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

Plan NameMORTENSON DENTAL PARTNERS 401(K) PLAN
Plan identification number 003

MORTENSON DENTAL PARTNERS 401(K) PLAN Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0032024-01-01SUZANNE MAUCK
0032023-01-01
0032023-01-01SUZANNE MAUCK
0032022-01-01
0032022-01-01SUZANNE MAUCK
0032021-01-01
0032021-01-01SUZANNE MAUCK
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KIMBERLY MAUPIN KIMBERLY MAUPIN2018-10-15
0032016-01-01STEPHEN JAMES
0032015-01-01STEPHEN JAMES
0032015-01-01STEPHEN JAMES
0032014-01-01STEPHEN JAMES
0032013-01-01STEPHEN JAMES
0032012-01-01STEPHEN JAMES

Plan Statistics for MORTENSON DENTAL PARTNERS 401(K) PLAN

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

Measure Date Value
2023: MORTENSON DENTAL PARTNERS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,269
Total number of active participants reported on line 7a of the Form 55002023-01-012,029
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01274
Total of all active and inactive participants2023-01-012,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-012,305
Number of participants with account balances2023-01-012,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MORTENSON DENTAL PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,083
Total number of active participants reported on line 7a of the Form 55002022-01-011,960
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01275
Total of all active and inactive participants2022-01-012,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-012,241
Number of participants with account balances2022-01-012,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MORTENSON DENTAL PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,983
Total number of active participants reported on line 7a of the Form 55002021-01-011,784
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01257
Total of all active and inactive participants2021-01-012,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-012,043
Number of participants with account balances2021-01-011,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: MORTENSON DENTAL PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,833
Total number of active participants reported on line 7a of the Form 55002020-01-011,667
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01260
Total of all active and inactive participants2020-01-011,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,929
Number of participants with account balances2020-01-011,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: MORTENSON DENTAL PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,265
Total number of active participants reported on line 7a of the Form 55002019-01-011,590
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01240
Total of all active and inactive participants2019-01-011,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,833
Number of participants with account balances2019-01-011,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MORTENSON DENTAL PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,960
Total number of active participants reported on line 7a of the Form 55002018-01-011,727
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01500
Total of all active and inactive participants2018-01-012,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,227
Number of participants with account balances2018-01-012,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: MORTENSON DENTAL PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,975
Total number of active participants reported on line 7a of the Form 55002017-01-011,634
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01284
Total of all active and inactive participants2017-01-011,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,918
Number of participants with account balances2017-01-011,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: MORTENSON DENTAL PARTNERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,598
Total number of active participants reported on line 7a of the Form 55002016-01-011,488
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01456
Total of all active and inactive participants2016-01-011,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,944
Number of participants with account balances2016-01-011,721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01290
2015: MORTENSON DENTAL PARTNERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,190
Total number of active participants reported on line 7a of the Form 55002015-01-011,425
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01140
Total of all active and inactive participants2015-01-011,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,565
Number of participants with account balances2015-01-011,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01427
2014: MORTENSON DENTAL PARTNERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01733
Total number of active participants reported on line 7a of the Form 55002014-01-011,060
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,145
Number of participants with account balances2014-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: MORTENSON DENTAL PARTNERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01550
Total number of active participants reported on line 7a of the Form 55002013-01-01577
Number of retired or separated participants receiving benefits2013-01-0135
Number of other retired or separated participants entitled to future benefits2013-01-0188
Total of all active and inactive participants2013-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01700
Number of participants with account balances2013-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MORTENSON DENTAL PARTNERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01451
Total number of active participants reported on line 7a of the Form 55002012-01-01501
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01540
Number of participants with account balances2012-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on MORTENSON DENTAL PARTNERS 401(K) PLAN

Measure Date Value
2023 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$600,084
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$15,908,454
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$5,491,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,281,780
Expenses. Certain deemed distributions of participant loans2023-12-31$7,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,793,098
Value of total assets at end of year2023-12-31$51,566,993
Value of total assets at beginning of year2023-12-31$40,549,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$202,205
Total interest from all sources2023-12-31$49,049
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$977,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$977,379
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$7,039,534
Participant contributions at end of year2023-12-31$938,525
Participant contributions at beginning of year2023-12-31$579,889
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$750,027
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$611
Other income not declared elsewhere2023-12-31$31,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$10,417,314
Value of net assets at end of year (total assets less liabilities)2023-12-31$51,566,993
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$40,549,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$52,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$46,003,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$39,969,706
Interest on participant loans2023-12-31$49,049
Value of interest in common/collective trusts at end of year2023-12-31$4,624,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$6,562,022
Net investment gain or loss from common/collective trusts2023-12-31$495,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,281,169
Contract administrator fees2023-12-31$149,891
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2023-12-31560574444
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$600,084
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$15,908,454
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$5,491,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$5,281,780
Expenses. Certain deemed distributions of participant loans2023-01-01$7,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$7,793,098
Value of total assets at end of year2023-01-01$51,566,993
Value of total assets at beginning of year2023-01-01$40,549,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$202,205
Total interest from all sources2023-01-01$49,049
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$977,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$977,379
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$7,039,534
Participant contributions at end of year2023-01-01$938,525
Participant contributions at beginning of year2023-01-01$579,889
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$750,027
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$611
Other income not declared elsewhere2023-01-01$31,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$10,417,314
Value of net assets at end of year (total assets less liabilities)2023-01-01$51,566,993
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$40,549,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$52,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$46,003,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$39,969,706
Interest on participant loans2023-01-01$49,049
Value of interest in common/collective trusts at end of year2023-01-01$4,624,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$6,562,022
Net investment gain or loss from common/collective trusts2023-01-01$495,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$3,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$5,281,169
Contract administrator fees2023-01-01$149,891
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CHERRY BEKAERT LLP
Accountancy firm EIN2023-01-01560574444
2022 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,675,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,483,246
Value of total corrective distributions2022-12-31$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 year2022-12-31$40,549,595
Value of total assets at beginning of year2022-12-31$44,742,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$192,028
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$678,975
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,045,855
Participant contributions at end of year2022-12-31$579,889
Participant contributions at beginning of year2022-12-31$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 elsewhere2022-12-31$48,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$69,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,969,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,210,262
Interest on participant loans2022-12-31$25,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,159,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,447,629
Contract administrator fees2022-12-31$122,517
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$1,080,135
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,597,381
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$3,675,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$3,483,246
Value of total corrective distributions2022-01-01$135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$6,809,116
Value of total assets at end of year2022-01-01$40,549,595
Value of total assets at beginning of year2022-01-01$44,742,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$192,028
Total interest from all sources2022-01-01$25,327
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$678,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$678,975
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$6,045,855
Participant contributions at end of year2022-01-01$579,889
Participant contributions at beginning of year2022-01-01$531,988
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$762,576
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$35,617
Other income not declared elsewhere2022-01-01$48,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-5,272,790
Value of net assets at end of year (total assets less liabilities)2022-01-01$40,549,595
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$44,742,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$69,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$39,969,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$44,210,262
Interest on participant loans2022-01-01$25,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-9,159,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$3,447,629
Contract administrator fees2022-01-01$122,517
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-01-01271235638
2021 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,435,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,271,546
Expenses. Certain deemed distributions of participant loans2021-12-31$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 year2021-12-31$44,742,250
Value of total assets at beginning of year2021-12-31$37,290,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$163,891
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$706,651
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,140,212
Participant contributions at end of year2021-12-31$531,988
Participant contributions at beginning of year2021-12-31$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 elsewhere2021-12-31$26,604
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,210,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,743,651
Interest on participant loans2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,268,495
Contract administrator fees2021-12-31$75,566
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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 paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,725,272
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,436,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,251,680
Expenses. Certain deemed distributions of participant loans2020-12-31$1,990
Value of total corrective distributions2020-12-31$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 year2020-12-31$37,290,883
Value of total assets at beginning of year2020-12-31$31,392,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$182,841
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$507,504
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$4,211,058
Participant contributions at end of year2020-12-31$547,232
Participant contributions at beginning of year2020-12-31$547,222
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$16,540
Administrative expenses (other) incurred2020-12-31$182,841
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,743,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,845,469
Interest on participant loans2020-12-31$21,825
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$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 benefits2020-12-31$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 accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,251,680
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$19,087
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCM CPAS AND ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,243,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,986,911
Expenses. Certain deemed distributions of participant loans2019-12-31$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 year2019-12-31$31,392,691
Value of total assets at beginning of year2019-12-31$22,219,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$189,196
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$636,317
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,942,739
Participant contributions at end of year2019-12-31$547,222
Participant contributions at beginning of year2019-12-31$575,399
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$487,845
Other income not declared elsewhere2019-12-31$593
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,845,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,644,466
Interest on participant loans2019-12-31$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 assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,986,911
Liabilities. Value of benefit claims payable at end of year2019-12-31$19,087
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MATHER & COMPANY CPA LLC
Accountancy firm EIN2019-12-31611210177
2018 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,380,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,087,454
Expenses. Certain deemed distributions of participant loans2018-12-31$92,830
Value of total corrective distributions2018-12-31$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 year2018-12-31$22,219,865
Value of total assets at beginning of year2018-12-31$20,712,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$197,768
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$430,974
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,162,570
Participant contributions at end of year2018-12-31$575,399
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$15,894
Other income not declared elsewhere2018-12-31$247
Administrative expenses (other) incurred2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,644,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,306,050
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$24,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,026,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,087,454
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MATHER & COMPANY CPA LLC
Accountancy firm EIN2018-12-31611210177
2017 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,175,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,058,998
Expenses. Certain deemed distributions of participant loans2017-12-31$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 year2017-12-31$20,712,153
Value of total assets at beginning of year2017-12-31$15,172,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$103,591
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$164,415
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,601,188
Participant contributions at end of year2017-12-31$406,103
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$15,894
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,306,050
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$14,430,516
Interest on participant loans2017-12-31$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 year2017-12-31$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 accounts2017-12-31$2,374,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$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 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MATHER & COMPANY CPA LLC
Accountancy firm EIN2017-12-31611210177
2016 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$885,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$790,664
Value of total corrective distributions2016-12-31$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 year2016-12-31$15,172,242
Value of total assets at beginning of year2016-12-31$11,242,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,309
Total interest from all sources2016-12-31$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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,227,462
Participant contributions at end of year2016-12-31$294,736
Participant contributions at beginning of year2016-12-31$325,731
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$11,789
Administrative expenses (other) incurred2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$14,430,516
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,655,063
Interest on participant loans2016-12-31$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 year2016-12-31$446,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$261,566
Net investment gain/loss from pooled separate accounts2016-12-31$980,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$137,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$790,664
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MATHER & CO CPAS LLC
Accountancy firm EIN2016-12-31611210177
2015 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,314,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,229,711
Expenses. Certain deemed distributions of participant loans2015-12-31$-11,288
Value of total corrective distributions2015-12-31$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 year2015-12-31$11,242,360
Value of total assets at beginning of year2015-12-31$9,798,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$84,703
Total interest from all sources2015-12-31$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 year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$12,055
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,671,508
Participant contributions at end of year2015-12-31$325,731
Participant contributions at beginning of year2015-12-31$202,466
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$50,448
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$81,762
Other income not declared elsewhere2015-12-31$14,388
Administrative expenses (other) incurred2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$33,072
Value of interest in pooled separate accounts at end of year2015-12-31$10,655,063
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,344,918
Interest on participant loans2015-12-31$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 year2015-12-31$261,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$201,035
Net investment gain/loss from pooled separate accounts2015-12-31$-698,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,229,711
Contract administrator fees2015-12-31$84,703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MATHER & CO., CPAS, LLC
Accountancy firm EIN2015-12-31611210177
2014 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$863,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$797,634
Expenses. Certain deemed distributions of participant loans2014-12-31$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 year2014-12-31$9,798,867
Value of total assets at beginning of year2014-12-31$6,875,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,948
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,433,119
Participant contributions at end of year2014-12-31$202,466
Participant contributions at beginning of year2014-12-31$159,506
Participant contributions at end of year2014-12-31$50,448
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$9,344,918
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,540,962
Interest on participant loans2014-12-31$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 year2014-12-31$201,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$132,887
Net investment gain/loss from pooled separate accounts2014-12-31$435,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$797,634
Contract administrator fees2014-12-31$62,948
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MATHER & CO CPAS LLC
Accountancy firm EIN2014-12-31611210177
2013 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$283,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$6,875,048
Value of total assets at beginning of year2013-12-31$4,834,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,183
Total interest from all sources2013-12-31$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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$27,183
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,193,765
Participant contributions at end of year2013-12-31$159,506
Participant contributions at beginning of year2013-12-31$67,788
Participant contributions at end of year2013-12-31$41,693
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$2,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$6,540,962
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,608,764
Interest on participant loans2013-12-31$4,971
Interest earned on other investments2013-12-31$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 year2013-12-31$132,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$121,606
Net investment gain/loss from pooled separate accounts2013-12-31$1,019,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$256,445
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MATHER & CO CPAS LLC
Accountancy firm EIN2013-12-31611210177
2012 : MORTENSON DENTAL PARTNERS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$217,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$187,256
Expenses. Certain deemed distributions of participant loans2012-12-31$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 year2012-12-31$4,834,689
Value of total assets at beginning of year2012-12-31$3,382,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,303
Total interest from all sources2012-12-31$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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$958,026
Participant contributions at end of year2012-12-31$67,788
Participant contributions at beginning of year2012-12-31$74,095
Participant contributions at end of year2012-12-31$36,531
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$7,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,292
Administrative expenses (other) incurred2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,252,570
Value of interest in pooled separate accounts at end of year2012-12-31$4,608,764
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$2,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$121,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$470,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$187,256
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MATHER & CO CPAS LLC
Accountancy firm EIN2012-12-31611210177

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

2023: MORTENSON DENTAL PARTNERS 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MORTENSON DENTAL PARTNERS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MORTENSON DENTAL PARTNERS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MORTENSON DENTAL PARTNERS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MORTENSON DENTAL PARTNERS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MORTENSON DENTAL PARTNERS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MORTENSON DENTAL PARTNERS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MORTENSON DENTAL PARTNERS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MORTENSON DENTAL PARTNERS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MORTENSON DENTAL PARTNERS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MORTENSON DENTAL PARTNERS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MORTENSON DENTAL PARTNERS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932417
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932417-000
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342086-000
Policy instance 2
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342086000
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342086000
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342086000
Policy instance 1

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