401k Plan data: SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN plan

SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN
Plan identification number	002

SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

SHORE ENDODONTIC GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name: SHORE ENDODONTIC GROUP LLC

Employer identification number (EIN): 611548253

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2023-01-01 RAJEEV GUPTA
002 2022-01-01 RAJEEV GUPTA 2023-10-04 RAJEEV GUPTA 2023-10-04
002 2021-01-01 RAJEEV GUPTA 2022-07-18 RAJEEV GUPTA 2022-07-18
002 2020-01-01 RAJEEV GUPTA 2021-07-01 RAJEEV GUPTA 2021-07-01
002 2019-01-01 RAJEEV GUPTA 2020-09-10 RAJEEV GUPTA 2020-09-10
002 2018-01-01
002 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2023-01-01	RAJEEV GUPTA
002	2022-01-01	RAJEEV GUPTA	2023-10-04	RAJEEV GUPTA	2023-10-04
002	2021-01-01	RAJEEV GUPTA	2022-07-18	RAJEEV GUPTA	2022-07-18
002	2020-01-01	RAJEEV GUPTA	2021-07-01	RAJEEV GUPTA	2021-07-01
002	2019-01-01	RAJEEV GUPTA	2020-09-10	RAJEEV GUPTA	2020-09-10
002	2018-01-01
002	2017-01-01

Financial Data on SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN

Measure	Date	Value
2025 : SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-15	0
Total liabilities as of the end of the plan year	2025-10-15	0
Total liabilities as of the beginning of the plan year	2025-10-15	0
Total expenses incurred by plan in this plan year	2025-10-15	15952
Net assets as of the end of the plan year	2025-10-15	1925864
Total assets as of the beginning of the plan year	2025-10-15	1697217
Value of plan covered by a fidelity bond	2025-10-15	169722
Participant contributions to plan in this plan year	2025-10-15	0
Other contributions to plan in this plan year	2025-10-15	0
Other income to plan in this plan year	2025-10-15	244599
Plan net income in this plan year	2025-10-15	228647
Net assets as of the end of the plan year	2025-10-15	1925864
Net assets as of the beginning of the plan year	2025-10-15	1697217
Employer contributions to plan in this plan year	2025-10-15	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-15	15952
2023 : SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN 2023 401k financial data
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$459,235
Expenses. Total of all expenses incurred	2023-12-31	$10,750
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$1,697,217
Total plan assets at beginning of year	2023-12-31	$1,248,732
Value of fidelity bond covering the plan	2023-12-31	$125,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$242,644
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$448,485
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,697,217
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,248,732
Assets. Value of real-estate (other than employer real property)	2023-12-31	$337,095
Total contributions received or receivable from employer(s)	2023-12-31	$216,591
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$10,750
2022 : SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$52,578
Expenses. Total of all expenses incurred	2022-12-31	$8,435
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$1,248,732
Total plan assets at beginning of year	2022-12-31	$1,204,589
Value of fidelity bond covering the plan	2022-12-31	$125,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$8,435
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-159,555
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$44,143
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,248,732
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,204,589
Total contributions received or receivable from employer(s)	2022-12-31	$212,133
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$349,548
Expenses. Total of all expenses incurred	2021-12-31	$7,788
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$1,204,589
Total plan assets at beginning of year	2021-12-31	$862,829
Value of fidelity bond covering the plan	2021-12-31	$125,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$7,788
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$140,710
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$341,760
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,204,589
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$862,829
Total contributions received or receivable from employer(s)	2021-12-31	$208,838
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$302,072
Expenses. Total of all expenses incurred	2020-12-31	$5,238
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$862,829
Total plan assets at beginning of year	2020-12-31	$565,995
Value of fidelity bond covering the plan	2020-12-31	$125,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$5,238
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$92,009
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$296,834
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$862,829
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$565,995
Total contributions received or receivable from employer(s)	2020-12-31	$210,063
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$247,264
Expenses. Total of all expenses incurred	2019-12-31	$3,050
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$565,995
Total plan assets at beginning of year	2019-12-31	$321,781
Value of fidelity bond covering the plan	2019-12-31	$125,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,050
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$38,004
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$244,214
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$565,995
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$321,781
Total contributions received or receivable from employer(s)	2019-12-31	$209,260
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$164,412
Expenses. Total of all expenses incurred	2018-12-31	$1,204
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$321,781
Total plan assets at beginning of year	2018-12-31	$158,573
Value of fidelity bond covering the plan	2018-12-31	$125,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$1,204
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-6,815
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$163,208
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$321,781
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$158,573
Total contributions received or receivable from employer(s)	2018-12-31	$171,227
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$158,573
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$158,573
Total plan assets at beginning of year	2017-12-31	$0
Value of fidelity bond covering the plan	2017-12-31	$125,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$0
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$158,573
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$158,573
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$158,573
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN

2023: SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
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: SHORE ENDODONTIC GROUP LLC CASH BALANCE 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHORE ENDODONTIC GROUP LLC CASH BALANCE 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHORE ENDODONTIC GROUP LLC CASH BALANCE 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SHORE ENDODONTIC GROUP LLC CASH BALANCE 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: SHORE ENDODONTIC GROUP LLC CASH BALANCE 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

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Company Name:	SHORE ENDODONTIC GROUP LLC
Employer identification number (EIN):	611548253
NAIC Classification:	621210
NAIC Description:	Offices of Dentists