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BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameBRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST
Plan identification number 001

BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST has sponsored the creation of one or more 401k plans.

Company Name:BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST
Employer identification number (EIN):273358257
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01BRIAN EVANS2019-11-12
0012014-01-01BRIAN EVANS BRIAN EVANS2015-06-19
0012013-01-01BRIAN EVANS BRIAN EVANS2014-06-20
0012012-01-01BRIAN EVANS BRIAN EVANS2013-06-13
0012011-01-01BRIAN EVANS BRIAN EVANS2012-05-16

Plan Statistics for BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
Number of participants with account balances2014-01-017
2013: BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-017
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
Number of participants with account balances2013-01-017
2012: BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-018
Total of all active and inactive participants2011-01-018
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014 : BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$72,148
Expenses. Total of all expenses incurred2014-12-31$166,887
Benefits paid (including direct rollovers)2014-12-31$164,192
Total plan assets at end of year2014-12-31$278,455
Total plan assets at beginning of year2014-12-31$373,194
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$31,472
Other income received2014-12-31$21,539
Net income (gross income less expenses)2014-12-31$-94,739
Net plan assets at end of year (total assets less liabilities)2014-12-31$278,455
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$373,194
Total contributions received or receivable from employer(s)2014-12-31$19,137
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,695
2013 : BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$97,684
Expenses. Total of all expenses incurred2013-12-31$11,790
Benefits paid (including direct rollovers)2013-12-31$9,298
Total plan assets at end of year2013-12-31$373,194
Total plan assets at beginning of year2013-12-31$287,300
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$41,552
Other income received2013-12-31$40,869
Net income (gross income less expenses)2013-12-31$85,894
Net plan assets at end of year (total assets less liabilities)2013-12-31$373,194
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$287,300
Total contributions received or receivable from employer(s)2013-12-31$15,263
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,492
2012 : BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$55,398
Expenses. Total of all expenses incurred2012-12-31$1,357,577
Benefits paid (including direct rollovers)2012-12-31$1,355,577
Total plan assets at end of year2012-12-31$287,300
Total plan assets at beginning of year2012-12-31$1,589,479
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$23,900
Other income received2012-12-31$15,126
Net income (gross income less expenses)2012-12-31$-1,302,179
Net plan assets at end of year (total assets less liabilities)2012-12-31$287,300
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,589,479
Total contributions received or receivable from employer(s)2012-12-31$16,372
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,000
2011 : BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-175,760
Expenses. Total of all expenses incurred2011-12-31$67,016
Benefits paid (including direct rollovers)2011-12-31$65,816
Total plan assets at end of year2011-12-31$1,589,479
Total plan assets at beginning of year2011-12-31$1,832,255
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$17,700
Other income received2011-12-31$-210,410
Net income (gross income less expenses)2011-12-31$-242,776
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,589,479
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,832,255
Total contributions received or receivable from employer(s)2011-12-31$16,950
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,200

Form 5500 Responses for BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST

2014: BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRIAN E. EVANS DDS PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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