ROBERT J BALFOUR DMD PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| 2018: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| 2017: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 2 |
| 2016: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 2 |
| 2015: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| 2014: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| 2013: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| 2012: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| 2011: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| 2009: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2019 : ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $70,459 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $150 |
| Total plan assets at end of year | 2019-12-31 | $284,674 |
| Total plan assets at beginning of year | 2019-12-31 | $214,365 |
| Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $150 |
| Other income received | 2019-12-31 | $31,459 |
| Net income (gross income less expenses) | 2019-12-31 | $70,309 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $284,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $214,365 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $39,000 |
| 2018 : ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $14,907 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $214,365 |
| Total plan assets at beginning of year | 2018-12-31 | $199,458 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
| Other income received | 2018-12-31 | $-9,728 |
| Net income (gross income less expenses) | 2018-12-31 | $14,907 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $214,365 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $199,458 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $24,635 |
| 2017 : ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $58,070 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $199,458 |
| Total plan assets at beginning of year | 2017-12-31 | $141,388 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Other income received | 2017-12-31 | $17,705 |
| Net income (gross income less expenses) | 2017-12-31 | $58,070 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $199,458 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $141,388 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $40,365 |
| 2016 : ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $47,066 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $100 |
| Total plan assets at end of year | 2016-12-31 | $141,388 |
| Total plan assets at beginning of year | 2016-12-31 | $94,422 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $100 |
| Other income received | 2016-12-31 | $3,856 |
| Net income (gross income less expenses) | 2016-12-31 | $46,966 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $141,388 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $94,422 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $43,210 |
| 2015 : ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $46,595 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $100 |
| Total plan assets at end of year | 2015-12-31 | $94,422 |
| Total plan assets at beginning of year | 2015-12-31 | $47,927 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $100 |
| Other income received | 2015-12-31 | $1,885 |
| Net income (gross income less expenses) | 2015-12-31 | $46,495 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $94,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $47,927 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $44,710 |
| 2014 : ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $58,093 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $290,074 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $289,822 |
| Total plan assets at end of year | 2014-12-31 | $47,927 |
| Total plan assets at beginning of year | 2014-12-31 | $279,908 |
| Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
| Other income received | 2014-12-31 | $19,093 |
| Net income (gross income less expenses) | 2014-12-31 | $-231,981 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $47,927 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $279,908 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $39,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $252 |
| 2013 : ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $80,484 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $216 |
| Total plan assets at end of year | 2013-12-31 | $279,908 |
| Total plan assets at beginning of year | 2013-12-31 | $199,640 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Other income received | 2013-12-31 | $20,987 |
| Net income (gross income less expenses) | 2013-12-31 | $80,268 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $279,908 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $199,640 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $59,497 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $216 |
| 2012 : ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $23,059 |
| Total plan assets at end of year | 2012-12-31 | $199,640 |
| Total plan assets at beginning of year | 2012-12-31 | $176,788 |
| Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
| Net income (gross income less expenses) | 2012-12-31 | $23,059 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $199,640 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $176,788 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $23,059 |
| 2011 : ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $16,593 |
| Total plan assets at end of year | 2011-12-31 | $176,788 |
| Total plan assets at beginning of year | 2011-12-31 | $148,188 |
| Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
| Net income (gross income less expenses) | 2011-12-31 | $16,593 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $176,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $148,188 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $16,593 |
| 2010 : ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $43,156 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $12,266 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $12,150 |
| Total plan assets at end of year | 2010-12-31 | $148,188 |
| Total plan assets at beginning of year | 2010-12-31 | $117,298 |
| Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
| Other income received | 2010-12-31 | $14,752 |
| Net income (gross income less expenses) | 2010-12-31 | $30,890 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $148,188 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $117,298 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $28,404 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $116 |
| 2019: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 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 – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | Yes |
| 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 – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 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 – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBERT J BALFOUR DMD PC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 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 – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBERT J BALFOUR DMD PC PROFIT SHARING 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 – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT J BALFOUR DMD PC PROFIT SHARING 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 – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT J BALFOUR DMD PC PROFIT SHARING 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 – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT J BALFOUR DMD PC PROFIT SHARING 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 – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT J BALFOUR DMD PC PROFIT SHARING 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 – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT J BALFOUR DMD PC PROFIT SHARING 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 – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
