401k Plan data: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN plan

WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 401k Plan overview

Plan Name	WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN
Plan identification number	001

WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIAM DUTCH BURNS DMD PA has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM DUTCH BURNS DMD PA

Employer identification number (EIN): 010612743

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 ANGELA BURNS 2021-09-14
001 2019-01-01 ANGELA BURNS 2020-07-16
001 2018-01-01 ANGELA BURNS 2019-07-25
001 2017-01-01 ANGELA BURNS 2018-06-06
001 2016-01-01 DUTCH BURNS 2017-06-07
001 2015-01-01 KIM CARPENTER
001 2014-01-01 ANGELA D. BURNS
001 2013-01-01 ANGELA D. BURNS
001 2012-01-01 ANGELA D. BURNS
001 2011-01-01 ANGELA D. BURNS
001 2009-01-01 ANGELA D. BURNS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	ANGELA BURNS	2021-09-14
001	2019-01-01	ANGELA BURNS	2020-07-16
001	2018-01-01	ANGELA BURNS	2019-07-25
001	2017-01-01	ANGELA BURNS	2018-06-06
001	2016-01-01	DUTCH BURNS	2017-06-07
001	2015-01-01	KIM CARPENTER
001	2014-01-01	ANGELA D. BURNS
001	2013-01-01	ANGELA D. BURNS
001	2012-01-01	ANGELA D. BURNS
001	2011-01-01	ANGELA D. BURNS
001	2009-01-01	ANGELA D. BURNS

Plan Statistics for WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN

401k plan membership statisitcs for WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN

Measure Date Value
2015: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN

Measure	Date	Value
2015 : WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$42,263
Expenses. Total of all expenses incurred	2015-12-31	$5,583
Total plan assets at end of year	2015-12-31	$614,687
Total plan assets at beginning of year	2015-12-31	$578,007
Value of fidelity bond covering the plan	2015-12-31	$26,000
Total contributions received or receivable from participants	2015-12-31	$25,025
Other income received	2015-12-31	$-1,845
Net income (gross income less expenses)	2015-12-31	$36,680
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$614,687
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$578,007
Assets. Value of participant loans	2015-12-31	$49,451
Total contributions received or receivable from employer(s)	2015-12-31	$19,083
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,583
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$76,988
Expenses. Total of all expenses incurred	2014-12-31	$5,766
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$578,007
Total plan assets at beginning of year	2014-12-31	$506,785
Value of fidelity bond covering the plan	2014-12-31	$26,000
Total contributions received or receivable from participants	2014-12-31	$22,974
Expenses. Other expenses not covered elsewhere	2014-12-31	$16
Other income received	2014-12-31	$37,717
Net income (gross income less expenses)	2014-12-31	$71,222
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$578,007
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$506,785
Assets. Value of participant loans	2014-12-31	$60,298
Total contributions received or receivable from employer(s)	2014-12-31	$16,297
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,750
2013 : WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2013 401k financial data
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	$145,781
Expenses. Total of all expenses incurred	2013-12-31	$32,363
Benefits paid (including direct rollovers)	2013-12-31	$21,684
Total plan assets at end of year	2013-12-31	$506,785
Total plan assets at beginning of year	2013-12-31	$393,367
Value of fidelity bond covering the plan	2013-12-31	$26,000
Total contributions received or receivable from participants	2013-12-31	$21,963
Expenses. Other expenses not covered elsewhere	2013-12-31	$60
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$107,192
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$113,418
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$506,785
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$393,367
Assets. Value of participant loans	2013-12-31	$26,586
Total contributions received or receivable from employer(s)	2013-12-31	$16,626
Value of certain deemed distributions of participant loans	2013-12-31	$6,060
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,559
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$100,919
Expenses. Total of all expenses incurred	2012-12-31	$28,182
Benefits paid (including direct rollovers)	2012-12-31	$24,386
Total plan assets at end of year	2012-12-31	$393,367
Total plan assets at beginning of year	2012-12-31	$320,630
Value of fidelity bond covering the plan	2012-12-31	$26,000
Total contributions received or receivable from participants	2012-12-31	$31,020
Expenses. Other expenses not covered elsewhere	2012-12-31	$50
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$52,619
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$72,737
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$393,367
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$320,630
Assets. Value of participant loans	2012-12-31	$17,715
Total contributions received or receivable from employer(s)	2012-12-31	$17,280
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2011 401k financial data
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	$-5,772
Expenses. Total of all expenses incurred	2011-12-31	$4,004
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$320,630
Total plan assets at beginning of year	2011-12-31	$330,406
Value of fidelity bond covering the plan	2011-12-31	$26,000
Total contributions received or receivable from participants	2011-12-31	$7,942
Expenses. Other expenses not covered elsewhere	2011-12-31	$531
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-19,009
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-9,776
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$320,630
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$330,406
Assets. Value of participant loans	2011-12-31	$28,558
Total contributions received or receivable from employer(s)	2011-12-31	$5,295
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	$3,473
2010 : WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2010 401k financial data
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	$81,597
Expenses. Total of all expenses incurred	2010-12-31	$3,054
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$330,406
Total plan assets at beginning of year	2010-12-31	$251,863
Value of fidelity bond covering the plan	2010-12-31	$26,000
Total contributions received or receivable from participants	2010-12-31	$18,487
Expenses. Other expenses not covered elsewhere	2010-12-31	$60
Contributions received from other sources (not participants or employers)	2010-12-31	$14,867
Other income received	2010-12-31	$34,573
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$78,543
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$330,406
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$251,863
Assets. Value of participant loans	2010-12-31	$33,445
Total contributions received or receivable from employer(s)	2010-12-31	$13,670
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	$2,994

Form 5500 Responses for WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN

2015: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM DUTCH BURNS, DMD PA 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
2012: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM DUTCH BURNS, DMD PA 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM DUTCH BURNS DMD PA
Employer identification number (EIN):	010612743
NAIC Classification:	621210
NAIC Description:	Offices of Dentists