STAR DENTAL PARTNERS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STAR DENTAL PARTNERS, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : STAR DENTAL PARTNERS, LLC 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,300,060 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $277,891 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $267,947 |
| Value of total corrective distributions | 2023-12-31 | $3,712 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,781,081 |
| Value of total assets at end of year | 2023-12-31 | $4,280,099 |
| Value of total assets at beginning of year | 2023-12-31 | $2,257,930 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $6,232 |
| Total interest from all sources | 2023-12-31 | $4,942 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $85,729 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $85,729 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $226,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,538,435 |
| Participant contributions at end of year | 2023-12-31 | $74,125 |
| Participant contributions at beginning of year | 2023-12-31 | $63,898 |
| Participant contributions at end of year | 2023-12-31 | $54,528 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $242,646 |
| Other income not declared elsewhere | 2023-12-31 | $9 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $2,022,169 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $4,280,099 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,257,930 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $4,025,540 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,148,485 |
| Interest on participant loans | 2023-12-31 | $4,942 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $125,906 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $45,547 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $425,818 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $2,481 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $267,947 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MOWERY & SCHOENFELD,LLC |
| Accountancy firm EIN | 2023-12-31 | 364111140 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,300,060 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $277,891 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $267,947 |
| Value of total corrective distributions | 2023-01-01 | $3,712 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,781,081 |
| Value of total assets at end of year | 2023-01-01 | $4,280,099 |
| Value of total assets at beginning of year | 2023-01-01 | $2,257,930 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $6,232 |
| Total interest from all sources | 2023-01-01 | $4,942 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $85,729 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $85,729 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $226,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,538,435 |
| Participant contributions at end of year | 2023-01-01 | $74,125 |
| Participant contributions at beginning of year | 2023-01-01 | $63,898 |
| Participant contributions at end of year | 2023-01-01 | $54,528 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $242,646 |
| Other income not declared elsewhere | 2023-01-01 | $9 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $2,022,169 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $4,280,099 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $2,257,930 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $4,025,540 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $2,148,485 |
| Interest on participant loans | 2023-01-01 | $4,942 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $125,906 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $45,547 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $425,818 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $2,481 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $267,947 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | MOWERY & SCHOENFELD,LLC |
| Accountancy firm EIN | 2023-01-01 | 364111140 |
| 2022 : STAR DENTAL PARTNERS, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $1,020,267 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $66,456 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $62,417 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,284,334 |
| Value of total assets at end of year | 2022-12-31 | $2,257,930 |
| Value of total assets at beginning of year | 2022-12-31 | $1,304,119 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,039 |
| Total interest from all sources | 2022-12-31 | $1,809 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $46,550 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $46,550 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $131,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $883,643 |
| Participant contributions at end of year | 2022-12-31 | $63,898 |
| Participant contributions at beginning of year | 2022-12-31 | $21,627 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $400,691 |
| Other income not declared elsewhere | 2022-12-31 | $213 |
| Administrative expenses (other) incurred | 2022-12-31 | $4,039 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $953,811 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,257,930 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,304,119 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,148,485 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,278,793 |
| Interest on participant loans | 2022-12-31 | $1,809 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $45,547 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,699 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-312,987 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $348 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $62,417 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WEISS & COMPANY LLP |
| Accountancy firm EIN | 2022-12-31 | 362663249 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $1,020,267 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $66,456 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $62,417 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,284,334 |
| Value of total assets at end of year | 2022-01-01 | $2,257,930 |
| Value of total assets at beginning of year | 2022-01-01 | $1,304,119 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $4,039 |
| Total interest from all sources | 2022-01-01 | $1,809 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $46,550 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $46,550 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $131,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $883,643 |
| Participant contributions at end of year | 2022-01-01 | $63,898 |
| Participant contributions at beginning of year | 2022-01-01 | $21,627 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $400,691 |
| Other income not declared elsewhere | 2022-01-01 | $213 |
| Administrative expenses (other) incurred | 2022-01-01 | $4,039 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $953,811 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,257,930 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,304,119 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $2,148,485 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,278,793 |
| Interest on participant loans | 2022-01-01 | $1,809 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $45,547 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $3,699 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-312,987 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $348 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $62,417 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WEISS & COMPANY LLP |
| Accountancy firm EIN | 2022-01-01 | 362663249 |
| 2021 : STAR DENTAL PARTNERS, LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $993,766 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $21,937 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $20,872 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $875,214 |
| Value of total assets at end of year | 2021-12-31 | $1,304,119 |
| Value of total assets at beginning of year | 2021-12-31 | $332,290 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,065 |
| Total interest from all sources | 2021-12-31 | $2,558 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $28,848 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $28,848 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $34,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $408,272 |
| Participant contributions at end of year | 2021-12-31 | $21,627 |
| Participant contributions at beginning of year | 2021-12-31 | $24,961 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $466,942 |
| Other income not declared elsewhere | 2021-12-31 | $3,640 |
| Administrative expenses (other) incurred | 2021-12-31 | $1,065 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $971,829 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,304,119 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $332,290 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,278,793 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $307,329 |
| Interest on participant loans | 2021-12-31 | $2,558 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,699 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $83,457 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $49 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $20,872 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WEISS & COMPANY LLP |
| Accountancy firm EIN | 2021-12-31 | 362663249 |
