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ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

ALL WEST FAMILY DENTISTRY, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:ALL WEST FAMILY DENTISTRY, P.L.L.C.
Employer identification number (EIN):860998553
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRADFORD ALLEN2023-04-26
0012021-01-01BRADFORD ALLEN2022-05-15
0012020-01-01BRADFORD ALLEN2021-04-23
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01BRADFORD ALLEN2016-06-20 BRADFORD ALLEN2016-06-20
0012014-01-01ALLEN, BRADFORD ALLEN, BRADFORD2015-09-29
0012013-01-01BRADFORD M. ALLEN, DDS BRADFORD M. ALLEN, DDS2014-06-18
0012012-01-01BRADFORD ALLEN BRADFORD ALLEN2013-05-14
0012011-01-01BRADFORD M. ALLEN, DDS BRADFORD M. ALLEN, DDS2012-07-18
0012009-01-01BRADFORD ALLEN BRADFORD ALLEN2010-09-21

Plan Statistics for ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0121
Total number of active participants reported on line 7a of the Form 55002014-01-0123
Total of all active and inactive participants2014-01-0123
Total participants2014-01-0123
2013: ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Total of all active and inactive participants2013-01-0116
Total participants2013-01-0116
Number of participants with account balances2013-01-0121
2012: ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Total of all active and inactive participants2012-01-0116
Total participants2012-01-0116
2011: ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0119
Total of all active and inactive participants2011-01-0119
Total participants2011-01-0119
2009: ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0121
Total of all active and inactive participants2009-01-0121
Total participants2009-01-0121

Financial Data on ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$156,825
Expenses. Total of all expenses incurred2014-12-31$87,190
Benefits paid (including direct rollovers)2014-12-31$87,190
Total plan assets at end of year2014-12-31$1,423,956
Total plan assets at beginning of year2014-12-31$1,354,321
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$13,657
Other income received2014-12-31$40,814
Net income (gross income less expenses)2014-12-31$69,635
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,423,956
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,354,321
Total contributions received or receivable from employer(s)2014-12-31$102,354
2013 : ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$300,104
Expenses. Total of all expenses incurred2013-12-31$262,897
Benefits paid (including direct rollovers)2013-12-31$262,897
Total plan assets at end of year2013-12-31$1,369,321
Total plan assets at beginning of year2013-12-31$1,332,114
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$67,083
Other income received2013-12-31$184,135
Net income (gross income less expenses)2013-12-31$37,207
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,369,321
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,332,114
Total contributions received or receivable from employer(s)2013-12-31$48,886
2012 : ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$225,787
Expenses. Total of all expenses incurred2012-12-31$72,208
Benefits paid (including direct rollovers)2012-12-31$72,208
Total plan assets at end of year2012-12-31$1,332,114
Total plan assets at beginning of year2012-12-31$1,178,535
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$67,610
Other income received2012-12-31$119,912
Net income (gross income less expenses)2012-12-31$153,579
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,332,114
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,178,535
Total contributions received or receivable from employer(s)2012-12-31$38,265
2011 : ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$63,244
Expenses. Total of all expenses incurred2011-12-31$10,697
Total plan assets at end of year2011-12-31$1,178,535
Total plan assets at beginning of year2011-12-31$1,125,988
Value of fidelity bond covering the plan2011-12-31$125,000
Total contributions received or receivable from participants2011-12-31$83,270
Other income received2011-12-31$-40,369
Net income (gross income less expenses)2011-12-31$52,547
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,178,535
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,125,988
Total contributions received or receivable from employer(s)2011-12-31$20,343
Value of certain deemed distributions of participant loans2011-12-31$10,697
2010 : ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$267,086
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,205,791
Total plan assets at beginning of year2010-12-31$938,705
Value of fidelity bond covering the plan2010-12-31$125,000
Total contributions received or receivable from participants2010-12-31$58,760
Other income received2010-12-31$110,524
Net income (gross income less expenses)2010-12-31$267,086
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,205,791
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$938,705
Total contributions received or receivable from employer(s)2010-12-31$97,802

Form 5500 Responses for ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN

2014: ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALL WEST FAMILY DENTISTRY, P.L.L.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP79842
Policy instance 1
Insurance contract or identification numberGP79842
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,049
Total amount of fees paid to insurance companyUSD $534
Commission paid to Insurance BrokerUSD $3,049
Amount paid for insurance broker fees534
Insurance broker organization code?4
Insurance broker nameTRANSAMERICA FINANCIAL ADVISOR
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP79842
Policy instance 1
Insurance contract or identification numberGP79842
Number of Individuals Covered20
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,049
Total amount of fees paid to insurance companyUSD $534
Commission paid to Insurance BrokerUSD $3,049
Amount paid for insurance broker fees534
Insurance broker organization code?4
Insurance broker nameTRANSAMERICA FINANCIAL ADVISOR
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP9842
Policy instance 1
Insurance contract or identification numberGP9842
Number of Individuals Covered19
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,331
Total amount of fees paid to insurance companyUSD $577
Commission paid to Insurance BrokerUSD $3,331
Amount paid for insurance broker fees577
Insurance broker organization code?4
Insurance broker nameTRANSAMERICA FINANCIAL ADVISOR
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP9842
Policy instance 1
Insurance contract or identification numberGP9842
Number of Individuals Covered20
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,978
Total amount of fees paid to insurance companyUSD $541
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP9842
Policy instance 1
Insurance contract or identification numberGP9842
Number of Individuals Covered21
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,094
Total amount of fees paid to insurance companyUSD $870
Commission paid to Insurance BrokerUSD $5,094
Amount paid for insurance broker fees870
Insurance broker organization code?4
Insurance broker nameTRANSAMERICA FINANCIAL ADVISOR

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