401k Plan data: LANHAM FAMILY DENTISTRY 401(K) PLAN plan

LANHAM FAMILY DENTISTRY 401(K) PLAN 401k Plan overview

Plan Name	LANHAM FAMILY DENTISTRY 401(K) PLAN
Plan identification number	001

LANHAM FAMILY DENTISTRY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

JAMES C. LANHAM, DDS, LLC has sponsored the creation of one or more 401k plans.

Company Name: JAMES C. LANHAM, DDS, LLC

Employer identification number (EIN): 472302019

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANHAM FAMILY DENTISTRY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 JAMES C. LANHAM 2022-10-14 JAMES C. LANHAM 2022-10-14
001 2020-01-01 DEBORAH LANHAM 2021-04-02 DEBORAH LANHAM 2021-04-02
001 2019-01-01 DEBORAH LANHAM 2020-04-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	JAMES C. LANHAM	2022-10-14	JAMES C. LANHAM	2022-10-14
001	2020-01-01	DEBORAH LANHAM	2021-04-02	DEBORAH LANHAM	2021-04-02
001	2019-01-01	DEBORAH LANHAM	2020-04-15

Plan Statistics for LANHAM FAMILY DENTISTRY 401(K) PLAN

401k plan membership statisitcs for LANHAM FAMILY DENTISTRY 401(K) PLAN

Measure Date Value
2021: LANHAM FAMILY DENTISTRY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0

Measure	Date	Value
2021: LANHAM FAMILY DENTISTRY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on LANHAM FAMILY DENTISTRY 401(K) PLAN

Measure	Date	Value
2021 : LANHAM FAMILY DENTISTRY 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total income from all sources	2021-12-31	$82,656
Expenses. Total of all expenses incurred	2021-12-31	$107,645
Benefits paid (including direct rollovers)	2021-12-31	$102,541
Total plan assets at end of year	2021-12-31	$971,314
Total plan assets at beginning of year	2021-12-31	$996,303
Value of fidelity bond covering the plan	2021-12-31	$15,000
Total contributions received or receivable from participants	2021-12-31	$5,791
Other income received	2021-12-31	$73,312
Net income (gross income less expenses)	2021-12-31	$-24,989
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$971,314
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$996,303
Total contributions received or receivable from employer(s)	2021-12-31	$3,553
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0

Form 5500 Responses for LANHAM FAMILY DENTISTRY 401(K) PLAN

2021: LANHAM FAMILY DENTISTRY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

708123

Policy instance

Insurance contract or identification number	708123
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-06-25
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

149888

Policy instance

Insurance contract or identification number	149888
Number of Individuals Covered	5
Insurance policy start date	2021-06-04
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2411
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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See full terms and conditions

Company Name:	JAMES C. LANHAM, DDS, LLC
Employer identification number (EIN):	472302019
NAIC Classification:	621210
NAIC Description:	Offices of Dentists