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PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN 401k Plan overview

Plan NamePB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN
Plan identification number 001

PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PB&J DENTAL MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:PB&J DENTAL MANAGEMENT LLC
Employer identification number (EIN):844088470
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRIAN C CRAWFORD2023-10-03 BRIAN C CRAWFORD2023-10-03
0012021-01-01BRIAN CRAWFORD2022-09-16 BRIAN CRAWFORD2022-09-16

Plan Statistics for PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN

401k plan membership statisitcs for PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN

Measure Date Value
2022: PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0145
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0129
Number of participants with account balances2022-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0137
Total number of active participants reported on line 7a of the Form 55002021-01-0134
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0137
Number of participants with account balances2021-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010

Financial Data on PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN

Measure Date Value
2022 : PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$16,985
Total plan liabilities at beginning of year2022-12-31$20,493
Total income from all sources2022-12-31$131,393
Expenses. Total of all expenses incurred2022-12-31$27,281
Benefits paid (including direct rollovers)2022-12-31$16,972
Total plan assets at end of year2022-12-31$1,732,967
Total plan assets at beginning of year2022-12-31$1,632,363
Value of fidelity bond covering the plan2022-12-31$845,000
Total contributions received or receivable from participants2022-12-31$124,935
Assets. Value of loans (other than to participants)2022-12-31$845,400
Contributions received from other sources (not participants or employers)2022-12-31$7,992
Other income received2022-12-31$-56,926
Net income (gross income less expenses)2022-12-31$104,112
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,715,982
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,611,870
Total contributions received or receivable from employer(s)2022-12-31$55,392
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$10,309
2021 : PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$1,065,959
Total plan liabilities at end of year2021-12-31$20,493
Total income from all sources2021-12-31$271,203
Expenses. Total of all expenses incurred2021-12-31$9,128
Total plan assets at end of year2021-12-31$1,632,363
Total plan assets at beginning of year2021-12-31$283,836
Value of fidelity bond covering the plan2021-12-31$610,000
Total contributions received or receivable from participants2021-12-31$144,075
Assets. Value of loans (other than to participants)2021-12-31$605,400
Other income received2021-12-31$60,028
Net income (gross income less expenses)2021-12-31$262,075
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,611,870
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$283,836
Total contributions received or receivable from employer(s)2021-12-31$67,100
Value of corrective distributions2021-12-31$106
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$9,022
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0

Form 5500 Responses for PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN

2022: PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PB&J DENTAL MANAGEMENT LLC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number148741
Policy instance 1
Insurance contract or identification number148741
Number of Individuals Covered32
Insurance policy start date2022-03-08
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,005
Total amount of fees paid to insurance companyUSD $1,068
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,005
Insurance broker organization code?3
Amount paid for insurance broker fees1068
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number148741
Policy instance 1
Insurance contract or identification number148741
Number of Individuals Covered30
Insurance policy start date2021-03-08
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,244
Total amount of fees paid to insurance companyUSD $3,939
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,244
Amount paid for insurance broker fees0
Insurance broker organization code?3

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