401k Plan data: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL plan

BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 401k Plan overview

Plan Name	BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL
Plan identification number	001

BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BIRNER DENTAL MANAGEMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BIRNER DENTAL MANAGEMENT SERVICES, INC.

Employer identification number (EIN): 841307044

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about BIRNER DENTAL MANAGEMENT SERVICES, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1995-05-17

Company Identification Number: 19951065738

Legal Registered Office Address: attn: Tax Dept
1777 S. Harrison St., Ste. 1400
Denver
United States of America (USA)
80210-3937

More information about BIRNER DENTAL MANAGEMENT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROBERT EISEN 2023-09-14
001 2021-01-01 JOSEPH SIVORI 2022-10-16
001 2021-01-01 ROBERT EISEN 2023-07-19
001 2020-01-01 JOSEPH SIVORI 2021-10-14
001 2020-01-01 JOSEPH SIVORI 2022-09-01
001 2019-01-01 CARL BUDKE 2020-10-13
001 2018-01-01 CARL BUDKE 2019-10-13
001 2017-01-01
001 2016-01-01
001 2015-01-01 CARL BUDKE
001 2014-01-01 CARL BUDKE
001 2013-01-01 SHANNON MIKA
001 2012-01-01 SHANNON MIKA
001 2011-01-01 SHANNON MIKA
001 2009-01-01 SHANNON MIKA CARL BUDKE 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ROBERT EISEN	2023-09-14
001	2021-01-01	JOSEPH SIVORI	2022-10-16
001	2021-01-01	ROBERT EISEN	2023-07-19
001	2020-01-01	JOSEPH SIVORI	2021-10-14
001	2020-01-01	JOSEPH SIVORI	2022-09-01
001	2019-01-01	CARL BUDKE	2020-10-13
001	2018-01-01	CARL BUDKE	2019-10-13
001	2017-01-01
001	2016-01-01
001	2015-01-01	CARL BUDKE
001	2014-01-01	CARL BUDKE
001	2013-01-01	SHANNON MIKA
001	2012-01-01	SHANNON MIKA
001	2011-01-01	SHANNON MIKA
001	2009-01-01	SHANNON MIKA		CARL BUDKE	2010-10-08

Plan Statistics for BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL

401k plan membership statisitcs for BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL

Measure Date Value
2022: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2022 401k membership
Total participants, beginning-of-year 2022-01-01 432
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2021 401k membership
Total participants, beginning-of-year 2021-01-01 452
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 339
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 93
Total of all active and inactive participants 2021-01-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 432
Number of participants with account balances 2021-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2020 401k membership
Total participants, beginning-of-year 2020-01-01 494
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 351
Number of other retired or separated participants entitled to future benefits 2020-01-01 100
Total of all active and inactive participants 2020-01-01 451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 452
Number of participants with account balances 2020-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 19
2019: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2019 401k membership
Total participants, beginning-of-year 2019-01-01 999
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 388
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 94
Total of all active and inactive participants 2019-01-01 482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 483
Number of participants with account balances 2019-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 26
2018: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2018 401k membership
Total participants, beginning-of-year 2018-01-01 878
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 913
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 79
Total of all active and inactive participants 2018-01-01 992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 993
Number of participants with account balances 2018-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2017 401k membership
Total participants, beginning-of-year 2017-01-01 525
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 736
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 86
Total of all active and inactive participants 2017-01-01 822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 824
Number of participants with account balances 2017-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 22
2016: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2016 401k membership
Total participants, beginning-of-year 2016-01-01 531
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 400
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 81
Total of all active and inactive participants 2016-01-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 482
Number of participants with account balances 2016-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 19
2015: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2015 401k membership
Total participants, beginning-of-year 2015-01-01 487
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 410
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 105
Total of all active and inactive participants 2015-01-01 515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 516
Number of participants with account balances 2015-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 26
2014: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2014 401k membership
Total participants, beginning-of-year 2014-01-01 546
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 425
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 62
Total of all active and inactive participants 2014-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 487
Number of participants with account balances 2014-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 29
2013: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2013 401k membership
Total participants, beginning-of-year 2013-01-01 514
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 462
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 62
Total of all active and inactive participants 2013-01-01 524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 524
Number of participants with account balances 2013-01-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 21
2012: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2012 401k membership
Total participants, beginning-of-year 2012-01-01 512
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 450
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 52
Total of all active and inactive participants 2012-01-01 502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 502
Number of participants with account balances 2012-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2011 401k membership
Total participants, beginning-of-year 2011-01-01 539
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 441
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 52
Total of all active and inactive participants 2011-01-01 493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 493
Number of participants with account balances 2011-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 13
2009: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2009 401k membership
Total participants, beginning-of-year 2009-01-01 628
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 445
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 37
Total of all active and inactive participants 2009-01-01 482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 482
Number of participants with account balances 2009-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2022: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2022 401k membership
Total participants, beginning-of-year	2022-01-01	432
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2021 401k membership
Total participants, beginning-of-year	2021-01-01	452
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	339
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	93
Total of all active and inactive participants	2021-01-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	432
Number of participants with account balances	2021-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2020 401k membership
Total participants, beginning-of-year	2020-01-01	494
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	351
Number of other retired or separated participants entitled to future benefits	2020-01-01	100
Total of all active and inactive participants	2020-01-01	451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	452
Number of participants with account balances	2020-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	19
2019: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2019 401k membership
Total participants, beginning-of-year	2019-01-01	999
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	388
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	94
Total of all active and inactive participants	2019-01-01	482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	483
Number of participants with account balances	2019-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	26
2018: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2018 401k membership
Total participants, beginning-of-year	2018-01-01	878
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	913
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	79
Total of all active and inactive participants	2018-01-01	992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	993
Number of participants with account balances	2018-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2017 401k membership
Total participants, beginning-of-year	2017-01-01	525
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	736
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	86
Total of all active and inactive participants	2017-01-01	822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	824
Number of participants with account balances	2017-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	22
2016: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2016 401k membership
Total participants, beginning-of-year	2016-01-01	531
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	400
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	81
Total of all active and inactive participants	2016-01-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	482
Number of participants with account balances	2016-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	19
2015: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2015 401k membership
Total participants, beginning-of-year	2015-01-01	487
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	410
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	105
Total of all active and inactive participants	2015-01-01	515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	516
Number of participants with account balances	2015-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	26
2014: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2014 401k membership
Total participants, beginning-of-year	2014-01-01	546
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	425
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	62
Total of all active and inactive participants	2014-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	487
Number of participants with account balances	2014-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	29
2013: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2013 401k membership
Total participants, beginning-of-year	2013-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	462
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	62
Total of all active and inactive participants	2013-01-01	524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	524
Number of participants with account balances	2013-01-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	21
2012: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2012 401k membership
Total participants, beginning-of-year	2012-01-01	512
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	450
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	52
Total of all active and inactive participants	2012-01-01	502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	502
Number of participants with account balances	2012-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2011 401k membership
Total participants, beginning-of-year	2011-01-01	539
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	441
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	52
Total of all active and inactive participants	2011-01-01	493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	493
Number of participants with account balances	2011-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	13
2009: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2009 401k membership
Total participants, beginning-of-year	2009-01-01	628
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	445
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	37
Total of all active and inactive participants	2009-01-01	482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	482
Number of participants with account balances	2009-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL

Measure	Date	Value
2022 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-11-22	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-22	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-22	$0
Total income from all sources (including contributions)	2022-11-22	$-1,754,417
Total loss/gain on sale of assets	2022-11-22	$0
Total of all expenses incurred	2022-11-22	$9,628,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-11-22	$9,475,356
Value of total corrective distributions	2022-11-22	$110,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-11-22	$0
Value of total assets at end of year	2022-11-22	$0
Value of total assets at beginning of year	2022-11-22	$11,383,306
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-11-22	$43,514
Total interest from all sources	2022-11-22	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-11-22	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-11-22	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-11-22	$0
Was this plan covered by a fidelity bond	2022-11-22	Yes
Value of fidelity bond cover	2022-11-22	$3,000,000
If this is an individual account plan, was there a blackout period	2022-11-22	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-11-22	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-22	No
Value of net income/loss	2022-11-22	$-11,383,306
Value of net assets at end of year (total assets less liabilities)	2022-11-22	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-11-22	$11,383,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-11-22	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-11-22	No
Were any leases to which the plan was party in default or uncollectible	2022-11-22	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-11-22	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-11-22	$11,197,520
Value of interest in pooled separate accounts at end of year	2022-11-22	$0
Value of interest in pooled separate accounts at beginning of year	2022-11-22	$14,852
Value of interest in common/collective trusts at end of year	2022-11-22	$0
Value of interest in common/collective trusts at beginning of year	2022-11-22	$170,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-11-22	$-1,754,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-11-22	No
Was there a failure to transmit to the plan any participant contributions	2022-11-22	No
Has the plan failed to provide any benefit when due under the plan	2022-11-22	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-11-22	$9,475,356
Contract administrator fees	2022-11-22	$43,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-11-22	Yes
Did the plan have assets held for investment	2022-11-22	No
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	2022-11-22	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-11-22	Yes
Opinion of an independent qualified public accountant for this plan	2022-11-22	Unqualified
Accountancy firm name	2022-11-22	SUSTIN, BARTELL & FITZGERALD LTD
Accountancy firm EIN	2022-11-22	341748861
2021 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2021 401k financial data
Total unrealized appreciation/depreciation of assets	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	$929,287
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,711,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,625,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,310
Value of total assets at end of year	2021-12-31	$11,383,306
Value of total assets at beginning of year	2021-12-31	$14,165,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$86,028
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$207,728
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	$207,728
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,022
Other income not declared elsewhere	2021-12-31	$-39,028
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	$-2,782,259
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,383,306
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,165,565
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
Investment advisory and management fees	2021-12-31	$3,142
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,197,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,502,156
Value of interest in pooled separate accounts at end of year	2021-12-31	$14,852
Value of interest in common/collective trusts at end of year	2021-12-31	$170,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,663,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$756,358
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,478
Net investment gain or loss from common/collective trusts	2021-12-31	$1,441
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
Contributions received in cash from employer	2021-12-31	$288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,625,518
Contract administrator fees	2021-12-31	$82,886
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
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	Disclaimer
Accountancy firm name	2021-12-31	SUSTIN, BARTELL & FITZGERALD LTD
Accountancy firm EIN	2021-12-31	341748861
2020 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,874,393
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,471,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,314,818
Value of total corrective distributions	2020-12-31	$82,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,123,668
Value of total assets at end of year	2020-12-31	$14,165,565
Value of total assets at beginning of year	2020-12-31	$13,762,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$74,248
Total interest from all sources	2020-12-31	$15,836
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$519,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$519,316
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$799,379
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$42,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$403,087
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,165,565
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,762,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,502,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,671,209
Interest earned on other investments	2020-12-31	$15,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,663,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,091,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,215,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$281,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,314,818
Contract administrator fees	2020-12-31	$74,248
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,882,279
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,226,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,108,079
Value of total corrective distributions	2019-12-31	$61,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,326,491
Value of total assets at end of year	2019-12-31	$13,762,478
Value of total assets at beginning of year	2019-12-31	$11,106,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$56,935
Total interest from all sources	2019-12-31	$25,008
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$495,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$495,696
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$973,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,656,211
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,762,478
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,106,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,671,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,214,838
Interest earned on other investments	2019-12-31	$25,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,091,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$891,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,035,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$352,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,108,079
Contract administrator fees	2019-12-31	$56,935
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2019-12-31	910189318
2018 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$395,491
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,634,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,481,040
Value of total corrective distributions	2018-12-31	$97,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,018,543
Value of total assets at end of year	2018-12-31	$11,106,267
Value of total assets at beginning of year	2018-12-31	$12,345,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$55,976
Total interest from all sources	2018-12-31	$18,989
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$694,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$694,594
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$970,250
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$48,293
Total non interest bearing cash at beginning of year	2018-12-31	$6,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,238,994
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,106,267
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,345,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,214,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,544,176
Interest earned on other investments	2018-12-31	$18,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$794,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$794,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$891,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,336,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,481,040
Contract administrator fees	2018-12-31	$55,976
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2018-12-31	910189318
2017 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$743
Total income from all sources (including contributions)	2017-12-31	$2,938,215
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,860,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,766,970
Value of total corrective distributions	2017-12-31	$38,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,150,757
Value of total assets at end of year	2017-12-31	$12,345,261
Value of total assets at beginning of year	2017-12-31	$11,267,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$55,102
Total interest from all sources	2017-12-31	$6,385
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$644,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$644,681
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$958,596
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$10,390
Liabilities. Value of operating payables at beginning of year	2017-12-31	$80
Total non interest bearing cash at end of year	2017-12-31	$6,463
Total non interest bearing cash at beginning of year	2017-12-31	$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,078,103
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,345,261
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,267,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,544,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,431,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$794,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$835,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$835,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$6,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,136,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$181,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,766,970
Contract administrator fees	2017-12-31	$55,102
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$663
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,158,694
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,382,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,262,064
Value of total corrective distributions	2016-12-31	$63,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,185,291
Value of total assets at end of year	2016-12-31	$11,267,901
Value of total assets at beginning of year	2016-12-31	$11,490,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$56,584
Total interest from all sources	2016-12-31	$2,371
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$376,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$376,031
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$940,445
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$43,536
Liabilities. Value of operating payables at end of year	2016-12-31	$80
Total non interest bearing cash at end of year	2016-12-31	$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-223,607
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,267,158
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,490,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,431,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,781,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$835,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$709,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$709,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$2,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$595,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$201,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,262,064
Contract administrator fees	2016-12-31	$56,584
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$663
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HEIN & ASSOCIATES
Accountancy firm EIN	2016-12-31	840749233
2015 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,240,415
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,329,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,239,009
Value of total corrective distributions	2015-12-31	$35,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,228,160
Value of total assets at end of year	2015-12-31	$11,490,765
Value of total assets at beginning of year	2015-12-31	$11,580,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$55,431
Total interest from all sources	2015-12-31	$253
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$556,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$556,137
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$982,277
Participant contributions at beginning of year	2015-12-31	$35,051
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$5,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-89,339
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,490,765
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,580,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,781,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,891,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$709,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$645,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$645,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$253
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-544,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$240,107
Employer contributions (assets) at beginning of year	2015-12-31	$7,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,239,009
Contract administrator fees	2015-12-31	$55,431
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HEIN & ASSOCIATES
Accountancy firm EIN	2015-12-31	840749233
2014 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,029,649
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,134,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,080,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,220,462
Value of total assets at end of year	2014-12-31	$11,580,104
Value of total assets at beginning of year	2014-12-31	$10,684,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$54,186
Total interest from all sources	2014-12-31	$86
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$609,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$609,540
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$987,449
Participant contributions at end of year	2014-12-31	$35,051
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$895,172
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,580,104
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,684,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,891,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,138,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$645,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$546,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$546,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$86
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$199,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$229,428
Employer contributions (assets) at end of year	2014-12-31	$7,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,080,291
Contract administrator fees	2014-12-31	$54,186
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HEIN & ASSOCIATES
Accountancy firm EIN	2014-12-31	840749233
2013 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,164,636
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$967,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$911,836
Value of total corrective distributions	2013-12-31	$10,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,386,515
Value of total assets at end of year	2013-12-31	$10,684,932
Value of total assets at beginning of year	2013-12-31	$8,487,362
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$45,221
Total interest from all sources	2013-12-31	$-2,213
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$394,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$394,656
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,002,670
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$131,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,197,570
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,684,932
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,487,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,138,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,010,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$546,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$476,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$476,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$-2,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,385,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$252,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$911,836
Contract administrator fees	2013-12-31	$45,221
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HEIN & ASSOCIATES
Accountancy firm EIN	2013-12-31	840749233
2012 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,082,294
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$595,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$539,321
Value of total corrective distributions	2012-12-31	$12,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,175,415
Value of total assets at end of year	2012-12-31	$8,487,362
Value of total assets at beginning of year	2012-12-31	$7,000,453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$43,452
Total interest from all sources	2012-12-31	$2,869
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$249,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$249,082
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$915,631
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$12,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,486,909
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,487,362
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,000,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,010,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,528,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$476,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$472,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$472,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$2,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$654,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$247,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$539,321
Contract administrator fees	2012-12-31	$43,452
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HEIN & ASSOCIATES, LLP
Accountancy firm EIN	2012-12-31	840749233
2011 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$6,665
Total income from all sources (including contributions)	2011-12-31	$1,067,620
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$363,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$323,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,099,362
Value of total assets at end of year	2011-12-31	$7,000,453
Value of total assets at beginning of year	2011-12-31	$6,302,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$39,911
Total interest from all sources	2011-12-31	$2,820
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$182,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$182,614
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$876,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$6,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$704,377
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,000,453
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,296,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,528,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,005,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$472,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$296,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$296,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-217,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$223,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$323,332
Contract administrator fees	2011-12-31	$39,911
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HEIN & ASSOCIATES, LLP
Accountancy firm EIN	2011-12-31	840749233
2010 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$6,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$153,066
Total income from all sources (including contributions)	2010-12-31	$1,671,412
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$271,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$225,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,019,665
Value of total assets at end of year	2010-12-31	$6,302,741
Value of total assets at beginning of year	2010-12-31	$5,049,418
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$46,009
Total interest from all sources	2010-12-31	$299
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$147,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$147,424
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$805,426
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$10,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$6,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$150,550
Liabilities. Value of operating payables at beginning of year	2010-12-31	$2,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,399,724
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,296,076
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,896,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,005,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,072,580
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$974,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$296,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$299
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$504,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$203,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$225,679
Contract administrator fees	2010-12-31	$46,009
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HEIN & ASSOCIATES, LLP
Accountancy firm EIN	2010-12-31	840749233
2009 : BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL

2022: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 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	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 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: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 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: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 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: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 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: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 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: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 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: BIRNER DENTAL MANAGEMENT SERVICES, INC. SAVINGS PL 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

536111

Policy instance

Insurance contract or identification number	536111
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-01-18
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807612

Policy instance

Insurance contract or identification number	807612
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-01-29
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

536111

Policy instance

Insurance contract or identification number	536111
Number of Individuals Covered	847
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12,501
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	12501
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807612

Policy instance

Insurance contract or identification number	807612
Number of Individuals Covered	452
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807612

Policy instance

Insurance contract or identification number	807612
Number of Individuals Covered	483
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807612

Policy instance

Insurance contract or identification number	807612
Number of Individuals Covered	993
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BIRNER DENTAL MANAGEMENT SERVICES, INC.
Employer identification number (EIN):	841307044
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1995-05-17
Company Identification Number:	19951065738
Legal Registered Office Address:	attn: Tax Dept 1777 S. Harrison St., Ste. 1400 Denver United States of America (USA) 80210-3937