401k Plan data: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN plan

ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 401k Plan overview

Plan Name	ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN
Plan identification number	001

ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ACCESS DENTAL SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: ACCESS DENTAL SERVICES, LLC

Employer identification number (EIN): 471272105

NAIC Classification: 524140

Additional information about ACCESS DENTAL SERVICES, LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 201419010342

More information about ACCESS DENTAL SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROXANNE ADAMS ROXANNE ADAMS 2018-10-06
001 2016-01-01 ROXANNE K. ADAMS
001 2015-01-01 TANYA KHARCHENKO
001 2015-01-01 TANYA KHARCHENKO
001 2014-01-01 TANYA KHARCHENKO

Plan Statistics for ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN

401k plan membership statisitcs for ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN

Measure Date Value
2019: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 67
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 94
Total of all active and inactive participants 2018-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 161
Number of participants with account balances 2018-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 30
2017: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 125
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 57
Total of all active and inactive participants 2017-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 182
Number of participants with account balances 2017-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 102
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 132
Total of all active and inactive participants 2016-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 234
Number of participants with account balances 2016-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 18
2015: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 185
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 77
Total of all active and inactive participants 2015-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 262
Number of participants with account balances 2015-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 398
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 63
Total of all active and inactive participants 2014-01-01 461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 461
Number of participants with account balances 2014-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 16

Measure	Date	Value
2019: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	67
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	94
Total of all active and inactive participants	2018-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	161
Number of participants with account balances	2018-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	30
2017: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	125
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	57
Total of all active and inactive participants	2017-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	182
Number of participants with account balances	2017-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	102
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	132
Total of all active and inactive participants	2016-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	234
Number of participants with account balances	2016-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	18
2015: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	185
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	77
Total of all active and inactive participants	2015-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	262
Number of participants with account balances	2015-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	398
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	63
Total of all active and inactive participants	2014-01-01	461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	461
Number of participants with account balances	2014-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	16

Financial Data on ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN

Measure	Date	Value
2019 : ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-07-26	$0
2018 : ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$0
Total income from all sources (including contributions)	2018-12-31	$133,150
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,006,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$984,289
Value of total corrective distributions	2018-12-31	$2,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$286,742
Value of total assets at end of year	2018-12-31	$3,582,273
Value of total assets at beginning of year	2018-12-31	$4,455,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,859
Total interest from all sources	2018-12-31	$8,053
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$57,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$57,621
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$213,804
Participant contributions at end of year	2018-12-31	$154,819
Participant contributions at beginning of year	2018-12-31	$146,825
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$7,780
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$31,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-872,954
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,582,273
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,455,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$2,715
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,854,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,017,502
Interest on participant loans	2018-12-31	$8,053
Value of interest in common/collective trusts at end of year	2018-12-31	$572,976
Value of interest in common/collective trusts at beginning of year	2018-12-31	$280,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-234,187
Net investment gain or loss from common/collective trusts	2018-12-31	$14,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$41,106
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$2,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$984,289
Contract administrator fees	2018-12-31	$16,144
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934
2017 : ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$2,593,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
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	$1,082,161
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$718,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$690,525
Value of total corrective distributions	2017-12-31	$11,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$309,402
Value of total assets at end of year	2017-12-31	$4,455,227
Value of total assets at beginning of year	2017-12-31	$6,685,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$17,009
Total interest from all sources	2017-12-31	$5,073
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$56,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$56,113
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$252,865
Participant contributions at end of year	2017-12-31	$146,825
Participant contributions at beginning of year	2017-12-31	$174,167
Participant contributions at end of year	2017-12-31	$7,780
Participant contributions at beginning of year	2017-12-31	$21,405
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$29,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$363,441
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,455,227
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,685,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$4,643
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,017,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,113,548
Interest on participant loans	2017-12-31	$5,073
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$280,576
Value of interest in common/collective trusts at beginning of year	2017-12-31	$371,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$701,880
Net investment gain or loss from common/collective trusts	2017-12-31	$9,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$27,090
Employer contributions (assets) at end of year	2017-12-31	$2,544
Employer contributions (assets) at beginning of year	2017-12-31	$5,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$690,525
Contract administrator fees	2017-12-31	$12,366
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2017-12-31	300840934
2016 : ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
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	$1,152,510
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$611,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$575,552
Value of total corrective distributions	2016-12-31	$3,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$691,651
Value of total assets at end of year	2016-12-31	$6,685,779
Value of total assets at beginning of year	2016-12-31	$6,145,244
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$32,768
Total interest from all sources	2016-12-31	$7,465
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$87,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$87,643
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$551,770
Participant contributions at end of year	2016-12-31	$174,167
Participant contributions at beginning of year	2016-12-31	$152,429
Participant contributions at end of year	2016-12-31	$21,405
Participant contributions at beginning of year	2016-12-31	$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$540,535
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,685,779
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,145,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$4,324
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,113,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,770,276
Interest on participant loans	2016-12-31	$7,465
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$371,389
Value of interest in common/collective trusts at beginning of year	2016-12-31	$222,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$350,438
Net investment gain or loss from common/collective trusts	2016-12-31	$15,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$139,881
Employer contributions (assets) at end of year	2016-12-31	$5,270
Employer contributions (assets) at beginning of year	2016-12-31	$50
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$575,552
Contract administrator fees	2016-12-31	$28,444
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2016-12-31	300840934
2015 : ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
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	$662,985
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$629,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$604,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$703,458
Value of total assets at end of year	2015-12-31	$6,145,244
Value of total assets at beginning of year	2015-12-31	$6,112,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$25,788
Total interest from all sources	2015-12-31	$5,735
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$93,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$93,802
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$554,998
Participant contributions at end of year	2015-12-31	$152,429
Participant contributions at beginning of year	2015-12-31	$137,974
Participant contributions at end of year	2015-12-31	$100
Participant contributions at beginning of year	2015-12-31	$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$33,067
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,145,244
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,112,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$3,777
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,770,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,724,381
Interest on participant loans	2015-12-31	$5,735
Income. Interest from loans (other than to participants)	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$222,389
Value of interest in common/collective trusts at beginning of year	2015-12-31	$249,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-150,908
Net investment gain or loss from common/collective trusts	2015-12-31	$10,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$148,460
Employer contributions (assets) at end of year	2015-12-31	$50
Employer contributions (assets) at beginning of year	2015-12-31	$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$604,130
Contract administrator fees	2015-12-31	$22,011
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TARVARAN, ASKELSON & COMPANY LLP
Accountancy firm EIN	2015-12-31	020790027
2014 : ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$2,150,071
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	$0
Total income from all sources (including contributions)	2014-12-31	$1,532,571
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$655,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$623,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,028,268
Value of total assets at end of year	2014-12-31	$6,112,177
Value of total assets at beginning of year	2014-12-31	$7,385,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$32,251
Total interest from all sources	2014-12-31	$8,362
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$105,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$105,182
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$835,442
Participant contributions at end of year	2014-12-31	$137,974
Participant contributions at beginning of year	2014-12-31	$214,400
Participant contributions at end of year	2014-12-31	$40
Participant contributions at beginning of year	2014-12-31	$4,261
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$20,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$877,102
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,112,177
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,385,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$5,938
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,724,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,580,726
Interest on participant loans	2014-12-31	$8,362
Value of interest in common/collective trusts at end of year	2014-12-31	$249,769
Value of interest in common/collective trusts at beginning of year	2014-12-31	$585,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$373,667
Net investment gain or loss from common/collective trusts	2014-12-31	$17,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$171,867
Employer contributions (assets) at end of year	2014-12-31	$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$623,218
Contract administrator fees	2014-12-31	$26,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TARVARAN, ASKELSON & COMPANY LLP
Accountancy firm EIN	2014-12-31	020790027

Form 5500 Responses for ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN

2019: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ACCESS DENTAL / PREMIER ACCESS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ACCESS DENTAL SERVICES, LLC
Employer identification number (EIN):	471272105
NAIC Classification:	524140

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	201419010342