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ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST
Plan identification number 001

ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

ALEXANDRIA DENTAL, A PROFESSIONAL DENTAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDRIA DENTAL, A PROFESSIONAL DENTAL CORPORATION
Employer identification number (EIN):721442919
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01KEITH SYLVESTER, D.D.S.2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01KEITH SYLVESTER, D.D.S.
0012014-01-01KEITH SYLVESTER, D.D.S.
0012013-01-01KEITH SYLVESTER, D.D.S.
0012012-01-01KEITH SYLVESTER, D.D.S.
0012011-01-01KEITH SYLVESTER, D.D.S.
0012009-01-01KEITH SYLVESTER, D.D.S.
0012009-01-01KEITH SYLVESTER, D.D.S.

Financial Data on ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST

Measure Date Value
2025 : ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-0515827
Net assets as of the end of the plan year2025-05-051054862
Total assets as of the beginning of the plan year2025-05-05913549
Value of plan covered by a fidelity bond2025-05-0590000
Participant contributions to plan in this plan year2025-05-0538440
Other income to plan in this plan year2025-05-0562367
Plan net income in this plan year2025-05-05141313
Net assets as of the end of the plan year2025-05-051054862
Net assets as of the beginning of the plan year2025-05-05913549
Employer contributions to plan in this plan year2025-05-0556333
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-056238
2024 : ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-05466998
Net assets as of the end of the plan year2024-03-05913549
Total assets as of the beginning of the plan year2024-03-051180869
Value of plan covered by a fidelity bond2024-03-0590000
Participant contributions to plan in this plan year2024-03-0536454
Other income to plan in this plan year2024-03-05111934
Plan net income in this plan year2024-03-05-267320
Net assets as of the end of the plan year2024-03-05913549
Net assets as of the beginning of the plan year2024-03-051180869
Employer contributions to plan in this plan year2024-03-0551290
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-056867
2022 : ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-097485
Net assets as of the end of the plan year2022-06-091276146
Total assets as of the beginning of the plan year2022-06-091092045
Value of plan covered by a fidelity bond2022-06-0990000
Participant contributions to plan in this plan year2022-06-0926940
Other income to plan in this plan year2022-06-09111113
Plan net income in this plan year2022-06-09184101
Net assets as of the end of the plan year2022-06-091276146
Net assets as of the beginning of the plan year2022-06-091092045
Employer contributions to plan in this plan year2022-06-0953533
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-097485
2018 : ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-60,063
Expenses. Total of all expenses incurred2018-12-31$6,293
Total plan assets at end of year2018-12-31$910,629
Total plan assets at beginning of year2018-12-31$976,985
Value of fidelity bond covering the plan2018-12-31$90,000
Total contributions received or receivable from participants2018-12-31$9,818
Other income received2018-12-31$-79,814
Net income (gross income less expenses)2018-12-31$-66,356
Net plan assets at end of year (total assets less liabilities)2018-12-31$910,629
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$976,985
Total contributions received or receivable from employer(s)2018-12-31$9,933
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,293
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$108,765
Expenses. Total of all expenses incurred2017-12-31$9,355
Benefits paid (including direct rollovers)2017-12-31$3,379
Total plan assets at end of year2017-12-31$976,985
Total plan assets at beginning of year2017-12-31$877,575
Value of fidelity bond covering the plan2017-12-31$90,000
Total contributions received or receivable from participants2017-12-31$13,945
Other income received2017-12-31$85,811
Net income (gross income less expenses)2017-12-31$99,410
Net plan assets at end of year (total assets less liabilities)2017-12-31$976,985
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$877,575
Assets. Value of participant loans2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$9,009
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,976
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$137
Total income from all sources2016-12-31$60,063
Expenses. Total of all expenses incurred2016-12-31$7,193
Total plan assets at end of year2016-12-31$877,575
Total plan assets at beginning of year2016-12-31$824,842
Value of fidelity bond covering the plan2016-12-31$90,000
Total contributions received or receivable from participants2016-12-31$13,515
Other income received2016-12-31$43,184
Net income (gross income less expenses)2016-12-31$52,870
Net plan assets at end of year (total assets less liabilities)2016-12-31$877,575
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$824,705
Assets. Value of participant loans2016-12-31$8,510
Total contributions received or receivable from employer(s)2016-12-31$3,364
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,193
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$137
Total plan liabilities at beginning of year2015-12-31$137
Total income from all sources2015-12-31$-56,063
Expenses. Total of all expenses incurred2015-12-31$9,010
Benefits paid (including direct rollovers)2015-12-31$510
Total plan assets at end of year2015-12-31$822,187
Total plan assets at beginning of year2015-12-31$887,260
Value of fidelity bond covering the plan2015-12-31$700,000
Total contributions received or receivable from participants2015-12-31$11,250
Other income received2015-12-31$-72,991
Net income (gross income less expenses)2015-12-31$-65,073
Net plan assets at end of year (total assets less liabilities)2015-12-31$822,050
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$887,123
Assets. Value of participant loans2015-12-31$11,521
Total contributions received or receivable from employer(s)2015-12-31$5,678
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$137
Total plan liabilities at beginning of year2014-12-31$137
Total income from all sources2014-12-31$35,952
Expenses. Total of all expenses incurred2014-12-31$24,666
Benefits paid (including direct rollovers)2014-12-31$16,560
Total plan assets at end of year2014-12-31$895,501
Total plan assets at beginning of year2014-12-31$884,215
Value of fidelity bond covering the plan2014-12-31$700,000
Total contributions received or receivable from participants2014-12-31$15,090
Other income received2014-12-31$20,862
Net income (gross income less expenses)2014-12-31$11,286
Net plan assets at end of year (total assets less liabilities)2014-12-31$895,364
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$884,078
Assets. Value of participant loans2014-12-31$15,389
Assets. Value of assets in partnership/joint-venture interests2014-12-31$69,507
Total contributions received or receivable from employer(s)2014-12-31$3,392
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$137
Total plan liabilities at beginning of year2013-12-31$137
Total income from all sources2013-12-31$76,565
Expenses. Total of all expenses incurred2013-12-31$7,514
Total plan assets at end of year2013-12-31$884,215
Total plan assets at beginning of year2013-12-31$815,164
Value of fidelity bond covering the plan2013-12-31$700,000
Total contributions received or receivable from participants2013-12-31$11,940
Other income received2013-12-31$61,579
Net income (gross income less expenses)2013-12-31$69,051
Net plan assets at end of year (total assets less liabilities)2013-12-31$884,078
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$815,027
Assets. Value of participant loans2013-12-31$19,097
Assets. Value of assets in partnership/joint-venture interests2013-12-31$69,507
Total contributions received or receivable from employer(s)2013-12-31$3,046
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,514
2012 : ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$137
Total plan liabilities at beginning of year2012-12-31$137
Total income from all sources2012-12-31$77,421
Expenses. Total of all expenses incurred2012-12-31$6,736
Total plan assets at end of year2012-12-31$805,883
Total plan assets at beginning of year2012-12-31$735,198
Value of fidelity bond covering the plan2012-12-31$700,000
Total contributions received or receivable from participants2012-12-31$20,364
Other income received2012-12-31$46,793
Net income (gross income less expenses)2012-12-31$70,685
Net plan assets at end of year (total assets less liabilities)2012-12-31$805,746
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$735,061
Assets. Value of assets in partnership/joint-venture interests2012-12-31$71,448
Total contributions received or receivable from employer(s)2012-12-31$10,264
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,736
2011 : ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$137
Total plan liabilities at beginning of year2011-12-31$137
Total income from all sources2011-12-31$39,248
Expenses. Total of all expenses incurred2011-12-31$6,310
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$735,198
Total plan assets at beginning of year2011-12-31$702,260
Value of fidelity bond covering the plan2011-12-31$90,000
Total contributions received or receivable from participants2011-12-31$18,150
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$2,086
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$32,938
Net plan assets at end of year (total assets less liabilities)2011-12-31$735,061
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$702,123
Assets. Value of assets in partnership/joint-venture interests2011-12-31$70,188
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$8,623
Total contributions received or receivable from employer(s)2011-12-31$19,012
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,310
2010 : ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$137
Total plan liabilities at beginning of year2010-12-31$137
Total income from all sources2010-12-31$34,366
Expenses. Total of all expenses incurred2010-12-31$5,661
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$702,260
Total plan assets at beginning of year2010-12-31$673,555
Value of fidelity bond covering the plan2010-12-31$90,000
Total contributions received or receivable from participants2010-12-31$18,300
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$12,008
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$28,705
Net plan assets at end of year (total assets less liabilities)2010-12-31$702,123
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$673,418
Assets. Value of assets in partnership/joint-venture interests2010-12-31$69,064
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$7,662
Total contributions received or receivable from employer(s)2010-12-31$4,058
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,661

Form 5500 Responses for ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST

2018: ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALEXANDRIA DENTAL, PDC RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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