401k Plan data: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST plan

EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST
Plan identification number	001

EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.

401k Sponsoring company profile

EDMOND FAMILY DENTAL DESIGNS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: EDMOND FAMILY DENTAL DESIGNS, PLLC

Employer identification number (EIN): 432083958

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2018-01-01 MITCHELL W. KRAMER 2019-08-19
001 2017-01-01 W. SCOTT WAUGH
001 2016-01-01 W. SCOTT WAUGH
001 2015-01-01 W. SCOTT WAUGH
001 2014-01-01 W. SCOTT WAUGH
001 2013-01-01 W. SCOTT WAUGH
001 2012-01-01 W. SCOTT WAUGH
001 2011-01-01 W. SCOTT WAUGH
001 2010-01-01 W. SCOTT WAUGH
001 2009-01-01 W. SCOTT WAUGH

Plan Statistics for EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST

Measure Date Value
2018: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 22
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 27
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 24
Number of participants with account balances 2017-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 19
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 23
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 20
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 22
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 27
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 26
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 29
Number of participants with account balances 2010-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 24
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	22
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	27
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	24
Number of participants with account balances	2017-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	19
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	23
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	20
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	22
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	27
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	26
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	29
Number of participants with account balances	2010-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	24
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2018 : EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$9,876
Expenses. Total of all expenses incurred	2018-12-31	$34,375
Benefits paid (including direct rollovers)	2018-12-31	$34,255
Total plan assets at end of year	2018-12-31	$1,710,250
Total plan assets at beginning of year	2018-12-31	$1,734,749
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$108,243
Other income received	2018-12-31	$-129,669
Net income (gross income less expenses)	2018-12-31	$-24,499
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,710,250
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,734,749
Assets. Value of participant loans	2018-12-31	$34,949
Total contributions received or receivable from employer(s)	2018-12-31	$31,302
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$350,737
Expenses. Total of all expenses incurred	2017-12-31	$20,274
Benefits paid (including direct rollovers)	2017-12-31	$19,614
Total plan assets at end of year	2017-12-31	$1,734,749
Total plan assets at beginning of year	2017-12-31	$1,404,286
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$90,946
Other income received	2017-12-31	$232,848
Net income (gross income less expenses)	2017-12-31	$330,463
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,734,749
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,404,286
Assets. Value of participant loans	2017-12-31	$46,270
Total contributions received or receivable from employer(s)	2017-12-31	$26,943
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$209,376
Expenses. Total of all expenses incurred	2016-12-31	$122,275
Benefits paid (including direct rollovers)	2016-12-31	$122,155
Total plan assets at end of year	2016-12-31	$1,404,286
Total plan assets at beginning of year	2016-12-31	$1,317,185
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$112,196
Expenses. Other expenses not covered elsewhere	2016-12-31	$120
Other income received	2016-12-31	$70,163
Net income (gross income less expenses)	2016-12-31	$87,101
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,404,286
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,317,185
Assets. Value of participant loans	2016-12-31	$6,347
Total contributions received or receivable from employer(s)	2016-12-31	$27,017
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$124,999
Expenses. Total of all expenses incurred	2015-12-31	$22,151
Benefits paid (including direct rollovers)	2015-12-31	$16,891
Total plan assets at end of year	2015-12-31	$1,317,185
Total plan assets at beginning of year	2015-12-31	$1,214,337
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$88,597
Expenses. Other expenses not covered elsewhere	2015-12-31	$5,260
Other income received	2015-12-31	$11,053
Net income (gross income less expenses)	2015-12-31	$102,848
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,317,185
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,214,337
Assets. Value of participant loans	2015-12-31	$13,382
Total contributions received or receivable from employer(s)	2015-12-31	$25,349
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$207,985
Expenses. Total of all expenses incurred	2014-12-31	$181,362
Benefits paid (including direct rollovers)	2014-12-31	$180,942
Total plan assets at end of year	2014-12-31	$1,214,337
Total plan assets at beginning of year	2014-12-31	$1,187,714
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$98,025
Other income received	2014-12-31	$82,088
Net income (gross income less expenses)	2014-12-31	$26,623
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,214,337
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,187,714
Assets. Value of participant loans	2014-12-31	$11,228
Total contributions received or receivable from employer(s)	2014-12-31	$27,872
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$311,085
Expenses. Total of all expenses incurred	2013-12-31	$30,679
Benefits paid (including direct rollovers)	2013-12-31	$30,679
Total plan assets at end of year	2013-12-31	$1,187,714
Total plan assets at beginning of year	2013-12-31	$907,308
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$70,637
Other income received	2013-12-31	$206,561
Net income (gross income less expenses)	2013-12-31	$280,406
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,187,714
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$907,308
Assets. Value of participant loans	2013-12-31	$17,658
Total contributions received or receivable from employer(s)	2013-12-31	$33,887
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$201,776
Expenses. Total of all expenses incurred	2012-12-31	$56,568
Benefits paid (including direct rollovers)	2012-12-31	$50,988
Total plan assets at end of year	2012-12-31	$907,308
Total plan assets at beginning of year	2012-12-31	$762,100
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$79,490
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,000
Other income received	2012-12-31	$87,533
Net income (gross income less expenses)	2012-12-31	$145,208
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$907,308
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$762,100
Assets. Value of participant loans	2012-12-31	$23,712
Total contributions received or receivable from employer(s)	2012-12-31	$34,753
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$580
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$33,317
Expenses. Total of all expenses incurred	2011-12-31	$647,210
Benefits paid (including direct rollovers)	2011-12-31	$647,030
Total plan assets at end of year	2011-12-31	$762,100
Total plan assets at beginning of year	2011-12-31	$1,375,993
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$79,999
Expenses. Other expenses not covered elsewhere	2011-12-31	$180
Other income received	2011-12-31	$-77,501
Net income (gross income less expenses)	2011-12-31	$-613,893
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$762,100
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,375,993
Assets. Value of participant loans	2011-12-31	$14,176
Total contributions received or receivable from employer(s)	2011-12-31	$30,819
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$203,182
Expenses. Total of all expenses incurred	2010-12-31	$9,349
Benefits paid (including direct rollovers)	2010-12-31	$8,889
Total plan assets at end of year	2010-12-31	$1,375,993
Total plan assets at beginning of year	2010-12-31	$1,182,160
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$48,250
Expenses. Other expenses not covered elsewhere	2010-12-31	$460
Other income received	2010-12-31	$120,873
Net income (gross income less expenses)	2010-12-31	$193,833
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,375,993
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,182,160
Assets. Value of participant loans	2010-12-31	$14,092
Total contributions received or receivable from employer(s)	2010-12-31	$34,059
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST

2018: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 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: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 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: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 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: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EDMOND FAMILY DENTAL DESIGNS, PLLC 401K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )

Policy contract number

70589530

Policy instance

Insurance contract or identification number	70589530
Number of Individuals Covered	1
Insurance policy start date	2016-07-01
Insurance policy end date	2017-06-30
Total amount of commissions paid to insurance broker	USD $1
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	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 $1
Insurance broker organization code?	3
Insurance broker name	RETIREMENT, LLC

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VP60858990

Policy instance

Insurance contract or identification number	VP60858990
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 $205
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	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 $205
Insurance broker organization code?	3
Insurance broker name	LINSCO PRIVATE LEDGER CORP

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Company Name:	EDMOND FAMILY DENTAL DESIGNS, PLLC
Employer identification number (EIN):	432083958
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2018-01-01	MITCHELL W. KRAMER	2019-08-19
001	2017-01-01	W. SCOTT WAUGH
001	2016-01-01	W. SCOTT WAUGH
001	2015-01-01	W. SCOTT WAUGH
001	2014-01-01	W. SCOTT WAUGH
001	2013-01-01	W. SCOTT WAUGH
001	2012-01-01	W. SCOTT WAUGH
001	2011-01-01	W. SCOTT WAUGH
001	2010-01-01	W. SCOTT WAUGH
001	2009-01-01	W. SCOTT WAUGH