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

GREAT LAKES DENTAL PARTNERS 401(K) PLAN 401k Plan overview

Plan Name	GREAT LAKES DENTAL PARTNERS 401(K) PLAN
Plan identification number	001

GREAT LAKES DENTAL PARTNERS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

GREAT LAKES DENTAL PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: GREAT LAKES DENTAL PARTNERS, LLC

Employer identification number (EIN): 473523941

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT LAKES DENTAL PARTNERS 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
001 2020-01-01 DANIEL ORTEGA 2021-09-07 DANIEL ORTEGA 2021-09-07
001 2019-01-01 DANIEL ORTEGA 2020-10-15 DANIEL ORTEGA 2020-10-15
001 2018-01-01 ANDREW COLMONE 2019-10-15 ANDREW COLMONE 2019-10-15
001 2017-01-01
001 2017-01-01
001 2016-01-01

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
001	2020-01-01	DANIEL ORTEGA	2021-09-07	DANIEL ORTEGA	2021-09-07
001	2019-01-01	DANIEL ORTEGA	2020-10-15	DANIEL ORTEGA	2020-10-15
001	2018-01-01	ANDREW COLMONE	2019-10-15	ANDREW COLMONE	2019-10-15
001	2017-01-01
001	2017-01-01
001	2016-01-01

Plan Statistics for GREAT LAKES DENTAL PARTNERS 401(K) PLAN

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

Measure Date Value
2022: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 371
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 402
Number of participants with account balances 2022-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 422
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 355
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 31
Total of all active and inactive participants 2021-01-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 386
Number of participants with account balances 2021-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 415
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 270
Number of other retired or separated participants entitled to future benefits 2020-01-01 85
Total of all active and inactive participants 2020-01-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 355
Number of participants with account balances 2020-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 329
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 62
Total of all active and inactive participants 2019-01-01 391
Total participants 2019-01-01 391
Number of participants with account balances 2019-01-01 155
2018: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 325
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 39
Total of all active and inactive participants 2018-01-01 364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 364
Number of participants with account balances 2018-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 168
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 36
Total of all active and inactive participants 2017-01-01 204
Total participants 2017-01-01 204
Number of participants with account balances 2017-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	371
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	402
Number of participants with account balances	2022-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	422
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	355
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	31
Total of all active and inactive participants	2021-01-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	386
Number of participants with account balances	2021-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	415
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	270
Number of other retired or separated participants entitled to future benefits	2020-01-01	85
Total of all active and inactive participants	2020-01-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	355
Number of participants with account balances	2020-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	329
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	62
Total of all active and inactive participants	2019-01-01	391
Total participants	2019-01-01	391
Number of participants with account balances	2019-01-01	155
2018: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	325
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	39
Total of all active and inactive participants	2018-01-01	364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	364
Number of participants with account balances	2018-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	168
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	36
Total of all active and inactive participants	2017-01-01	204
Total participants	2017-01-01	204
Number of participants with account balances	2017-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on GREAT LAKES DENTAL PARTNERS 401(K) PLAN

Measure	Date	Value
2022 : GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
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	$428,334
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$387,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$358,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,082,536
Value of total assets at end of year	2022-12-31	$3,994,393
Value of total assets at beginning of year	2022-12-31	$3,953,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$28,256
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$75,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$75,649
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$786,536
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$296,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$41,185
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,994,393
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,953,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,729,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,710,689
Value of interest in common/collective trusts at end of year	2022-12-31	$264,473
Value of interest in common/collective trusts at beginning of year	2022-12-31	$242,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-735,730
Net investment gain or loss from common/collective trusts	2022-12-31	$5,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$358,893
Contract administrator fees	2022-12-31	$28,256
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2022-12-31	381357951
2021 : GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$1,089,471
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$581,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$552,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$641,090
Value of total assets at end of year	2021-12-31	$3,953,208
Value of total assets at beginning of year	2021-12-31	$3,445,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$29,246
Total interest from all sources	2021-12-31	$2,387
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$62,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$62,255
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$634,543
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$6,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$507,906
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,953,208
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,445,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,710,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,176,016
Interest earned on other investments	2021-12-31	$2,387
Value of interest in common/collective trusts at end of year	2021-12-31	$242,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$269,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$381,374
Net investment gain or loss from common/collective trusts	2021-12-31	$2,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$552,319
Contract administrator fees	2021-12-31	$29,246
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	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PLANTE MORAN
Accountancy firm EIN	2021-12-31	381357951
2020 : GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,074,975
Total of all expenses incurred	2020-12-31	$296,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$276,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$628,705
Value of total assets at end of year	2020-12-31	$3,445,302
Value of total assets at beginning of year	2020-12-31	$2,666,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$541,393
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$86,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$778,612
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,445,302
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,666,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$19,465
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,176,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,556,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$269,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$110,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$446,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$591
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$276,898
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2020-12-31	381357951
2019 : GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,231,751
Total income from all sources (including contributions)	2019-12-31	$1,231,751
Total of all expenses incurred	2019-12-31	$379,564
Total of all expenses incurred	2019-12-31	$379,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$363,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$363,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$822,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$822,110
Value of total assets at end of year	2019-12-31	$2,666,690
Value of total assets at end of year	2019-12-31	$2,666,690
Value of total assets at beginning of year	2019-12-31	$1,814,503
Value of total assets at beginning of year	2019-12-31	$1,814,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$671,470
Contributions received from participants	2019-12-31	$671,470
Participant contributions at beginning of year	2019-12-31	$9,201
Participant contributions at beginning of year	2019-12-31	$9,201
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$150,640
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$150,640
Other income not declared elsewhere	2019-12-31	$2,723
Other income not declared elsewhere	2019-12-31	$2,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$852,187
Value of net income/loss	2019-12-31	$852,187
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,666,690
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,666,690
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,814,503
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,814,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$16,278
Investment advisory and management fees	2019-12-31	$16,278
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,556,236
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,556,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,640,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,640,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$110,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$110,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$164,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$164,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$406,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$406,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$363,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$363,286
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLARK SCHAEFER HACKETT
Accountancy firm name	2019-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2019-12-31	310800053
Accountancy firm EIN	2019-12-31	310800053
2018 : GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$587,315
Total of all expenses incurred	2018-12-31	$192,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$179,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$714,074
Value of total assets at end of year	2018-12-31	$1,814,503
Value of total assets at beginning of year	2018-12-31	$1,419,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$611,692
Participant contributions at end of year	2018-12-31	$9,201
Participant contributions at beginning of year	2018-12-31	$11,986
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$102,382
Other income not declared elsewhere	2018-12-31	$1,577
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	$395,181
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,814,503
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,419,322
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	$12,664
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,640,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,376,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$164,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$30,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-128,336
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$179,470
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	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2018-12-31	310800053
2017 : GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,339,083
Total of all expenses incurred	2017-12-31	$54,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$49,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,225,063
Value of total assets at end of year	2017-12-31	$1,419,322
Value of total assets at beginning of year	2017-12-31	$134,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$521,075
Participant contributions at end of year	2017-12-31	$11,986
Participant contributions at beginning of year	2017-12-31	$10,244
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$703,988
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	$1,284,396
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,419,322
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$134,926
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	$4,983
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,376,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$124,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$30,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$114,020
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$49,504
Contract administrator fees	2017-12-31	$200
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	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2017-12-31	310800053

Form 5500 Responses for GREAT LAKES DENTAL PARTNERS 401(K) PLAN

2022: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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
2020: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GREAT LAKES DENTAL PARTNERS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GREAT LAKES DENTAL PARTNERS 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

781-80012

Policy instance

Insurance contract or identification number	781-80012
Number of Individuals Covered	108
Insurance policy start date	2021-01-01
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	9

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

781-80012

Policy instance

Insurance contract or identification number	781-80012
Number of Individuals Covered	161
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

781-80012

Policy instance

Insurance contract or identification number	781-80012
Number of Individuals Covered	155
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

781-80012

Policy instance

Insurance contract or identification number	781-80012
Number of Individuals Covered	121
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

781-80012

Policy instance

Insurance contract or identification number	781-80012
Number of Individuals Covered	103
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	CHRISTIA JO KREINEST

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	GREAT LAKES DENTAL PARTNERS, LLC
Employer identification number (EIN):	473523941
NAIC Classification:	621210
NAIC Description:	Offices of Dentists