WACHHORST, LEIGH & MEINSTER, A DENTAL CORP. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PALO ALTO DENTAL GROUP 401(K) PLAN
Measure | Date | Value |
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2023: PALO ALTO DENTAL GROUP 401(K) PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 11 |
Total of all active and inactive participants | 2023-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 29 |
Number of participants with account balances | 2023-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: PALO ALTO DENTAL GROUP 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
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 | 10 |
Total of all active and inactive participants | 2022-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 25 |
Number of participants with account balances | 2022-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: PALO ALTO DENTAL GROUP 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 18 |
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 | 9 |
Total of all active and inactive participants | 2021-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 27 |
Number of participants with account balances | 2021-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: PALO ALTO DENTAL GROUP 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 27 |
Number of participants with account balances | 2020-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: PALO ALTO DENTAL GROUP 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 20 |
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 | 7 |
Total of all active and inactive participants | 2019-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 27 |
Number of participants with account balances | 2019-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: PALO ALTO DENTAL GROUP 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 19 |
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 | 7 |
Total of all active and inactive participants | 2018-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 26 |
Number of participants with account balances | 2018-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: PALO ALTO DENTAL GROUP 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 20 |
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 | 6 |
Total of all active and inactive participants | 2017-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 26 |
Number of participants with account balances | 2017-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PALO ALTO DENTAL GROUP 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 22 |
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 | 9 |
Total of all active and inactive participants | 2016-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 31 |
Number of participants with account balances | 2016-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: PALO ALTO DENTAL GROUP 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 22 |
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 | 9 |
Total of all active and inactive participants | 2015-01-01 | 31 |
Total participants | 2015-01-01 | 31 |
Number of participants with account balances | 2015-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: PALO ALTO DENTAL GROUP 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 20 |
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 | 8 |
Total of all active and inactive participants | 2014-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 28 |
Number of participants with account balances | 2014-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: PALO ALTO DENTAL GROUP 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
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 | 4 |
Total of all active and inactive participants | 2013-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 29 |
Number of participants with account balances | 2013-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2011: PALO ALTO DENTAL GROUP 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
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 | 5 |
Total of all active and inactive participants | 2011-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 26 |
Number of participants with account balances | 2011-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PALO ALTO DENTAL GROUP 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 27 |
Number of participants with account balances | 2010-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: PALO ALTO DENTAL GROUP 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 29 |
Number of participants with account balances | 2009-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2023 : PALO ALTO DENTAL GROUP 401(K) PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $480,000 |
Expenses. Total of all expenses incurred | 2023-12-31 | $660,252 |
Benefits paid (including direct rollovers) | 2023-12-31 | $634,284 |
Total plan assets at end of year | 2023-12-31 | $10,044,069 |
Total plan assets at beginning of year | 2023-12-31 | $10,224,321 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Total contributions received or receivable from participants | 2023-12-31 | $92,763 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $140,557 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $-180,252 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $10,044,069 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $10,224,321 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $4,395 |
Assets. Value of employer securities | 2023-12-31 | $4,756,970 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $246,680 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $25,968 |
2022 : PALO ALTO DENTAL GROUP 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,349,903 |
Expenses. Total of all expenses incurred | 2022-12-31 | $168,257 |
Benefits paid (including direct rollovers) | 2022-12-31 | $140,705 |
Total plan assets at end of year | 2022-12-31 | $10,224,321 |
Total plan assets at beginning of year | 2022-12-31 | $11,742,481 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $85,668 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,741,954 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,518,160 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $10,224,321 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,742,481 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $306,383 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $27,552 |
2021 : PALO ALTO DENTAL GROUP 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $885,814 |
Expenses. Total of all expenses incurred | 2021-12-31 | $123,501 |
Benefits paid (including direct rollovers) | 2021-12-31 | $111,693 |
Total plan assets at end of year | 2021-12-31 | $11,742,481 |
Total plan assets at beginning of year | 2021-12-31 | $10,980,168 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $77,062 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $515,001 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $762,313 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $11,742,481 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,980,168 |
Assets. Value of participant loans | 2021-12-31 | $22,951 |
Assets. Value of employer securities | 2021-12-31 | $6,222,938 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $293,751 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $11,808 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : PALO ALTO DENTAL GROUP 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $380,015 |
Expenses. Total of all expenses incurred | 2020-12-31 | $838,936 |
Benefits paid (including direct rollovers) | 2020-12-31 | $816,614 |
Total plan assets at end of year | 2020-12-31 | $10,980,168 |
Total plan assets at beginning of year | 2020-12-31 | $11,439,089 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $71,442 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $16,764 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-458,921 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $10,980,168 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,439,089 |
Assets. Value of participant loans | 2020-12-31 | $22,321 |
Assets. Value of employer securities | 2020-12-31 | $6,222,938 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $291,809 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $22,322 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : PALO ALTO DENTAL GROUP 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,213,908 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,476,425 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,464,996 |
Total plan assets at end of year | 2019-12-31 | $11,439,089 |
Total plan assets at beginning of year | 2019-12-31 | $11,701,606 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $93,698 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $803,759 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $-262,517 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $11,439,089 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,701,606 |
Assets. Value of participant loans | 2019-12-31 | $27,545 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $316,451 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $11,429 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : PALO ALTO DENTAL GROUP 401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $8,000 |
Total income from all sources | 2018-12-31 | $1,719,570 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,424,543 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,403,988 |
Total plan assets at end of year | 2018-12-31 | $11,701,606 |
Total plan assets at beginning of year | 2018-12-31 | $11,414,579 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $120,530 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $1,318,728 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $295,027 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $11,701,606 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,406,579 |
Assets. Value of employer securities | 2018-12-31 | $6,678,329 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $280,312 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $20,555 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : PALO ALTO DENTAL GROUP 401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $8,000 |
Total plan liabilities at beginning of year | 2017-12-31 | $8,658 |
Total income from all sources | 2017-12-31 | $2,051,136 |
Expenses. Total of all expenses incurred | 2017-12-31 | $84,442 |
Benefits paid (including direct rollovers) | 2017-12-31 | $70,389 |
Total plan assets at end of year | 2017-12-31 | $11,414,579 |
Total plan assets at beginning of year | 2017-12-31 | $9,448,543 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $125,262 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $1,601,122 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,966,694 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $11,406,579 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,439,885 |
Assets. Value of participant loans | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $5,136,072 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $324,752 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $14,053 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : PALO ALTO DENTAL GROUP 401(K) PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $8,658 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $950,689 |
Expenses. Total of all expenses incurred | 2016-12-31 | $13,606 |
Benefits paid (including direct rollovers) | 2016-12-31 | $37 |
Total plan assets at end of year | 2016-12-31 | $9,448,543 |
Total plan assets at beginning of year | 2016-12-31 | $8,502,802 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $105,514 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $512,512 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $937,083 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $9,439,885 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,502,802 |
Assets. Value of participant loans | 2016-12-31 | $2,321 |
Assets. Value of employer securities | 2016-12-31 | $4,266,528 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $332,663 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $13,569 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : PALO ALTO DENTAL GROUP 401(K) PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $1,243,212 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,271,896 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,266,846 |
Total plan assets at end of year | 2015-12-31 | $8,502,802 |
Total plan assets at beginning of year | 2015-12-31 | $8,531,486 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $128,502 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $801,727 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-28,684 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,502,802 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,531,486 |
Assets. Value of participant loans | 2015-12-31 | $10,610 |
Assets. Value of employer securities | 2015-12-31 | $4,065,615 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $312,983 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,050 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : PALO ALTO DENTAL GROUP 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $991,177 |
Expenses. Total of all expenses incurred | 2014-12-31 | $353,095 |
Benefits paid (including direct rollovers) | 2014-12-31 | $349,096 |
Total plan assets at end of year | 2014-12-31 | $8,531,486 |
Total plan assets at beginning of year | 2014-12-31 | $7,893,404 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $121,005 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $564,743 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $638,082 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,531,486 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,893,404 |
Assets. Value of participant loans | 2014-12-31 | $20,159 |
Assets. Value of employer securities | 2014-12-31 | $3,255,340 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $305,429 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,999 |
2013 : PALO ALTO DENTAL GROUP 401(K) PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,196,824 |
Expenses. Total of all expenses incurred | 2013-12-31 | $44,207 |
Benefits paid (including direct rollovers) | 2013-12-31 | $40,583 |
Total plan assets at end of year | 2013-12-31 | $7,893,404 |
Total plan assets at beginning of year | 2013-12-31 | $6,740,787 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $93,835 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $773,513 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,152,617 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,893,404 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,740,787 |
Assets. Value of participant loans | 2013-12-31 | $18,981 |
Assets. Value of employer securities | 2013-12-31 | $2,679,505 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $329,476 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,624 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2011 : PALO ALTO DENTAL GROUP 401(K) PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $436,373 |
Expenses. Total of all expenses incurred | 2011-12-31 | $104,194 |
Benefits paid (including direct rollovers) | 2011-12-31 | $101,374 |
Total plan assets at end of year | 2011-12-31 | $6,002,875 |
Total plan assets at beginning of year | 2011-12-31 | $5,670,696 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $97,820 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $45,014 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $332,179 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,002,875 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,670,696 |
Assets. Value of participant loans | 2011-12-31 | $51,305 |
Assets. Value of employer securities | 2011-12-31 | $2,305,294 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $293,539 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,820 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : PALO ALTO DENTAL GROUP 401(K) PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $942,085 |
Expenses. Total of all expenses incurred | 2010-12-31 | $337,404 |
Benefits paid (including direct rollovers) | 2010-12-31 | $334,224 |
Total plan assets at end of year | 2010-12-31 | $5,670,696 |
Total plan assets at beginning of year | 2010-12-31 | $5,066,015 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $104,579 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $534,843 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $604,681 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,670,696 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,066,015 |
Assets. Value of participant loans | 2010-12-31 | $11,499 |
Assets. Value of employer securities | 2010-12-31 | $2,250,361 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $302,663 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,180 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : PALO ALTO DENTAL GROUP 401(K) PLAN 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 |
2023: PALO ALTO DENTAL GROUP 401(K) PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: PALO ALTO DENTAL GROUP 401(K) PLAN 2022 form 5500 responses |
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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 | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PALO ALTO DENTAL GROUP 401(K) PLAN 2021 form 5500 responses |
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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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PALO ALTO DENTAL GROUP 401(K) PLAN 2020 form 5500 responses |
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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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PALO ALTO DENTAL GROUP 401(K) PLAN 2019 form 5500 responses |
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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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PALO ALTO DENTAL GROUP 401(K) PLAN 2018 form 5500 responses |
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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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PALO ALTO DENTAL GROUP 401(K) PLAN 2017 form 5500 responses |
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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: PALO ALTO DENTAL GROUP 401(K) PLAN 2016 form 5500 responses |
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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: PALO ALTO DENTAL GROUP 401(K) PLAN 2015 form 5500 responses |
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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: PALO ALTO DENTAL GROUP 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
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: PALO ALTO DENTAL GROUP 401(K) PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PALO ALTO DENTAL GROUP 401(K) PLAN 2011 form 5500 responses |
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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 |
2010: PALO ALTO DENTAL GROUP 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PALO ALTO DENTAL GROUP 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |