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ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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 S. SHANDRICK, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S. SHANDRICK, D.M.D.
Employer identification number (EIN):232224833
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01ROBERT S. SHANDRICK2021-05-26
0012019-01-01ROBERT S. SHANDRICK2020-06-09
0012018-01-01ROBERT S. SHANDRICK2019-09-10
0012017-01-01ROBERT S. SHANDRICK2018-08-07
0012016-01-01ROBERT S. SHANDRICK2017-10-04
0012015-01-01ROBERT S. SHANDRICK2016-09-28
0012014-01-01ROBERT S. SHANDRICK
0012013-01-01ROBERT S. SHANDRICK
0012012-01-01ROBERT S. SHANDRICK
0012011-01-01ROBERT S. SHANDRICK
0012010-01-01ROBERT S. SHANDRICK, DMD2011-04-12

Plan Statistics for ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
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 participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-014
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 participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$85,220
Expenses. Total of all expenses incurred2014-12-31$6,635
Total plan assets at end of year2014-12-31$726,215
Total plan assets at beginning of year2014-12-31$647,630
Total contributions received or receivable from participants2014-12-31$36,000
Expenses. Other expenses not covered elsewhere2014-12-31$6,635
Other income received2014-12-31$44,250
Net income (gross income less expenses)2014-12-31$78,585
Net plan assets at end of year (total assets less liabilities)2014-12-31$726,215
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$647,630
Total contributions received or receivable from employer(s)2014-12-31$4,970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$120,903
Expenses. Total of all expenses incurred2013-12-31$5,678
Total plan assets at end of year2013-12-31$647,630
Total plan assets at beginning of year2013-12-31$532,405
Total contributions received or receivable from participants2013-12-31$36,000
Expenses. Other expenses not covered elsewhere2013-12-31$5,678
Other income received2013-12-31$79,974
Net income (gross income less expenses)2013-12-31$115,225
Net plan assets at end of year (total assets less liabilities)2013-12-31$647,630
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$532,405
Total contributions received or receivable from employer(s)2013-12-31$4,929
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$89,204
Expenses. Total of all expenses incurred2012-12-31$4,802
Total plan assets at end of year2012-12-31$532,405
Total plan assets at beginning of year2012-12-31$448,003
Total contributions received or receivable from participants2012-12-31$32,000
Expenses. Other expenses not covered elsewhere2012-12-31$4,802
Other income received2012-12-31$51,981
Net income (gross income less expenses)2012-12-31$84,402
Net plan assets at end of year (total assets less liabilities)2012-12-31$532,405
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$448,003
Total contributions received or receivable from employer(s)2012-12-31$5,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$507,414
Expenses. Total of all expenses incurred2011-12-31$59,411
Benefits paid (including direct rollovers)2011-12-31$57,044
Total plan assets at end of year2011-12-31$448,003
Total plan assets at beginning of year2011-12-31$0
Total contributions received or receivable from participants2011-12-31$34,573
Expenses. Other expenses not covered elsewhere2011-12-31$2,367
Contributions received from other sources (not participants or employers)2011-12-31$482,874
Other income received2011-12-31$-15,566
Net income (gross income less expenses)2011-12-31$448,003
Net plan assets at end of year (total assets less liabilities)2011-12-31$448,003
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$5,533
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for ROBERT S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN

2014: ROBERT S. SHANDRICK, DMD 401(K) 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 S. SHANDRICK, DMD 401(K) 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 S. SHANDRICK, DMD 401(K) 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 S. SHANDRICK, DMD 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedYes
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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