401k Plan data: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN plan

INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Life insurance

401k Sponsoring company profile

INDEPENDENCE DENTAL EXCELLENCE, INC has sponsored the creation of one or more 401k plans.

Company Name: INDEPENDENCE DENTAL EXCELLENCE, INC

Employer identification number (EIN): 430797549

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-10-01 MARIA DANKENBRING 2023-07-10
001 2020-10-01 MARIA DANKENBRING 2022-04-14
001 2019-10-01 MARIA DANKENBRING 2021-06-03
001 2018-10-01 MARIA DANKENBRING 2020-05-21
001 2017-10-01 MARIA DANKENBRING MATTHEW WILEY 2019-03-15
001 2016-10-01 DAVID LIVINGSTON MATTHEW WILEY 2018-04-27
001 2015-10-01 DAVID LIVINGSTON MATTHEW WILEY 2017-05-04
001 2014-10-01 DAVID LIVINGSTON MATTHEW WILEY 2016-04-07
001 2013-10-01 DAVID LIVINGSTON MATTHEW WILEY 2015-04-28
001 2012-10-01 DAVID LIVINGSTON MATTHEW WILEY 2014-04-18
001 2011-10-01 DAVID LIVINGSTON MATTHEW WILEY 2013-04-25
001 2010-10-01 DAVID LIVINGSTON MATTHEW WILEY 2012-04-26
001 2009-10-01 DAVID LIVINGSTON MATTHEW WILEY 2011-04-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-10-01	MARIA DANKENBRING	2023-07-10
001	2020-10-01	MARIA DANKENBRING	2022-04-14
001	2019-10-01	MARIA DANKENBRING	2021-06-03
001	2018-10-01	MARIA DANKENBRING	2020-05-21
001	2017-10-01	MARIA DANKENBRING		MATTHEW WILEY	2019-03-15
001	2016-10-01	DAVID LIVINGSTON		MATTHEW WILEY	2018-04-27
001	2015-10-01	DAVID LIVINGSTON		MATTHEW WILEY	2017-05-04
001	2014-10-01	DAVID LIVINGSTON		MATTHEW WILEY	2016-04-07
001	2013-10-01	DAVID LIVINGSTON		MATTHEW WILEY	2015-04-28
001	2012-10-01	DAVID LIVINGSTON		MATTHEW WILEY	2014-04-18
001	2011-10-01	DAVID LIVINGSTON		MATTHEW WILEY	2013-04-25
001	2010-10-01	DAVID LIVINGSTON		MATTHEW WILEY	2012-04-26
001	2009-10-01	DAVID LIVINGSTON		MATTHEW WILEY	2011-04-28

Plan Statistics for INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 52
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 38
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 12
Total of all active and inactive participants 2017-10-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 50
Number of participants with account balances 2017-10-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 49
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 38
Number of retired or separated participants receiving benefits 2016-10-01 1
Number of other retired or separated participants entitled to future benefits 2016-10-01 10
Total of all active and inactive participants 2016-10-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 49
Number of participants with account balances 2016-10-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 47
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 34
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 14
Total of all active and inactive participants 2015-10-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 48
Number of participants with account balances 2015-10-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 1
2014: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 32
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 13
Total of all active and inactive participants 2014-10-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 45
Number of participants with account balances 2014-10-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 33
Number of retired or separated participants receiving benefits 2013-10-01 2
Number of other retired or separated participants entitled to future benefits 2013-10-01 13
Total of all active and inactive participants 2013-10-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 48
Number of participants with account balances 2013-10-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 47
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 35
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 12
Total of all active and inactive participants 2012-10-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 47
Number of participants with account balances 2012-10-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 49
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 35
Number of retired or separated participants receiving benefits 2011-10-01 12
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 47
Number of participants with account balances 2011-10-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 50
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 36
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 13
Total of all active and inactive participants 2010-10-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 49
Number of participants with account balances 2010-10-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 49
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 37
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 12
Total of all active and inactive participants 2009-10-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 49
Number of participants with account balances 2009-10-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 4

Measure	Date	Value
2017: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	52
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	38
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	12
Total of all active and inactive participants	2017-10-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	50
Number of participants with account balances	2017-10-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	49
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	38
Number of retired or separated participants receiving benefits	2016-10-01	1
Number of other retired or separated participants entitled to future benefits	2016-10-01	10
Total of all active and inactive participants	2016-10-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	49
Number of participants with account balances	2016-10-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	47
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	34
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	14
Total of all active and inactive participants	2015-10-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	48
Number of participants with account balances	2015-10-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	1
2014: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	32
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	13
Total of all active and inactive participants	2014-10-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	45
Number of participants with account balances	2014-10-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	33
Number of retired or separated participants receiving benefits	2013-10-01	2
Number of other retired or separated participants entitled to future benefits	2013-10-01	13
Total of all active and inactive participants	2013-10-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	48
Number of participants with account balances	2013-10-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	47
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	35
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	12
Total of all active and inactive participants	2012-10-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	47
Number of participants with account balances	2012-10-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	49
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	35
Number of retired or separated participants receiving benefits	2011-10-01	12
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	47
Number of participants with account balances	2011-10-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	50
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	36
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	13
Total of all active and inactive participants	2010-10-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	49
Number of participants with account balances	2010-10-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	49
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	37
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	12
Total of all active and inactive participants	2009-10-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	49
Number of participants with account balances	2009-10-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	4

Financial Data on INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-09-30	$1,118,142
Expenses. Total of all expenses incurred	2018-09-30	$1,747,738
Benefits paid (including direct rollovers)	2018-09-30	$1,687,568
Total plan assets at end of year	2018-09-30	$7,171,411
Total plan assets at beginning of year	2018-09-30	$7,801,007
Value of fidelity bond covering the plan	2018-09-30	$500,000
Total contributions received or receivable from participants	2018-09-30	$170,461
Contributions received from other sources (not participants or employers)	2018-09-30	$11,862
Other income received	2018-09-30	$687,232
Net income (gross income less expenses)	2018-09-30	$-629,596
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$7,171,411
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$7,801,007
Assets. Value of participant loans	2018-09-30	$75,182
Total contributions received or receivable from employer(s)	2018-09-30	$248,587
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$60,170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
2017 : INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$1,307,263
Expenses. Total of all expenses incurred	2017-09-30	$166,556
Benefits paid (including direct rollovers)	2017-09-30	$111,754
Total plan assets at end of year	2017-09-30	$7,801,007
Total plan assets at beginning of year	2017-09-30	$6,660,300
Value of fidelity bond covering the plan	2017-09-30	$500,000
Total contributions received or receivable from participants	2017-09-30	$53,110
Other income received	2017-09-30	$965,602
Net income (gross income less expenses)	2017-09-30	$1,140,707
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$7,801,007
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$6,660,300
Assets. Value of participant loans	2017-09-30	$88,944
Total contributions received or receivable from employer(s)	2017-09-30	$288,551
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$54,802
2016 : INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$921,128
Expenses. Total of all expenses incurred	2016-09-30	$446,390
Benefits paid (including direct rollovers)	2016-09-30	$396,980
Total plan assets at end of year	2016-09-30	$6,660,300
Total plan assets at beginning of year	2016-09-30	$6,185,562
Value of fidelity bond covering the plan	2016-09-30	$500,000
Total contributions received or receivable from participants	2016-09-30	$226,786
Other income received	2016-09-30	$535,755
Net income (gross income less expenses)	2016-09-30	$474,738
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$6,660,300
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$6,185,562
Assets. Value of participant loans	2016-09-30	$14,189
Total contributions received or receivable from employer(s)	2016-09-30	$158,587
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$49,410
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
2015 : INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$191,099
Expenses. Total of all expenses incurred	2015-09-30	$283,472
Benefits paid (including direct rollovers)	2015-09-30	$230,997
Total plan assets at end of year	2015-09-30	$6,185,562
Total plan assets at beginning of year	2015-09-30	$6,277,935
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$107,653
Other income received	2015-09-30	$-165,755
Net income (gross income less expenses)	2015-09-30	$-92,373
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$6,185,562
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$6,277,935
Assets. Value of participant loans	2015-09-30	$39,911
Total contributions received or receivable from employer(s)	2015-09-30	$249,201
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$52,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
2014 : INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$878,974
Expenses. Total of all expenses incurred	2014-09-30	$524,366
Benefits paid (including direct rollovers)	2014-09-30	$473,635
Total plan assets at end of year	2014-09-30	$6,277,935
Total plan assets at beginning of year	2014-09-30	$5,923,327
Value of fidelity bond covering the plan	2014-09-30	$500,000
Total contributions received or receivable from participants	2014-09-30	$126,679
Other income received	2014-09-30	$382,215
Net income (gross income less expenses)	2014-09-30	$354,608
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$6,277,935
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$5,923,327
Assets. Value of participant loans	2014-09-30	$67,575
Total contributions received or receivable from employer(s)	2014-09-30	$370,080
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$50,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$1,328,665
Expenses. Total of all expenses incurred	2013-09-30	$326,516
Benefits paid (including direct rollovers)	2013-09-30	$281,410
Total plan assets at end of year	2013-09-30	$5,923,327
Total plan assets at beginning of year	2013-09-30	$4,921,178
Value of fidelity bond covering the plan	2013-09-30	$500,000
Total contributions received or receivable from participants	2013-09-30	$125,838
Other income received	2013-09-30	$972,827
Net income (gross income less expenses)	2013-09-30	$1,002,149
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$5,923,327
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$4,921,178
Assets. Value of participant loans	2013-09-30	$68,789
Total contributions received or receivable from employer(s)	2013-09-30	$230,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$45,106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$1,199,901
Expenses. Total of all expenses incurred	2012-09-30	$687,525
Benefits paid (including direct rollovers)	2012-09-30	$646,930
Total plan assets at end of year	2012-09-30	$4,921,178
Total plan assets at beginning of year	2012-09-30	$4,408,802
Value of fidelity bond covering the plan	2012-09-30	$440,000
Total contributions received or receivable from participants	2012-09-30	$145,126
Other income received	2012-09-30	$776,908
Net income (gross income less expenses)	2012-09-30	$512,376
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$4,921,178
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$4,408,802
Assets. Value of participant loans	2012-09-30	$73,068
Total contributions received or receivable from employer(s)	2012-09-30	$277,867
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$40,595
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$261,024
Expenses. Total of all expenses incurred	2011-09-30	$104,771
Benefits paid (including direct rollovers)	2011-09-30	$63,668
Total plan assets at end of year	2011-09-30	$4,408,802
Total plan assets at beginning of year	2011-09-30	$4,252,549
Value of fidelity bond covering the plan	2011-09-30	$425,000
Total contributions received or receivable from participants	2011-09-30	$141,104
Other income received	2011-09-30	$-130,080
Net income (gross income less expenses)	2011-09-30	$156,253
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$4,408,802
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$4,252,549
Total contributions received or receivable from employer(s)	2011-09-30	$250,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$41,103

Form 5500 Responses for INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN

2017: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Insurance	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement – Insurance	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement – Insurance	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: INDEPENDENCE DENTAL EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

P 0224

Policy instance

Insurance contract or identification number	P 0224
Number of Individuals Covered	1
Insurance policy start date	2017-10-01
Insurance policy end date	2018-09-30
Total amount of commissions paid to insurance broker	USD $7
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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

Potentially related plans

INDEPENDENCE DENTAL PC [EIN = 842605748]

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Company Name:	INDEPENDENCE DENTAL EXCELLENCE, INC
Employer identification number (EIN):	430797549
NAIC Classification:	621210
NAIC Description:	Offices of Dentists