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ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN
Plan identification number 001

ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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

ROBERT L. MERRILL, JR. DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. MERRILL, JR. DDS, PA
Employer identification number (EIN):200491273
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROBERT L. MERRILL, JR. ROBERT L. MERRILL, JR.2013-03-18
0012011-01-01ROBERT L. MERRILL, JR. ROBERT L. MERRILL, JR.2012-04-13

Plan Statistics for ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN

Measure Date Value
2018: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0116
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0116
Number of participants with account balances2017-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0114
Number of participants with account balances2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0115
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0115
Number of participants with account balances2014-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN

Measure Date Value
2018 : ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING 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$0
Total income from all sources2018-12-31$-315,493
Expenses. Total of all expenses incurred2018-12-31$942,828
Benefits paid (including direct rollovers)2018-12-31$942,828
Total plan assets at end of year2018-12-31$3,570,848
Total plan assets at beginning of year2018-12-31$4,829,169
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-315,493
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,258,321
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,570,848
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,829,169
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
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 : ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$703,861
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$4,829,169
Total plan assets at beginning of year2017-12-31$4,125,308
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$53,818
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$591,382
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$703,861
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,829,169
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,125,308
Total contributions received or receivable from employer(s)2017-12-31$58,661
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$612,161
Expenses. Total of all expenses incurred2016-12-31$622
Benefits paid (including direct rollovers)2016-12-31$622
Total plan assets at end of year2016-12-31$4,125,308
Total plan assets at beginning of year2016-12-31$3,513,769
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$55,150
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$499,914
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$611,539
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,125,308
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,513,769
Total contributions received or receivable from employer(s)2016-12-31$57,097
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-29,606
Expenses. Total of all expenses incurred2015-12-31$15,377
Benefits paid (including direct rollovers)2015-12-31$15,377
Total plan assets at end of year2015-12-31$3,513,769
Total plan assets at beginning of year2015-12-31$3,558,752
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$55,025
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-138,936
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-44,983
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,513,769
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,558,752
Total contributions received or receivable from employer(s)2015-12-31$54,305
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING 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$236,665
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,558,752
Total plan assets at beginning of year2014-12-31$3,322,087
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$48,755
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$129,359
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$236,665
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,558,752
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,322,087
Total contributions received or receivable from employer(s)2014-12-31$58,551
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING 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$752,203
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$3,322,087
Total plan assets at beginning of year2013-12-31$2,569,884
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$49,655
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$634,692
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$752,203
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,322,087
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,569,884
Total contributions received or receivable from employer(s)2013-12-31$67,856
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$401,994
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$2,569,884
Total plan assets at beginning of year2012-12-31$2,167,890
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$48,780
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$290,805
Net income (gross income less expenses)2012-12-31$401,994
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,569,884
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,167,890
Total contributions received or receivable from employer(s)2012-12-31$62,409
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$51,147
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$2,167,890
Total plan assets at beginning of year2011-12-31$2,116,743
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$48,205
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-60,264
Net income (gross income less expenses)2011-12-31$51,147
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,167,890
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,116,743
Total contributions received or receivable from employer(s)2011-12-31$63,206
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$416,415
Expenses. Total of all expenses incurred2010-12-31$2,221
Benefits paid (including direct rollovers)2010-12-31$2,221
Total plan assets at end of year2010-12-31$2,116,743
Total plan assets at beginning of year2010-12-31$1,702,549
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$46,365
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$298,024
Net income (gross income less expenses)2010-12-31$414,194
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,116,743
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,702,549
Total contributions received or receivable from employer(s)2010-12-31$72,026
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN

2018: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING 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: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING 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: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING 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: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING 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: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT L. MERRILL, JR. DDS, PA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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