SUGAR BUGS PEDIATRIC DENTISTRY PROFESSIONAL, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUGAR BUGS PEDIATRIC DENTISTRY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2020: SUGAR BUGS PEDIATRIC DENTISTRY 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 11 |
| Number of participants with account balances | 2020-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SUGAR BUGS PEDIATRIC DENTISTRY 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 13 |
| Number of participants with account balances | 2019-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : SUGAR BUGS PEDIATRIC DENTISTRY 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $274,795 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $726 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $726 |
| Total plan assets at end of year | 2020-12-31 | $1,524,151 |
| Total plan assets at beginning of year | 2020-12-31 | $1,250,082 |
| Value of fidelity bond covering the plan | 2020-12-31 | $385,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $62,777 |
| Other income received | 2020-12-31 | $192,721 |
| Net income (gross income less expenses) | 2020-12-31 | $274,069 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,524,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,250,082 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $19,297 |
| 2019 : SUGAR BUGS PEDIATRIC DENTISTRY 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $331,801 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $21,077 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $21,077 |
| Total plan assets at end of year | 2019-12-31 | $1,250,082 |
| Total plan assets at beginning of year | 2019-12-31 | $939,358 |
| Value of fidelity bond covering the plan | 2019-12-31 | $385,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $63,087 |
| Other income received | 2019-12-31 | $248,480 |
| Net income (gross income less expenses) | 2019-12-31 | $310,724 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,250,082 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $939,358 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $20,234 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 140134 |
| Policy instance | 1 |
| Insurance contract or identification number | 140134 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $8,000 | | Total amount of fees paid to insurance company | USD $1,039 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,000 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1039 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 140134 |
| Policy instance | 1 |
| Insurance contract or identification number | 140134 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $3,274 | | Total amount of fees paid to insurance company | USD $2,760 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2760 | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $1,888 |
|
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