STACEY DENTAL SC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 13 |
| Total of all active and inactive participants | 2022-01-01 | 13 |
| Total participants | 2022-01-01 | 13 |
| Number of participants with account balances | 2022-01-01 | 13 |
| 2021: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13 |
| Total of all active and inactive participants | 2021-01-01 | 13 |
| Total participants | 2021-01-01 | 13 |
| Number of participants with account balances | 2021-01-01 | 13 |
| 2020: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
| Total of all active and inactive participants | 2020-01-01 | 11 |
| Total participants | 2020-01-01 | 11 |
| Number of participants with account balances | 2020-01-01 | 11 |
| 2019: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
| Total of all active and inactive participants | 2019-01-01 | 11 |
| Total participants | 2019-01-01 | 11 |
| Number of participants with account balances | 2019-01-01 | 11 |
| 2018: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
| Total of all active and inactive participants | 2018-01-01 | 11 |
| Total participants | 2018-01-01 | 11 |
| Number of participants with account balances | 2018-01-01 | 11 |
| 2017: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
| Total of all active and inactive participants | 2017-01-01 | 11 |
| Total participants | 2017-01-01 | 11 |
| Number of participants with account balances | 2017-01-01 | 11 |
| 2016: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
| Total of all active and inactive participants | 2016-01-01 | 11 |
| Total participants | 2016-01-01 | 11 |
| Number of participants with account balances | 2016-01-01 | 11 |
| 2015: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 1 |
| Total of all active and inactive participants | 2015-04-01 | 12 |
| Total participants | 2015-04-01 | 12 |
| Number of participants with account balances | 2015-04-01 | 12 |
| 2014: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 2 |
| Total of all active and inactive participants | 2014-04-01 | 13 |
| Total participants | 2014-04-01 | 13 |
| Number of participants with account balances | 2014-04-01 | 13 |
| 2013: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 1 |
| Total of all active and inactive participants | 2013-04-01 | 11 |
| Total participants | 2013-04-01 | 11 |
| Number of participants with account balances | 2013-04-01 | 11 |
| 2012: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 1 |
| Total of all active and inactive participants | 2012-04-01 | 10 |
| Total participants | 2012-04-01 | 10 |
| Number of participants with account balances | 2012-04-01 | 10 |
| 2011: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 1 |
| Total of all active and inactive participants | 2011-04-01 | 10 |
| Total participants | 2011-04-01 | 10 |
| Number of participants with account balances | 2011-04-01 | 10 |
| 2010: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-04-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 9 |
| Total of all active and inactive participants | 2010-04-01 | 9 |
| Total participants | 2010-04-01 | 9 |
| Number of participants with account balances | 2010-04-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 1 |
| 2009: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 11 |
| Total of all active and inactive participants | 2009-04-01 | 11 |
| Total participants | 2009-04-01 | 11 |
| Number of participants with account balances | 2009-04-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-402,174 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $19,270 |
| Total plan assets at end of year | 2022-12-31 | $2,784,087 |
| Total plan assets at beginning of year | 2022-12-31 | $3,205,531 |
| Value of fidelity bond covering the plan | 2022-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $81,454 |
| Other income received | 2022-12-31 | $-519,891 |
| Net income (gross income less expenses) | 2022-12-31 | $-421,444 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,784,087 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,205,531 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $36,263 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $19,270 |
| 2021 : STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $454,018 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $18,817 |
| Total plan assets at end of year | 2021-12-31 | $3,205,531 |
| Total plan assets at beginning of year | 2021-12-31 | $2,770,330 |
| Value of fidelity bond covering the plan | 2021-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $78,408 |
| Other income received | 2021-12-31 | $344,330 |
| Net income (gross income less expenses) | 2021-12-31 | $435,201 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,205,531 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,770,330 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $31,280 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $18,817 |
| 2020 : STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $475,340 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $14,568 |
| Total plan assets at end of year | 2020-12-31 | $2,770,330 |
| Total plan assets at beginning of year | 2020-12-31 | $2,309,558 |
| Value of fidelity bond covering the plan | 2020-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $65,176 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $25,205 |
| Other income received | 2020-12-31 | $362,339 |
| Net income (gross income less expenses) | 2020-12-31 | $460,772 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,770,330 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,309,558 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $22,620 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $14,568 |
| 2019 : STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $531,400 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $13,035 |
| Total plan assets at end of year | 2019-12-31 | $2,309,558 |
| Total plan assets at beginning of year | 2019-12-31 | $1,791,193 |
| Value of fidelity bond covering the plan | 2019-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $70,165 |
| Other income received | 2019-12-31 | $434,950 |
| Net income (gross income less expenses) | 2019-12-31 | $518,365 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,309,558 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,791,193 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $26,285 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $13,035 |
| 2018 : STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-21,737 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $152,393 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $144,891 |
| Total plan assets at end of year | 2018-12-31 | $1,791,193 |
| Total plan assets at beginning of year | 2018-12-31 | $1,965,323 |
| Value of fidelity bond covering the plan | 2018-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $64,387 |
| Other income received | 2018-12-31 | $-113,798 |
| Net income (gross income less expenses) | 2018-12-31 | $-174,130 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,791,193 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,965,323 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $27,674 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,502 |
| 2017 : STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $344,951 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $452,530 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $450,852 |
| Total plan assets at end of year | 2017-12-31 | $1,965,323 |
| Total plan assets at beginning of year | 2017-12-31 | $2,072,902 |
| Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $58,450 |
| Other income received | 2017-12-31 | $263,256 |
| Net income (gross income less expenses) | 2017-12-31 | $-107,579 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,965,323 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,072,902 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $23,245 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,678 |
| 2016 : STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $148,896 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $26,596 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $25,165 |
| Total plan assets at end of year | 2016-12-31 | $2,072,902 |
| Total plan assets at beginning of year | 2016-12-31 | $1,950,602 |
| Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $61,166 |
| Other income received | 2016-12-31 | $64,260 |
| Net income (gross income less expenses) | 2016-12-31 | $122,300 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,072,902 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,950,602 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $23,470 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,431 |
| 2015 : STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-8,210 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $10,530 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $9,475 |
| Total plan assets at end of year | 2015-12-31 | $1,950,602 |
| Total plan assets at beginning of year | 2015-12-31 | $1,969,342 |
| Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $46,415 |
| Other income received | 2015-12-31 | $-73,223 |
| Net income (gross income less expenses) | 2015-12-31 | $-18,740 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,950,602 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,969,342 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $18,598 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,055 |
| Total income from all sources | 2015-03-31 | $187,834 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $1,388,858 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $1,387,618 |
| Total plan assets at end of year | 2015-03-31 | $1,969,342 |
| Total plan assets at beginning of year | 2015-03-31 | $3,170,366 |
| Value of fidelity bond covering the plan | 2015-03-31 | $350,000 |
| Total contributions received or receivable from participants | 2015-03-31 | $55,782 |
| Contributions received from other sources (not participants or employers) | 2015-03-31 | $72,700 |
| Other income received | 2015-03-31 | $35,271 |
| Net income (gross income less expenses) | 2015-03-31 | $-1,201,024 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $1,969,342 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $3,170,366 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $24,081 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-03-31 | $1,240 |
| 2014 : STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-03-31 | $0 |
| Total plan liabilities at beginning of year | 2014-03-31 | $0 |
| Total income from all sources | 2014-03-31 | $92,131 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $0 |
| Total plan assets at end of year | 2014-03-31 | $3,170,366 |
| Total plan assets at beginning of year | 2014-03-31 | $3,078,235 |
| Value of fidelity bond covering the plan | 2014-03-31 | $350,000 |
| Total contributions received or receivable from participants | 2014-03-31 | $33,191 |
| Other income received | 2014-03-31 | $29,276 |
| Net income (gross income less expenses) | 2014-03-31 | $92,131 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $3,170,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $3,078,235 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $29,664 |
| 2013 : STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-03-31 | $0 |
| Total income from all sources | 2013-03-31 | $28,827 |
| Total plan assets at end of year | 2013-03-31 | $3,078,235 |
| Total plan assets at beginning of year | 2013-03-31 | $3,049,408 |
| Value of fidelity bond covering the plan | 2013-03-31 | $350,000 |
| Total contributions received or receivable from participants | 2013-03-31 | $33,921 |
| Other income received | 2013-03-31 | $-33,157 |
| Net income (gross income less expenses) | 2013-03-31 | $28,827 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $3,078,235 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $3,049,408 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $28,063 |
| 2012 : STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-03-31 | $0 |
| Total income from all sources | 2012-03-31 | $60,277 |
| Total plan assets at end of year | 2012-03-31 | $3,049,408 |
| Total plan assets at beginning of year | 2012-03-31 | $2,989,131 |
| Value of fidelity bond covering the plan | 2012-03-31 | $300,000 |
| Total contributions received or receivable from participants | 2012-03-31 | $29,531 |
| Other income received | 2012-03-31 | $14,218 |
| Net income (gross income less expenses) | 2012-03-31 | $60,277 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $3,049,408 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $2,989,131 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $16,528 |
| 2011 : STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-03-31 | $0 |
| Total income from all sources | 2011-03-31 | $217,170 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $35,631 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $35,631 |
| Total plan assets at end of year | 2011-03-31 | $2,989,131 |
| Total plan assets at beginning of year | 2011-03-31 | $2,807,592 |
| Value of fidelity bond covering the plan | 2011-03-31 | $300,000 |
| Total contributions received or receivable from participants | 2011-03-31 | $47,421 |
| Other income received | 2011-03-31 | $153,246 |
| Net income (gross income less expenses) | 2011-03-31 | $181,539 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $2,989,131 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $2,807,592 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $16,503 |
| 2022: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Submission has been amended | No |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-04-01 | Plan is a collectively bargained plan | No |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan funding arrangement – Trust | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement - Trust | Yes |
| 2014: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Submission has been amended | No |
| 2013-04-01 | This submission is the final filing | No |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan funding arrangement – Trust | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement - Trust | Yes |
| 2010: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-04-01 | Type of plan entity | Single employer plan |
| 2010-04-01 | Plan funding arrangement – Insurance | Yes |
| 2010-04-01 | Plan funding arrangement – Trust | Yes |
| 2010-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-04-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STACEY DENTAL EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 333448-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 333448-01 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 333448-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 333448-01 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 333448-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 333448-01 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 333448-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 333448-01 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 333448-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 333448-01 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $13 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 333448-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 333448-01 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $29 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29 | | Insurance broker organization code? | 3 | | Insurance broker name | BRUCE MITTON |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 333448-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 333448-01 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $58 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $58 | | Insurance broker organization code? | 3 | | Insurance broker name | BRUCE MITTEN, UBS FINANCIAL SERVICE |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 333448-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 333448-01 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $69 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $69 | | Insurance broker organization code? | 3 | | Insurance broker name | BRUCE MITTEN, UBS FINANCIAL SERVICE |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 333448-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 333448-01 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $114 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $87 | | Insurance broker organization code? | 3 | | Insurance broker name | BRUCE MITTEN, UBS FINANCIAL SERVICE |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 333448-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 333448-01 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $17 | | Commission paid to Insurance Broker | USD $17 | | Insurance broker organization code? | 3 | | Insurance broker name | UBS FINANCIAL SERVICES |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 333448-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 333448-01 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $17 | | Are there contracts with allocated funds for group deferred annuity? | Yes |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 39-1216068 |
| Policy instance | 1 |
| Insurance contract or identification number | 39-1216068 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $2,458 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,458 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 7 | | Insurance broker name | UBS FINANCIAL |
|
