401k Plan data: MORTENSON DENTAL PARTNERS 401(K) PLAN plan

MORTENSON DENTAL PARTNERS 401(K) PLAN 401k Plan overview

Plan Name	MORTENSON DENTAL PARTNERS 401(K) PLAN
Plan identification number	003

MORTENSON DENTAL PARTNERS 401(K) 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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MORTENSON FAMILY DENTAL HOLDINGS has sponsored the creation of one or more 401k plans.

Company Name: MORTENSON FAMILY DENTAL HOLDINGS

Employer identification number (EIN): 451839908

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORTENSON DENTAL PARTNERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 KIMBERLY MAUPIN KIMBERLY MAUPIN 2018-10-15
003 2016-01-01 STEPHEN JAMES
003 2015-01-01 STEPHEN JAMES
003 2015-01-01 STEPHEN JAMES
003 2014-01-01 STEPHEN JAMES
003 2013-01-01 STEPHEN JAMES
003 2012-01-01 STEPHEN JAMES

Plan Statistics for MORTENSON DENTAL PARTNERS 401(K) PLAN

401k plan membership statisitcs for MORTENSON DENTAL PARTNERS 401(K) PLAN

Measure Date Value
2022: MORTENSON DENTAL PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,083
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,960
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 275
Total of all active and inactive participants 2022-01-01 2,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 6
Total participants 2022-01-01 2,241
Number of participants with account balances 2022-01-01 2,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MORTENSON DENTAL PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,983
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,784
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 257
Total of all active and inactive participants 2021-01-01 2,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 2,043
Number of participants with account balances 2021-01-01 1,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: MORTENSON DENTAL PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,833
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,667
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 260
Total of all active and inactive participants 2020-01-01 1,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 1,929
Number of participants with account balances 2020-01-01 1,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: MORTENSON DENTAL PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,265
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,590
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 240
Total of all active and inactive participants 2019-01-01 1,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 1,833
Number of participants with account balances 2019-01-01 1,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: MORTENSON DENTAL PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,960
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,727
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 500
Total of all active and inactive participants 2018-01-01 2,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2,227
Number of participants with account balances 2018-01-01 2,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: MORTENSON DENTAL PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,975
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,634
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 284
Total of all active and inactive participants 2017-01-01 1,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,918
Number of participants with account balances 2017-01-01 1,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: MORTENSON DENTAL PARTNERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,598
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,488
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 456
Total of all active and inactive participants 2016-01-01 1,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,944
Number of participants with account balances 2016-01-01 1,721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 290
2015: MORTENSON DENTAL PARTNERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,190
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,425
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 140
Total of all active and inactive participants 2015-01-01 1,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,565
Number of participants with account balances 2015-01-01 1,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 427
2014: MORTENSON DENTAL PARTNERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 733
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,060
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 81
Total of all active and inactive participants 2014-01-01 1,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,145
Number of participants with account balances 2014-01-01 768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: MORTENSON DENTAL PARTNERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 550
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 577
Number of retired or separated participants receiving benefits 2013-01-01 35
Number of other retired or separated participants entitled to future benefits 2013-01-01 88
Total of all active and inactive participants 2013-01-01 700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 700
Number of participants with account balances 2013-01-01 530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MORTENSON DENTAL PARTNERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 451
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 501
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 37
Total of all active and inactive participants 2012-01-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 540
Number of participants with account balances 2012-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: MORTENSON DENTAL PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,083
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,960
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	275
Total of all active and inactive participants	2022-01-01	2,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	6
Total participants	2022-01-01	2,241
Number of participants with account balances	2022-01-01	2,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MORTENSON DENTAL PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,983
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,784
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	257
Total of all active and inactive participants	2021-01-01	2,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	2,043
Number of participants with account balances	2021-01-01	1,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: MORTENSON DENTAL PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,833
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,667
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	260
Total of all active and inactive participants	2020-01-01	1,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	1,929
Number of participants with account balances	2020-01-01	1,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: MORTENSON DENTAL PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,265
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,590
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	240
Total of all active and inactive participants	2019-01-01	1,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	1,833
Number of participants with account balances	2019-01-01	1,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: MORTENSON DENTAL PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,960
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,727
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	500
Total of all active and inactive participants	2018-01-01	2,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2,227
Number of participants with account balances	2018-01-01	2,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: MORTENSON DENTAL PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,975
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,634
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	284
Total of all active and inactive participants	2017-01-01	1,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,918
Number of participants with account balances	2017-01-01	1,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: MORTENSON DENTAL PARTNERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,598
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,488
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	456
Total of all active and inactive participants	2016-01-01	1,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,944
Number of participants with account balances	2016-01-01	1,721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	290
2015: MORTENSON DENTAL PARTNERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,190
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,425
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	140
Total of all active and inactive participants	2015-01-01	1,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,565
Number of participants with account balances	2015-01-01	1,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	427
2014: MORTENSON DENTAL PARTNERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	733
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,060
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	81
Total of all active and inactive participants	2014-01-01	1,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,145
Number of participants with account balances	2014-01-01	768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: MORTENSON DENTAL PARTNERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	550
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	577
Number of retired or separated participants receiving benefits	2013-01-01	35
Number of other retired or separated participants entitled to future benefits	2013-01-01	88
Total of all active and inactive participants	2013-01-01	700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	700
Number of participants with account balances	2013-01-01	530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MORTENSON DENTAL PARTNERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	451
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	501
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	37
Total of all active and inactive participants	2012-01-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	540
Number of participants with account balances	2012-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on MORTENSON DENTAL PARTNERS 401(K) PLAN

Measure	Date	Value
2022 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$1,080,135
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,597,381
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,675,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,483,246
Value of total corrective distributions	2022-12-31	$135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,809,116
Value of total assets at end of year	2022-12-31	$40,549,595
Value of total assets at beginning of year	2022-12-31	$44,742,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$192,028
Total interest from all sources	2022-12-31	$25,327
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$678,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$678,975
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$6,045,855
Participant contributions at end of year	2022-12-31	$579,889
Participant contributions at beginning of year	2022-12-31	$531,988
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$762,576
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$35,617
Other income not declared elsewhere	2022-12-31	$48,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,272,790
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$40,549,595
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$44,742,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$69,511
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$39,969,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$44,210,262
Interest on participant loans	2022-12-31	$25,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,159,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,447,629
Contract administrator fees	2022-12-31	$122,517
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2022-12-31	271235638
2021 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$405,835
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$11,481,377
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,435,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,271,546
Expenses. Certain deemed distributions of participant loans	2021-12-31	$408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,442,947
Value of total assets at end of year	2021-12-31	$44,742,250
Value of total assets at beginning of year	2021-12-31	$37,290,883
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$163,891
Total interest from all sources	2021-12-31	$30,158
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$706,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$706,651
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$5,140,212
Participant contributions at end of year	2021-12-31	$531,988
Participant contributions at beginning of year	2021-12-31	$547,232
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$294,263
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$3,051
Other income not declared elsewhere	2021-12-31	$26,604
Administrative expenses (other) incurred	2021-12-31	$88,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,045,532
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$44,742,250
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$37,290,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$44,210,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$36,743,651
Interest on participant loans	2021-12-31	$30,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,275,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$8,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,268,495
Contract administrator fees	2021-12-31	$75,566
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2021-12-31	271235638
2020 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$628,518
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$19,087
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$9,725,272
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,436,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,251,680
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,990
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,684,867
Value of total assets at end of year	2020-12-31	$37,290,883
Value of total assets at beginning of year	2020-12-31	$31,392,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$182,841
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$21,825
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$507,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$507,504
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$4,211,058
Participant contributions at end of year	2020-12-31	$547,232
Participant contributions at beginning of year	2020-12-31	$547,222
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$473,809
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$16,540
Administrative expenses (other) incurred	2020-12-31	$182,841
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$5,288,761
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$37,290,883
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$31,373,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$36,743,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$30,845,469
Interest on participant loans	2020-12-31	$21,825
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,494,536
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$0
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,251,680
Contract administrator fees	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$19,087
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MCM CPAS AND ADVISORS LLP
Accountancy firm EIN	2020-12-31	271235638
2019 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$237,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$19,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$11,159,143
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,243,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,986,911
Expenses. Certain deemed distributions of participant loans	2019-12-31	$67,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,430,584
Value of total assets at end of year	2019-12-31	$31,392,691
Value of total assets at beginning of year	2019-12-31	$22,219,865
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$189,196
Total interest from all sources	2019-12-31	$32,607
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$636,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$636,317
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,942,739
Participant contributions at end of year	2019-12-31	$547,222
Participant contributions at beginning of year	2019-12-31	$575,399
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$487,845
Other income not declared elsewhere	2019-12-31	$593
Administrative expenses (other) incurred	2019-12-31	$189,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$8,915,829
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$31,373,604
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,219,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$30,845,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,644,466
Interest on participant loans	2019-12-31	$32,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,059,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,986,911
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$19,087
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MATHER & COMPANY CPA LLC
Accountancy firm EIN	2019-12-31	611210177
2018 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$193,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$15,894
Total income from all sources (including contributions)	2018-12-31	$3,710,219
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,380,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,087,454
Expenses. Certain deemed distributions of participant loans	2018-12-31	$92,830
Value of total corrective distributions	2018-12-31	$2,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,280,725
Value of total assets at end of year	2018-12-31	$22,219,865
Value of total assets at beginning of year	2018-12-31	$20,712,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$197,768
Total interest from all sources	2018-12-31	$24,686
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$430,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$430,974
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,162,570
Participant contributions at end of year	2018-12-31	$575,399
Participant contributions at beginning of year	2018-12-31	$406,103
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,118,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$15,894
Other income not declared elsewhere	2018-12-31	$247
Administrative expenses (other) incurred	2018-12-31	$197,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,330,024
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,219,865
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,696,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,644,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,306,050
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$24,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,026,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,087,454
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MATHER & COMPANY CPA LLC
Accountancy firm EIN	2018-12-31	611210177
2017 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$42,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$15,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$6,657,052
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,175,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,058,998
Expenses. Certain deemed distributions of participant loans	2017-12-31	$13,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,737,306
Value of total assets at end of year	2017-12-31	$20,712,153
Value of total assets at beginning of year	2017-12-31	$15,172,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$103,591
Total interest from all sources	2017-12-31	$16,505
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$164,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$164,415
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,601,188
Participant contributions at end of year	2017-12-31	$406,103
Participant contributions at beginning of year	2017-12-31	$294,736
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$136,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$15,894
Administrative expenses (other) incurred	2017-12-31	$103,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,481,395
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,696,259
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,172,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$20,306,050
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$14,430,516
Interest on participant loans	2017-12-31	$14,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$446,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$364,421
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,374,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,058,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MATHER & COMPANY CPA LLC
Accountancy firm EIN	2017-12-31	611210177
2016 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$139,648
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,675,781
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$885,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$790,664
Value of total corrective distributions	2016-12-31	$13,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,669,497
Value of total assets at end of year	2016-12-31	$15,172,242
Value of total assets at beginning of year	2016-12-31	$11,242,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$81,309
Total interest from all sources	2016-12-31	$14,389
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,227,462
Participant contributions at end of year	2016-12-31	$294,736
Participant contributions at beginning of year	2016-12-31	$325,731
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$304,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$11,789
Administrative expenses (other) incurred	2016-12-31	$81,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,790,234
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,172,242
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,242,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$14,430,516
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$10,655,063
Interest on participant loans	2016-12-31	$11,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$2,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$446,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$261,566
Net investment gain/loss from pooled separate accounts	2016-12-31	$980,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$137,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$790,664
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MATHER & CO CPAS LLC
Accountancy firm EIN	2016-12-31	611210177
2015 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$678,467
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,079,440
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,314,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,229,711
Expenses. Certain deemed distributions of participant loans	2015-12-31	$-11,288
Value of total corrective distributions	2015-12-31	$3,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,753,270
Value of total assets at end of year	2015-12-31	$11,242,360
Value of total assets at beginning of year	2015-12-31	$9,798,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$84,703
Total interest from all sources	2015-12-31	$10,159
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$12,055
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,671,508
Participant contributions at end of year	2015-12-31	$325,731
Participant contributions at beginning of year	2015-12-31	$202,466
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$50,448
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$81,762
Other income not declared elsewhere	2015-12-31	$14,388
Administrative expenses (other) incurred	2015-12-31	$59,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$765,026
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,242,360
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,798,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$33,072
Value of interest in pooled separate accounts at end of year	2015-12-31	$10,655,063
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$9,344,918
Interest on participant loans	2015-12-31	$10,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$261,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$201,035
Net investment gain/loss from pooled separate accounts	2015-12-31	$-698,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,229,711
Contract administrator fees	2015-12-31	$84,703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MATHER & CO., CPAS, LLC
Accountancy firm EIN	2015-12-31	611210177
2014 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$1,902,984
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$2,700
Total income from all sources (including contributions)	2014-12-31	$1,887,454
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$863,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$797,634
Expenses. Certain deemed distributions of participant loans	2014-12-31	$3,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,444,179
Value of total assets at end of year	2014-12-31	$9,798,867
Value of total assets at beginning of year	2014-12-31	$6,875,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$62,948
Total interest from all sources	2014-12-31	$7,652
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,433,119
Participant contributions at end of year	2014-12-31	$202,466
Participant contributions at beginning of year	2014-12-31	$159,506
Participant contributions at end of year	2014-12-31	$50,448
Participant contributions at beginning of year	2014-12-31	$41,693
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$11,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$2,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,023,535
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,798,867
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,872,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$9,344,918
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,540,962
Interest on participant loans	2014-12-31	$6,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$201,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$132,887
Net investment gain/loss from pooled separate accounts	2014-12-31	$435,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$797,634
Contract administrator fees	2014-12-31	$62,948
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MATHER & CO CPAS LLC
Accountancy firm EIN	2014-12-31	611210177
2013 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$2,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$7,900
Total income from all sources (including contributions)	2013-12-31	$2,329,187
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$283,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$256,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,303,831
Value of total assets at end of year	2013-12-31	$6,875,048
Value of total assets at beginning of year	2013-12-31	$4,834,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$27,183
Total interest from all sources	2013-12-31	$5,977
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$27,183
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,193,765
Participant contributions at end of year	2013-12-31	$159,506
Participant contributions at beginning of year	2013-12-31	$67,788
Participant contributions at end of year	2013-12-31	$41,693
Participant contributions at beginning of year	2013-12-31	$36,531
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$110,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$2,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$7,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,045,559
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,872,348
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,826,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Value of interest in pooled separate accounts at end of year	2013-12-31	$6,540,962
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,608,764
Interest on participant loans	2013-12-31	$4,971
Interest earned on other investments	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$132,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$121,606
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,019,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$256,445
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MATHER & CO CPAS LLC
Accountancy firm EIN	2013-12-31	611210177
2012 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$221,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$7,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$3,292
Total income from all sources (including contributions)	2012-12-31	$1,443,680
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$217,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$187,256
Expenses. Certain deemed distributions of participant loans	2012-12-31	$12,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$970,233
Value of total assets at end of year	2012-12-31	$4,834,689
Value of total assets at beginning of year	2012-12-31	$3,382,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$18,303
Total interest from all sources	2012-12-31	$2,582
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$958,026
Participant contributions at end of year	2012-12-31	$67,788
Participant contributions at beginning of year	2012-12-31	$74,095
Participant contributions at end of year	2012-12-31	$36,531
Participant contributions at beginning of year	2012-12-31	$55,903
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$12,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$7,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$3,292
Administrative expenses (other) incurred	2012-12-31	$18,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,226,097
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,826,789
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,379,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,252,570
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,608,764
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$2,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$121,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$470,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$187,256
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MATHER & CO CPAS LLC
Accountancy firm EIN	2012-12-31	611210177

Form 5500 Responses for MORTENSON DENTAL PARTNERS 401(K) PLAN

2022: MORTENSON DENTAL PARTNERS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MORTENSON DENTAL PARTNERS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MORTENSON DENTAL PARTNERS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MORTENSON DENTAL PARTNERS 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MORTENSON DENTAL PARTNERS 401(K) 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: MORTENSON DENTAL PARTNERS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple 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: MORTENSON DENTAL PARTNERS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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: MORTENSON DENTAL PARTNERS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	Yes
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: MORTENSON DENTAL PARTNERS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple 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: MORTENSON DENTAL PARTNERS 401(K) PLAN 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: MORTENSON DENTAL PARTNERS 401(K) PLAN 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932417

Policy instance

Insurance contract or identification number	932417
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932417-000

Policy instance

Insurance contract or identification number	932417-000
Number of Individuals Covered	1374
Insurance policy start date	2015-07-01
Insurance policy end date	2015-12-31
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?	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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342086-000

Policy instance

Insurance contract or identification number	342086-000
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,945
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
Amount paid for insurance broker fees	1393
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	5
Insurance broker name	BENEFITS ADMINISTRATORS, LLC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342086000

Policy instance

Insurance contract or identification number	342086000
Number of Individuals Covered	605
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $26,700
Total amount of fees paid to insurance company	USD $3,582
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?	Yes
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 $22,758
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Insurance broker name	BENEFITS ADMINISTRATORS, LLC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342086000

Policy instance

Insurance contract or identification number	342086000
Number of Individuals Covered	530
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $26,454
Total amount of fees paid to insurance company	USD $3,971
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?	Yes
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 $22,976
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGENCY, INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

342086000

Policy instance

Insurance contract or identification number	342086000
Number of Individuals Covered	361
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $45,133
Total amount of fees paid to insurance company	USD $10,555
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?	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 $45,133
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Insurance broker name	BENEFITS ADMINISTRATORS, LLC

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Company Name:	MORTENSON FAMILY DENTAL HOLDINGS
Employer identification number (EIN):	451839908
NAIC Classification:	621210
NAIC Description:	Offices of Dentists