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PALO ALTO DENTAL GROUP 401(K) PLAN 401k Plan overview

Plan NamePALO ALTO DENTAL GROUP 401(K) PLAN
Plan identification number 003

PALO ALTO DENTAL GROUP 401(K) 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.
  • 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.
  • 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

WACHHORST, LEIGH & MEINSTER, A DENTAL CORP. has sponsored the creation of one or more 401k plans.

Company Name:WACHHORST, LEIGH & MEINSTER, A DENTAL CORP.
Employer identification number (EIN):941717072
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALO ALTO DENTAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01PETER C. KONO2024-09-03 PETER C. KONO2024-09-03
0032022-01-01PETER C. KONO2023-10-16 PETER C. KONO2023-10-16
0032021-01-01SHACHI BAHL2022-10-17 SHACHI BAHL2022-10-17
0032020-01-01SHACHI BAHL2021-10-05 SHACHI BAHL2021-10-05
0032019-01-01MARTHA VANZINA2020-12-08 MARTHA VANZINA2020-12-08
0032018-01-01ROBERT IVERSON2019-10-08 ROBERT IVERSON2019-10-08
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032014-01-01
0032013-01-01
0032012-01-01CRAIG SCHILLER2013-10-08 CRAIG SCHILLER2013-10-08
0032011-01-01CRAIG SCHILLER CRAIG SCHILLER2012-10-01
0032010-01-01CRAIG SCHILLER CRAIG SCHILLER2011-10-12
0032009-01-01CRAIG SCHILLER CRAIG SCHILLER2010-09-07

Plan Statistics for PALO ALTO DENTAL GROUP 401(K) PLAN

401k plan membership statisitcs for PALO ALTO DENTAL GROUP 401(K) PLAN

Measure Date Value
2023: PALO ALTO DENTAL GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0125
Total number of active participants reported on line 7a of the Form 55002023-01-0118
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0111
Total of all active and inactive participants2023-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0129
Number of participants with account balances2023-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PALO ALTO DENTAL GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0128
Total number of active participants reported on line 7a of the Form 55002022-01-0115
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0125
Number of participants with account balances2022-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: PALO ALTO DENTAL GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0128
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0127
Number of participants with account balances2021-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: PALO ALTO DENTAL GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0129
Total number of active participants reported on line 7a of the Form 55002020-01-0118
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0127
Number of participants with account balances2020-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: PALO ALTO DENTAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0126
Total number of active participants reported on line 7a of the Form 55002019-01-0120
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0127
Number of participants with account balances2019-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: PALO ALTO DENTAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0128
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0126
Number of participants with account balances2018-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: PALO ALTO DENTAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0130
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0126
Number of participants with account balances2017-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PALO ALTO DENTAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0131
Number of participants with account balances2016-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: PALO ALTO DENTAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0131
Total number of active participants reported on line 7a of the Form 55002015-01-0122
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0131
Total participants2015-01-0131
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: PALO ALTO DENTAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0128
Total number of active participants reported on line 7a of the Form 55002014-01-0120
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0128
Number of participants with account balances2014-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: PALO ALTO DENTAL GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0129
Number of participants with account balances2013-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: PALO ALTO DENTAL GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0127
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0126
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PALO ALTO DENTAL GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0128
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0127
Number of participants with account balances2010-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: PALO ALTO DENTAL GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0129
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0129
Number of participants with account balances2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on PALO ALTO DENTAL GROUP 401(K) PLAN

Measure Date Value
2023 : PALO ALTO DENTAL GROUP 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$480,000
Expenses. Total of all expenses incurred2023-12-31$660,252
Benefits paid (including direct rollovers)2023-12-31$634,284
Total plan assets at end of year2023-12-31$10,044,069
Total plan assets at beginning of year2023-12-31$10,224,321
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$92,763
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$140,557
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-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 2510.3-1022023-12-31$4,395
Assets. Value of employer securities2023-12-31$4,756,970
Total contributions received or receivable from employer(s)2023-12-31$246,680
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$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
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,349,903
Expenses. Total of all expenses incurred2022-12-31$168,257
Benefits paid (including direct rollovers)2022-12-31$140,705
Total plan assets at end of year2022-12-31$10,224,321
Total plan assets at beginning of year2022-12-31$11,742,481
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$85,668
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,741,954
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$0
Value of corrective distributions2022-12-31$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
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$885,814
Expenses. Total of all expenses incurred2021-12-31$123,501
Benefits paid (including direct rollovers)2021-12-31$111,693
Total plan assets at end of year2021-12-31$11,742,481
Total plan assets at beginning of year2021-12-31$10,980,168
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$77,062
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$515,001
Noncash contributions received2021-12-31$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 loans2021-12-31$22,951
Assets. Value of employer securities2021-12-31$6,222,938
Total contributions received or receivable from employer(s)2021-12-31$293,751
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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 securities2021-12-31$0
2020 : PALO ALTO DENTAL GROUP 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$380,015
Expenses. Total of all expenses incurred2020-12-31$838,936
Benefits paid (including direct rollovers)2020-12-31$816,614
Total plan assets at end of year2020-12-31$10,980,168
Total plan assets at beginning of year2020-12-31$11,439,089
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$71,442
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$16,764
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-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 loans2020-12-31$22,321
Assets. Value of employer securities2020-12-31$6,222,938
Total contributions received or receivable from employer(s)2020-12-31$291,809
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 securities2020-12-31$0
2019 : PALO ALTO DENTAL GROUP 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,213,908
Expenses. Total of all expenses incurred2019-12-31$1,476,425
Benefits paid (including direct rollovers)2019-12-31$1,464,996
Total plan assets at end of year2019-12-31$11,439,089
Total plan assets at beginning of year2019-12-31$11,701,606
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$93,698
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$803,759
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-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 loans2019-12-31$27,545
Total contributions received or receivable from employer(s)2019-12-31$316,451
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 securities2019-12-31$0
2018 : PALO ALTO DENTAL GROUP 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$8,000
Total income from all sources2018-12-31$1,719,570
Expenses. Total of all expenses incurred2018-12-31$1,424,543
Benefits paid (including direct rollovers)2018-12-31$1,403,988
Total plan assets at end of year2018-12-31$11,701,606
Total plan assets at beginning of year2018-12-31$11,414,579
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$120,530
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$1,318,728
Noncash contributions received2018-12-31$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 securities2018-12-31$6,678,329
Total contributions received or receivable from employer(s)2018-12-31$280,312
Value of certain deemed distributions of participant loans2018-12-31$20,555
Value of corrective distributions2018-12-31$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 securities2018-12-31$0
2017 : PALO ALTO DENTAL GROUP 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$8,000
Total plan liabilities at beginning of year2017-12-31$8,658
Total income from all sources2017-12-31$2,051,136
Expenses. Total of all expenses incurred2017-12-31$84,442
Benefits paid (including direct rollovers)2017-12-31$70,389
Total plan assets at end of year2017-12-31$11,414,579
Total plan assets at beginning of year2017-12-31$9,448,543
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$125,262
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,601,122
Noncash contributions received2017-12-31$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 loans2017-12-31$0
Assets. Value of employer securities2017-12-31$5,136,072
Total contributions received or receivable from employer(s)2017-12-31$324,752
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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 securities2017-12-31$0
2016 : PALO ALTO DENTAL GROUP 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$8,658
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$950,689
Expenses. Total of all expenses incurred2016-12-31$13,606
Benefits paid (including direct rollovers)2016-12-31$37
Total plan assets at end of year2016-12-31$9,448,543
Total plan assets at beginning of year2016-12-31$8,502,802
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$105,514
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$512,512
Noncash contributions received2016-12-31$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 loans2016-12-31$2,321
Assets. Value of employer securities2016-12-31$4,266,528
Total contributions received or receivable from employer(s)2016-12-31$332,663
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 securities2016-12-31$0
2015 : PALO ALTO DENTAL GROUP 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,243,212
Expenses. Total of all expenses incurred2015-12-31$1,271,896
Benefits paid (including direct rollovers)2015-12-31$1,266,846
Total plan assets at end of year2015-12-31$8,502,802
Total plan assets at beginning of year2015-12-31$8,531,486
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$128,502
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$801,727
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$10,610
Assets. Value of employer securities2015-12-31$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 securities2015-12-31$0
2014 : PALO ALTO DENTAL GROUP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$991,177
Expenses. Total of all expenses incurred2014-12-31$353,095
Benefits paid (including direct rollovers)2014-12-31$349,096
Total plan assets at end of year2014-12-31$8,531,486
Total plan assets at beginning of year2014-12-31$7,893,404
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$121,005
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$564,743
Noncash contributions received2014-12-31$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 loans2014-12-31$20,159
Assets. Value of employer securities2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,196,824
Expenses. Total of all expenses incurred2013-12-31$44,207
Benefits paid (including direct rollovers)2013-12-31$40,583
Total plan assets at end of year2013-12-31$7,893,404
Total plan assets at beginning of year2013-12-31$6,740,787
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$93,835
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$773,513
Noncash contributions received2013-12-31$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 loans2013-12-31$18,981
Assets. Value of employer securities2013-12-31$2,679,505
Total contributions received or receivable from employer(s)2013-12-31$329,476
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 securities2013-12-31$0
2011 : PALO ALTO DENTAL GROUP 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$436,373
Expenses. Total of all expenses incurred2011-12-31$104,194
Benefits paid (including direct rollovers)2011-12-31$101,374
Total plan assets at end of year2011-12-31$6,002,875
Total plan assets at beginning of year2011-12-31$5,670,696
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$97,820
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$45,014
Noncash contributions received2011-12-31$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 loans2011-12-31$51,305
Assets. Value of employer securities2011-12-31$2,305,294
Total contributions received or receivable from employer(s)2011-12-31$293,539
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : PALO ALTO DENTAL GROUP 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$942,085
Expenses. Total of all expenses incurred2010-12-31$337,404
Benefits paid (including direct rollovers)2010-12-31$334,224
Total plan assets at end of year2010-12-31$5,670,696
Total plan assets at beginning of year2010-12-31$5,066,015
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$104,579
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$534,843
Noncash contributions received2010-12-31$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 loans2010-12-31$11,499
Assets. Value of employer securities2010-12-31$2,250,361
Total contributions received or receivable from employer(s)2010-12-31$302,663
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for PALO ALTO DENTAL GROUP 401(K) PLAN

2023: PALO ALTO DENTAL GROUP 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PALO ALTO DENTAL GROUP 401(K) 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PALO ALTO DENTAL GROUP 401(K) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PALO ALTO DENTAL GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PALO ALTO DENTAL GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PALO ALTO DENTAL GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PALO ALTO DENTAL GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PALO ALTO DENTAL GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PALO ALTO DENTAL GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PALO ALTO DENTAL GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PALO ALTO DENTAL GROUP 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: PALO ALTO DENTAL GROUP 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PALO ALTO DENTAL GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PALO ALTO DENTAL GROUP 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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