401k Plan data: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN plan

SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 401k Plan overview

Plan Name	SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN
Plan identification number	001

SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

SAMUEL GOODLOE, III, DDS, MD, PLLC has sponsored the creation of one or more 401k plans.

Company Name: SAMUEL GOODLOE, III, DDS, MD, PLLC

Employer identification number (EIN): 273004353

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SAMUEL GOODLOE III DDS MD 2024-07-08 SAMUEL GOODLOE III DDS MD 2024-07-08
001 2022-01-01 SAMUEL GOODLOE III 2023-07-21 SAMUEL GOODLOE III 2023-07-21
001 2021-01-01 SAMUEL GOODLOE III DDS MD 2022-06-20 SAMUEL GOODLOE III DDS MD 2022-06-20
001 2020-01-01 SAMUEL GOODLOE III 2021-06-28 SAMUEL GOODLOE III 2021-06-28
001 2019-01-01 SAMUEL GOODLOE III 2020-07-05 SAMUEL GOODLOE III 2020-07-05
001 2018-01-01 SAMUEL GOODLOE III 2019-07-15 SAMUEL GOODLOE III 2019-07-15
001 2017-01-01 SAMUEL GOODLOE III 2018-04-22 SAMUEL GOODLOE III 2018-04-22
001 2016-01-01 SAMUEL GOODLOE, III, DDS, MD
001 2015-01-01 SAMUEL GOODLOE, III, DDS, MD
001 2014-01-01 SAMUEL GOODLOE, III, DDS, MD
001 2013-01-01 SAMUEL GOODLOE, III, DDS, MD
001 2012-01-01 SAMUEL GOODLOE, III, DDS, MD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SAMUEL GOODLOE III DDS MD	2024-07-08	SAMUEL GOODLOE III DDS MD	2024-07-08
001	2022-01-01	SAMUEL GOODLOE III	2023-07-21	SAMUEL GOODLOE III	2023-07-21
001	2021-01-01	SAMUEL GOODLOE III DDS MD	2022-06-20	SAMUEL GOODLOE III DDS MD	2022-06-20
001	2020-01-01	SAMUEL GOODLOE III	2021-06-28	SAMUEL GOODLOE III	2021-06-28
001	2019-01-01	SAMUEL GOODLOE III	2020-07-05	SAMUEL GOODLOE III	2020-07-05
001	2018-01-01	SAMUEL GOODLOE III	2019-07-15	SAMUEL GOODLOE III	2019-07-15
001	2017-01-01	SAMUEL GOODLOE III	2018-04-22	SAMUEL GOODLOE III	2018-04-22
001	2016-01-01	SAMUEL GOODLOE, III, DDS, MD
001	2015-01-01	SAMUEL GOODLOE, III, DDS, MD
001	2014-01-01	SAMUEL GOODLOE, III, DDS, MD
001	2013-01-01	SAMUEL GOODLOE, III, DDS, MD
001	2012-01-01	SAMUEL GOODLOE, III, DDS, MD

Plan Statistics for SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN

401k plan membership statisitcs for SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN

Measure Date Value
2016: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
2014: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4

Measure	Date	Value
2016: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
2014: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4

Financial Data on SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN

Measure	Date	Value
2016 : SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$103,799
Total plan assets at end of year	2016-12-31	$431,675
Total plan assets at beginning of year	2016-12-31	$327,876
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$48,000
Other income received	2016-12-31	$14,850
Net income (gross income less expenses)	2016-12-31	$103,799
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$431,675
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$327,876
Total contributions received or receivable from employer(s)	2016-12-31	$40,949
2015 : SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$97,320
Total plan assets at end of year	2015-12-31	$327,876
Total plan assets at beginning of year	2015-12-31	$230,556
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$48,000
Other income received	2015-12-31	$-9,168
Net income (gross income less expenses)	2015-12-31	$97,320
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$327,876
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$230,556
Total contributions received or receivable from employer(s)	2015-12-31	$58,488
2014 : SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$78,355
Expenses. Total of all expenses incurred	2014-12-31	$5,984
Benefits paid (including direct rollovers)	2014-12-31	$5,984
Total plan assets at end of year	2014-12-31	$230,556
Total plan assets at beginning of year	2014-12-31	$158,185
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$40,500
Other income received	2014-12-31	$14
Net income (gross income less expenses)	2014-12-31	$72,371
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$230,556
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$158,185
Total contributions received or receivable from employer(s)	2014-12-31	$37,841
2013 : SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$80,628
Total plan assets at end of year	2013-12-31	$158,185
Total plan assets at beginning of year	2013-12-31	$77,557
Total contributions received or receivable from participants	2013-12-31	$37,537
Other income received	2013-12-31	$6
Net income (gross income less expenses)	2013-12-31	$80,628
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$158,185
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$77,557
Total contributions received or receivable from employer(s)	2013-12-31	$43,085
2012 : SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$77,557
Total plan assets at end of year	2012-12-31	$77,557
Total contributions received or receivable from participants	2012-12-31	$34,596
Net income (gross income less expenses)	2012-12-31	$77,557
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$77,557
Total contributions received or receivable from employer(s)	2012-12-31	$42,961

Form 5500 Responses for SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN

2016: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) 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: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) 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: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) 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: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) 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: SAMUEL GOODLOE, III, DDS, MD, PLLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SAMUEL GOODLOE, III, DDS, MD, PLLC
Employer identification number (EIN):	273004353
NAIC Classification:	621210
NAIC Description:	Offices of Dentists