401k Plan data: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST plan

ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	001

ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

ENDODONTICS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ENDODONTICS, P.A.

Employer identification number (EIN): 522003671

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about ENDODONTICS, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1995-02-03

Company Identification Number: P95000009163

Legal Registered Office Address: 3225 AVIATION AVE., SUITE 500

MIAMI

33133

More information about ENDODONTICS, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST

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 CHARLES MANN 2022-10-07
001 2020-01-01 CHARLES MANN 2021-07-30
001 2019-01-01 CHARLES MANN 2020-07-16
001 2018-01-01 CHARLES MANN 2019-09-06
001 2017-01-01 CHARLES MANN 2018-07-18
001 2016-01-01 CHARLES MANN 2017-07-18
001 2015-01-01 CHARLES MANN 2016-04-05
001 2014-01-01 CHARLES MANN 2015-08-25
001 2013-01-01 CHARLES MANN
001 2012-01-01 CHARLES MANN
001 2011-01-01 CHARLES MANN
001 2010-01-01 SUSAN MANN
001 2009-01-01 SUSAN MANN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	CHARLES MANN	2022-10-07
001	2020-01-01	CHARLES MANN	2021-07-30
001	2019-01-01	CHARLES MANN	2020-07-16
001	2018-01-01	CHARLES MANN	2019-09-06
001	2017-01-01	CHARLES MANN	2018-07-18
001	2016-01-01	CHARLES MANN	2017-07-18
001	2015-01-01	CHARLES MANN	2016-04-05
001	2014-01-01	CHARLES MANN	2015-08-25
001	2013-01-01	CHARLES MANN
001	2012-01-01	CHARLES MANN
001	2011-01-01	CHARLES MANN
001	2010-01-01	SUSAN MANN
001	2009-01-01	SUSAN MANN

Plan Statistics for ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 27
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 26
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 31
Number of participants with account balances 2012-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 27
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 28
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 33
Number of participants with account balances 2010-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	27
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	26
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	31
Number of participants with account balances	2012-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	27
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	28
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	33
Number of participants with account balances	2010-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2013 : ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$757,372
Expenses. Total of all expenses incurred	2013-12-31	$227,517
Benefits paid (including direct rollovers)	2013-12-31	$210,296
Total plan assets at end of year	2013-12-31	$3,406,912
Total plan assets at beginning of year	2013-12-31	$2,877,057
Value of fidelity bond covering the plan	2013-12-31	$420,000
Total contributions received or receivable from participants	2013-12-31	$177,363
Other income received	2013-12-31	$507,589
Net income (gross income less expenses)	2013-12-31	$529,855
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,406,912
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,877,057
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$56,536
Total contributions received or receivable from employer(s)	2013-12-31	$72,420
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$17,221
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$549,367
Expenses. Total of all expenses incurred	2012-12-31	$16,538
Benefits paid (including direct rollovers)	2012-12-31	$1,925
Total plan assets at end of year	2012-12-31	$2,877,057
Total plan assets at beginning of year	2012-12-31	$2,344,228
Value of fidelity bond covering the plan	2012-12-31	$295,000
Total contributions received or receivable from participants	2012-12-31	$185,207
Assets. Value of loans (other than to participants)	2012-12-31	$18,917
Other income received	2012-12-31	$285,738
Net income (gross income less expenses)	2012-12-31	$532,829
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,877,057
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,344,228
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$77,947
Total contributions received or receivable from employer(s)	2012-12-31	$78,422
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$14,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$200,230
Expenses. Total of all expenses incurred	2011-12-31	$149,385
Benefits paid (including direct rollovers)	2011-12-31	$132,283
Total plan assets at end of year	2011-12-31	$2,344,228
Total plan assets at beginning of year	2011-12-31	$2,293,383
Value of fidelity bond covering the plan	2011-12-31	$295,000
Total contributions received or receivable from participants	2011-12-31	$189,785
Assets. Value of loans (other than to participants)	2011-12-31	$48,762
Other income received	2011-12-31	$-71,687
Net income (gross income less expenses)	2011-12-31	$50,845
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,344,228
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,293,383
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$91,243
Total contributions received or receivable from employer(s)	2011-12-31	$82,132
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$17,102
2010 : ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$515,999
Expenses. Total of all expenses incurred	2010-12-31	$17,690
Benefits paid (including direct rollovers)	2010-12-31	$1,947
Total plan assets at end of year	2010-12-31	$2,293,383
Total plan assets at beginning of year	2010-12-31	$1,795,074
Value of fidelity bond covering the plan	2010-12-31	$295,000
Total contributions received or receivable from participants	2010-12-31	$194,255
Assets. Value of loans (other than to participants)	2010-12-31	$80,000
Other income received	2010-12-31	$242,016
Net income (gross income less expenses)	2010-12-31	$498,309
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,293,383
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,795,074
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$149,809
Total contributions received or receivable from employer(s)	2010-12-31	$79,728
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$15,743
2009 : ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$942

Form 5500 Responses for ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST

2013: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

19186

Policy instance

Insurance contract or identification number	19186
Number of Individuals Covered	27
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,224
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

19186

Policy instance

Insurance contract or identification number	19186
Number of Individuals Covered	31
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,958
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,363
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS, LLC

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Company Name:	ENDODONTICS, P.A.
Employer identification number (EIN):	522003671
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1995-02-03
Company Identification Number:	P95000009163
Legal Registered Office Address:	3225 AVIATION AVE., SUITE 500 MIAMI 33133