401k Plan data: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN plan

ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN
Plan identification number	001

ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

ROBERT C. KERSCHEN, D.M.D, LLC has sponsored the creation of one or more 401k plans.

Company Name: ROBERT C. KERSCHEN, D.M.D, LLC

Employer identification number (EIN): 264085466

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING 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
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT KERSCHEN
001 2016-01-01 ROBERT KERSCHEN
001 2015-01-01 ROBERT KERSCHEN
001 2014-01-01 ROBERT KERSCHEN
001 2013-01-01 ROBERT KERSCHEN
001 2012-01-01 ROBERT KERSCHEN
001 2011-01-01 ROBERT KERSCHEN
001 2010-01-01 ROBERT KERSCHEN
001 2009-01-01 ROBERT KERSCHEN

Plan Statistics for ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2023: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 9
Number of participants with account balances 2023-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
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: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
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 2
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
2009: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8

Measure	Date	Value
2023: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	9
Number of participants with account balances	2023-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
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: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
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	2
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
2009: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8

Financial Data on ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2023 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$321,566
Expenses. Total of all expenses incurred	2023-12-31	$8,386
Total plan assets at end of year	2023-12-31	$1,507,439
Total plan assets at beginning of year	2023-12-31	$1,194,259
Total contributions received or receivable from participants	2023-12-31	$57,964
Other income received	2023-12-31	$247,093
Net income (gross income less expenses)	2023-12-31	$313,180
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,507,439
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,194,259
Total contributions received or receivable from employer(s)	2023-12-31	$16,509
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$8,386
2022 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-152,412
Expenses. Total of all expenses incurred	2022-12-31	$7,897
Total plan assets at end of year	2022-12-31	$1,194,259
Total plan assets at beginning of year	2022-12-31	$1,354,568
Value of fidelity bond covering the plan	2022-12-31	$150,000
Total contributions received or receivable from participants	2022-12-31	$74,555
Other income received	2022-12-31	$-245,103
Net income (gross income less expenses)	2022-12-31	$-160,309
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,194,259
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,354,568
Total contributions received or receivable from employer(s)	2022-12-31	$18,136
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$7,897
2021 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$264,584
Expenses. Total of all expenses incurred	2021-12-31	$7,853
Benefits paid (including direct rollovers)	2021-12-31	$92
Total plan assets at end of year	2021-12-31	$1,354,568
Total plan assets at beginning of year	2021-12-31	$1,097,837
Value of fidelity bond covering the plan	2021-12-31	$150,000
Total contributions received or receivable from participants	2021-12-31	$58,334
Other income received	2021-12-31	$188,491
Net income (gross income less expenses)	2021-12-31	$256,731
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,354,568
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,097,837
Assets. Value of participant loans	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$17,759
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$7,761
2020 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$244,246
Expenses. Total of all expenses incurred	2020-12-31	$8,191
Benefits paid (including direct rollovers)	2020-12-31	$2,442
Total plan assets at end of year	2020-12-31	$1,097,837
Total plan assets at beginning of year	2020-12-31	$861,782
Total contributions received or receivable from participants	2020-12-31	$54,609
Other income received	2020-12-31	$173,435
Net income (gross income less expenses)	2020-12-31	$236,055
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,097,837
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$861,782
Assets. Value of participant loans	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$16,202
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,749
2019 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$248,847
Expenses. Total of all expenses incurred	2019-12-31	$3,868
Total plan assets at end of year	2019-12-31	$861,782
Total plan assets at beginning of year	2019-12-31	$616,803
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$12,843
Other income received	2019-12-31	$170,454
Net income (gross income less expenses)	2019-12-31	$244,979
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$861,782
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$616,803
Assets. Value of participant loans	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$65,550
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,868
2018 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$25,569
Expenses. Total of all expenses incurred	2018-12-31	$5,453
Benefits paid (including direct rollovers)	2018-12-31	$1,605
Total plan assets at end of year	2018-12-31	$616,803
Total plan assets at beginning of year	2018-12-31	$596,687
Value of fidelity bond covering the plan	2018-12-31	$70,000
Total contributions received or receivable from participants	2018-12-31	$61,447
Other income received	2018-12-31	$-49,723
Net income (gross income less expenses)	2018-12-31	$20,116
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$616,803
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$596,687
Assets. Value of participant loans	2018-12-31	$1,459
Total contributions received or receivable from employer(s)	2018-12-31	$13,845
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,848
2017 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$143,432
Expenses. Total of all expenses incurred	2017-12-31	$3,497
Total plan assets at end of year	2017-12-31	$596,687
Total plan assets at beginning of year	2017-12-31	$456,752
Total contributions received or receivable from participants	2017-12-31	$49,459
Other income received	2017-12-31	$81,681
Net income (gross income less expenses)	2017-12-31	$139,935
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$596,687
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$456,752
Assets. Value of participant loans	2017-12-31	$10,054
Total contributions received or receivable from employer(s)	2017-12-31	$12,292
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,497
2016 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$76,707
Expenses. Total of all expenses incurred	2016-12-31	$2,630
Total plan assets at end of year	2016-12-31	$456,752
Total plan assets at beginning of year	2016-12-31	$382,675
Total contributions received or receivable from participants	2016-12-31	$40,051
Other income received	2016-12-31	$22,221
Net income (gross income less expenses)	2016-12-31	$74,077
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$456,752
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$382,675
Assets. Value of participant loans	2016-12-31	$18,312
Total contributions received or receivable from employer(s)	2016-12-31	$14,435
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,630
2015 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$28,216
Expenses. Total of all expenses incurred	2015-12-31	$3,320
Benefits paid (including direct rollovers)	2015-12-31	$950
Total plan assets at end of year	2015-12-31	$382,675
Total plan assets at beginning of year	2015-12-31	$357,779
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$35,357
Other income received	2015-12-31	$-19,369
Net income (gross income less expenses)	2015-12-31	$24,896
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$382,675
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$357,779
Assets. Value of participant loans	2015-12-31	$26,252
Total contributions received or receivable from employer(s)	2015-12-31	$12,228
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,370
2014 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$55,192
Expenses. Total of all expenses incurred	2014-12-31	$16,354
Benefits paid (including direct rollovers)	2014-12-31	$14,401
Total plan assets at end of year	2014-12-31	$357,779
Total plan assets at beginning of year	2014-12-31	$318,941
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$34,657
Other income received	2014-12-31	$7,873
Net income (gross income less expenses)	2014-12-31	$38,838
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$357,779
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$318,941
Assets. Value of participant loans	2014-12-31	$32,626
Total contributions received or receivable from employer(s)	2014-12-31	$12,662
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,953
2013 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$88,926
Expenses. Total of all expenses incurred	2013-12-31	$7,045
Benefits paid (including direct rollovers)	2013-12-31	$6,253
Total plan assets at end of year	2013-12-31	$318,941
Total plan assets at beginning of year	2013-12-31	$237,060
Total contributions received or receivable from participants	2013-12-31	$41,084
Other income received	2013-12-31	$33,639
Net income (gross income less expenses)	2013-12-31	$81,881
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$318,941
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$237,060
Assets. Value of participant loans	2013-12-31	$37,575
Total contributions received or receivable from employer(s)	2013-12-31	$14,203
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$792
2012 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$75,506
Expenses. Total of all expenses incurred	2012-12-31	$6,077
Benefits paid (including direct rollovers)	2012-12-31	$4,800
Total plan assets at end of year	2012-12-31	$237,060
Total plan assets at beginning of year	2012-12-31	$167,631
Total contributions received or receivable from participants	2012-12-31	$40,037
Other income received	2012-12-31	$22,052
Net income (gross income less expenses)	2012-12-31	$69,429
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$237,060
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$167,631
Total contributions received or receivable from employer(s)	2012-12-31	$13,417
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,277
2011 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$39,598
Expenses. Total of all expenses incurred	2011-12-31	$6,102
Benefits paid (including direct rollovers)	2011-12-31	$5,034
Total plan assets at end of year	2011-12-31	$167,631
Total plan assets at beginning of year	2011-12-31	$134,135
Total contributions received or receivable from participants	2011-12-31	$35,648
Other income received	2011-12-31	$-9,527
Net income (gross income less expenses)	2011-12-31	$33,496
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$167,631
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$134,135
Total contributions received or receivable from employer(s)	2011-12-31	$13,477
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,068
2010 : ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$59,083
Expenses. Total of all expenses incurred	2010-12-31	$853
Benefits paid (including direct rollovers)	2010-12-31	$370
Total plan assets at end of year	2010-12-31	$134,135
Total plan assets at beginning of year	2010-12-31	$75,905
Total contributions received or receivable from participants	2010-12-31	$38,049
Other income received	2010-12-31	$11,320
Net income (gross income less expenses)	2010-12-31	$58,230
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$134,135
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$75,905
Total contributions received or receivable from employer(s)	2010-12-31	$9,714
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$483

Form 5500 Responses for ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN

2023: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT C. KERSCHEN, D.M.D. LLC 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT C. KERSCHEN, D.M.D, LLC
Employer identification number (EIN):	264085466
NAIC Classification:	621210
NAIC Description:	Offices of Dentists