401k Plan data: OAKBERRY DENTAL, INC. 401(K) PLAN plan

OAKBERRY DENTAL, INC. 401(K) PLAN 401k Plan overview

Plan Name	OAKBERRY DENTAL, INC. 401(K) PLAN
Plan identification number	001

OAKBERRY DENTAL, INC. 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
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

OAKBERRY DENTAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: OAKBERRY DENTAL, INC.

Employer identification number (EIN): 770525297

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAKBERRY DENTAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 AMY COELER 2019-10-10
001 2018-01-01 AMY COELER 2019-11-07
001 2017-01-01 AMY COELER
001 2016-01-01 AMY COELER, D.D.S.
001 2015-01-01 AMY COELER, D.D.S.
001 2014-01-01 AMY COELER, D.D.S.
001 2013-01-01 AMY COELER, D.D.S.
001 2012-01-01 AMY COELER, D.D.S.
001 2011-01-01 AMY COELER, D.D.S.
001 2009-01-01 AMY COELER, D.D.S. AMY COELER, D.D.S. 2010-10-14

Plan Statistics for OAKBERRY DENTAL, INC. 401(K) PLAN

401k plan membership statisitcs for OAKBERRY DENTAL, INC. 401(K) PLAN

Measure Date Value
2024: OAKBERRY DENTAL, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-08-20 11
Total number of particpants at end of year 2024-08-20 0
Number of Participants With Account Balances 2024-08-20 0
Total number of particpants at beginning of year 2024-05-13 16
Total number of particpants at end of year 2024-05-13 11
Number of Participants With Account Balances 2024-05-13 11
2022: OAKBERRY DENTAL, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-08-01 17
Total number of particpants at end of year 2022-08-01 16
Number of Participants With Account Balances 2022-08-01 16
2017: OAKBERRY DENTAL, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
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 3
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OAKBERRY DENTAL, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: OAKBERRY DENTAL, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OAKBERRY DENTAL, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OAKBERRY DENTAL, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OAKBERRY DENTAL, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 1
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OAKBERRY DENTAL, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: OAKBERRY DENTAL, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 1
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2024: OAKBERRY DENTAL, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-08-20	11
Total number of particpants at end of year	2024-08-20	0
Number of Participants With Account Balances	2024-08-20	0
Total number of particpants at beginning of year	2024-05-13	16
Total number of particpants at end of year	2024-05-13	11
Number of Participants With Account Balances	2024-05-13	11
2022: OAKBERRY DENTAL, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-08-01	17
Total number of particpants at end of year	2022-08-01	16
Number of Participants With Account Balances	2022-08-01	16
2017: OAKBERRY DENTAL, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
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	3
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OAKBERRY DENTAL, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: OAKBERRY DENTAL, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OAKBERRY DENTAL, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OAKBERRY DENTAL, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OAKBERRY DENTAL, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	1
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OAKBERRY DENTAL, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: OAKBERRY DENTAL, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	1
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OAKBERRY DENTAL, INC. 401(K) PLAN

Measure	Date	Value
2024 : OAKBERRY DENTAL, INC. 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-08-20	0
Total expenses incurred by plan in this plan year	2024-08-20	374088
Net assets as of the end of the plan year	2024-08-20	0
Total assets as of the beginning of the plan year	2024-08-20	357363
Value of plan covered by a fidelity bond	2024-08-20	233000
Participant contributions to plan in this plan year	2024-08-20	0
Other income to plan in this plan year	2024-08-20	16725
Plan net income in this plan year	2024-08-20	-357363
Net assets as of the end of the plan year	2024-08-20	0
Net assets as of the beginning of the plan year	2024-08-20	357363
Employer contributions to plan in this plan year	2024-08-20	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-20	1916
Total liabilities as of the end of the plan year	2024-05-13	0
Total liabilities as of the beginning of the plan year	2024-05-13	0
Total expenses incurred by plan in this plan year	2024-05-13	1946555
Net assets as of the end of the plan year	2024-05-13	357363
Total assets as of the beginning of the plan year	2024-05-13	2127113
Value of plan covered by a fidelity bond	2024-05-13	233000
Participant contributions to plan in this plan year	2024-05-13	31519
Value of participant loans at end of plan year	2024-05-13	0
Other income to plan in this plan year	2024-05-13	74294
Plan net income in this plan year	2024-05-13	-1769750
Net assets as of the end of the plan year	2024-05-13	357363
Net assets as of the beginning of the plan year	2024-05-13	2127113
Employer contributions to plan in this plan year	2024-05-13	70992
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-13	1641
2022 : OAKBERRY DENTAL, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-08-01	0
Total liabilities as of the end of the plan year	2022-08-01	0
Total liabilities as of the beginning of the plan year	2022-08-01	0
Total expenses incurred by plan in this plan year	2022-08-01	55004
Net assets as of the end of the plan year	2022-08-01	2206858
Total assets as of the beginning of the plan year	2022-08-01	2047054
Value of plan covered by a fidelity bond	2022-08-01	233000
Participant contributions to plan in this plan year	2022-08-01	65165
Value of participant loans at end of plan year	2022-08-01	47837
Other expenses paid from plan in this plan year	2022-08-01	0
Other contributions to plan in this plan year	2022-08-01	0
Other income to plan in this plan year	2022-08-01	87279
Plan net income in this plan year	2022-08-01	159804
Net assets as of the end of the plan year	2022-08-01	2206858
Net assets as of the beginning of the plan year	2022-08-01	2047054
Employer contributions to plan in this plan year	2022-08-01	62364
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-01	15220
2017 : OAKBERRY DENTAL, INC. 401(K) PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$226,768
Expenses. Total of all expenses incurred	2017-12-31	$11,424
Benefits paid (including direct rollovers)	2017-12-31	$3,703
Total plan assets at end of year	2017-12-31	$1,366,377
Total plan assets at beginning of year	2017-12-31	$1,151,033
Value of fidelity bond covering the plan	2017-12-31	$115,104
Total contributions received or receivable from participants	2017-12-31	$55,545
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$131,014
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$215,344
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,366,377
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,151,033
Assets. Value of participant loans	2017-12-31	$22,948
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$40,209
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	$7,721
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : OAKBERRY DENTAL, INC. 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$193,210
Expenses. Total of all expenses incurred	2016-12-31	$56,708
Benefits paid (including direct rollovers)	2016-12-31	$48,033
Total plan assets at end of year	2016-12-31	$1,151,033
Total plan assets at beginning of year	2016-12-31	$1,014,531
Value of fidelity bond covering the plan	2016-12-31	$102,000
Total contributions received or receivable from participants	2016-12-31	$58,592
Other income received	2016-12-31	$94,618
Net income (gross income less expenses)	2016-12-31	$136,502
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,151,033
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,014,531
Assets. Value of participant loans	2016-12-31	$33,293
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$290
Total contributions received or receivable from employer(s)	2016-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : OAKBERRY DENTAL, INC. 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$62,656
Expenses. Total of all expenses incurred	2015-12-31	$123,188
Benefits paid (including direct rollovers)	2015-12-31	$112,859
Total plan assets at end of year	2015-12-31	$1,014,531
Total plan assets at beginning of year	2015-12-31	$1,075,063
Value of fidelity bond covering the plan	2015-12-31	$108,000
Total contributions received or receivable from participants	2015-12-31	$55,212
Other income received	2015-12-31	$-32,556
Net income (gross income less expenses)	2015-12-31	$-60,532
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,014,531
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,075,063
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$6,593
Total contributions received or receivable from employer(s)	2015-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : OAKBERRY DENTAL, INC. 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$130,187
Expenses. Total of all expenses incurred	2014-12-31	$9,695
Total plan assets at end of year	2014-12-31	$1,075,063
Total plan assets at beginning of year	2014-12-31	$954,571
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$55,706
Other income received	2014-12-31	$34,481
Net income (gross income less expenses)	2014-12-31	$120,492
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,075,063
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$954,571
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$23,612
Total contributions received or receivable from employer(s)	2014-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$9,695
2013 : OAKBERRY DENTAL, INC. 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$202,006
Expenses. Total of all expenses incurred	2013-12-31	$7,884
Benefits paid (including direct rollovers)	2013-12-31	$119
Total plan assets at end of year	2013-12-31	$954,571
Total plan assets at beginning of year	2013-12-31	$760,449
Value of fidelity bond covering the plan	2013-12-31	$80,000
Total contributions received or receivable from participants	2013-12-31	$59,672
Other income received	2013-12-31	$112,334
Net income (gross income less expenses)	2013-12-31	$194,122
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$954,571
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$760,449
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$28,714
Total contributions received or receivable from employer(s)	2013-12-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,765
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : OAKBERRY DENTAL, INC. 401(K) PLAN 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	$172,700
Expenses. Total of all expenses incurred	2012-12-31	$5,855
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$760,449
Total plan assets at beginning of year	2012-12-31	$593,604
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$76,160
Other income received	2012-12-31	$66,540
Net income (gross income less expenses)	2012-12-31	$166,845
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$760,449
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$593,604
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$29,520
Total contributions received or receivable from employer(s)	2012-12-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,855
2011 : OAKBERRY DENTAL, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$100,391
Expenses. Total of all expenses incurred	2011-12-31	$34,708
Benefits paid (including direct rollovers)	2011-12-31	$29,807
Total plan assets at end of year	2011-12-31	$593,604
Total plan assets at beginning of year	2011-12-31	$527,921
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$77,005
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$3,386
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$65,683
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$593,604
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$527,921
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$29,131
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$10,980
Total contributions received or receivable from employer(s)	2011-12-31	$20,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,901
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : OAKBERRY DENTAL, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$124,447
Expenses. Total of all expenses incurred	2010-12-31	$3,887
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$527,921
Total plan assets at beginning of year	2010-12-31	$407,361
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$63,866
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$45,581
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$120,560
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$527,921
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$407,361
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$28,665
Total contributions received or receivable from employer(s)	2010-12-31	$15,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,887

Form 5500 Responses for OAKBERRY DENTAL, INC. 401(K) PLAN

2017: OAKBERRY DENTAL, INC. 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OAKBERRY DENTAL, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OAKBERRY DENTAL, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OAKBERRY DENTAL, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OAKBERRY DENTAL, INC. 401(K) PLAN 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OAKBERRY DENTAL, INC. 401(K) PLAN 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OAKBERRY DENTAL, INC. 401(K) PLAN 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OAKBERRY DENTAL, INC. 401(K) PLAN 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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:	OAKBERRY DENTAL, INC.
Employer identification number (EIN):	770525297
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	AMY COELER	2019-10-10
001	2018-01-01	AMY COELER	2019-11-07
001	2017-01-01	AMY COELER
001	2016-01-01	AMY COELER, D.D.S.
001	2015-01-01	AMY COELER, D.D.S.
001	2014-01-01	AMY COELER, D.D.S.
001	2013-01-01	AMY COELER, D.D.S.
001	2012-01-01	AMY COELER, D.D.S.
001	2011-01-01	AMY COELER, D.D.S.
001	2009-01-01	AMY COELER, D.D.S.		AMY COELER, D.D.S.	2010-10-14