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JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN
Plan identification number 003

JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN Benefits

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

JOSEPH A. MITCHELL, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH A. MITCHELL, DDS, INC.
Employer identification number (EIN):310856099
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-07-01JOSEPH MITCHELL, DDS
0032016-07-01JOSEPH MITCHELL, DDS JOSEPH MITCHELL, DDS2017-08-15
0032015-07-01JOSEPH MITCHELL, DDS JOSEPH MITCHELL, DDS2016-11-01
0032014-07-01JOSEPH MITCHELL, DDS JOSEPH MITCHELL, DDS2015-10-30
0032013-07-01JOSEPH MITCHELL, DDS JOSEPH MITCHELL, DDS2014-12-16
0032012-07-01JOSEPH MITCHELL, DDS JOSEPH MITCHELL, DDS2014-03-28
0032011-07-01JOSEPH MITCHELL, DDS JOSEPH MITCHELL, DDS2013-04-09
0032010-07-01JOSEPH MITCHELL, DDS JOSEPH MITCHELL, DDS2011-12-15

Plan Statistics for JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN

Measure Date Value
2017: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-014
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-010
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-016
Total number of active participants reported on line 7a of the Form 55002016-07-014
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-014
Number of participants with account balances2016-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-015
Total number of active participants reported on line 7a of the Form 55002015-07-013
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-014
Number of participants with account balances2015-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-014
Total number of active participants reported on line 7a of the Form 55002014-07-014
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-014
Number of participants with account balances2014-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-014
Total number of active participants reported on line 7a of the Form 55002013-07-014
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-014
Number of participants with account balances2013-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-015
Total number of active participants reported on line 7a of the Form 55002012-07-014
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-014
Number of participants with account balances2012-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-015
Total number of active participants reported on line 7a of the Form 55002011-07-015
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-015
Number of participants with account balances2011-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-015
Total number of active participants reported on line 7a of the Form 55002010-07-015
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-015
Number of participants with account balances2010-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010

Financial Data on JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN

Measure Date Value
2017 : JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-08-31$0
Total plan liabilities at beginning of year2017-08-31$47,113
Total income from all sources2017-08-31$24,059
Expenses. Total of all expenses incurred2017-08-31$2,819,291
Benefits paid (including direct rollovers)2017-08-31$2,819,291
Total plan assets at end of year2017-08-31$0
Total plan assets at beginning of year2017-08-31$2,842,345
Value of fidelity bond covering the plan2017-08-31$350,000
Other income received2017-08-31$24,059
Net income (gross income less expenses)2017-08-31$-2,795,232
Net plan assets at end of year (total assets less liabilities)2017-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$2,795,232
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-08-31$0
Total plan liabilities at end of year2017-06-30$47,113
Total plan liabilities at beginning of year2017-06-30$1,383
Total income from all sources2017-06-30$283,020
Expenses. Total of all expenses incurred2017-06-30$107,491
Benefits paid (including direct rollovers)2017-06-30$107,491
Total plan assets at end of year2017-06-30$2,842,345
Total plan assets at beginning of year2017-06-30$2,621,086
Value of fidelity bond covering the plan2017-06-30$350,000
Other income received2017-06-30$233,020
Net income (gross income less expenses)2017-06-30$175,529
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,795,232
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$2,619,703
Total contributions received or receivable from employer(s)2017-06-30$50,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
2016 : JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-06-30$1,383
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$21,775
Expenses. Total of all expenses incurred2016-06-30$23,800
Benefits paid (including direct rollovers)2016-06-30$23,800
Total plan assets at end of year2016-06-30$2,621,086
Total plan assets at beginning of year2016-06-30$2,621,728
Value of fidelity bond covering the plan2016-06-30$350,000
Other income received2016-06-30$188
Net income (gross income less expenses)2016-06-30$-2,025
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,619,703
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,621,728
Assets. Value of real-estate (other than employer real property)2016-06-30$256,500
Total contributions received or receivable from employer(s)2016-06-30$21,587
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$77,591
Expenses. Total of all expenses incurred2015-06-30$0
Total plan assets at end of year2015-06-30$2,621,728
Total plan assets at beginning of year2015-06-30$2,544,137
Value of fidelity bond covering the plan2015-06-30$300,000
Other income received2015-06-30$27,591
Net income (gross income less expenses)2015-06-30$77,591
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,621,728
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,544,137
Assets. Value of real-estate (other than employer real property)2015-06-30$290,563
Total contributions received or receivable from employer(s)2015-06-30$50,000
2014 : JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$289,012
Expenses. Total of all expenses incurred2014-06-30$0
Total plan assets at end of year2014-06-30$2,544,137
Total plan assets at beginning of year2014-06-30$2,255,125
Value of fidelity bond covering the plan2014-06-30$300,000
Other income received2014-06-30$239,012
Net income (gross income less expenses)2014-06-30$289,012
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,544,137
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$2,255,125
Assets. Value of real-estate (other than employer real property)2014-06-30$290,563
Total contributions received or receivable from employer(s)2014-06-30$50,000
2013 : JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$185,156
Expenses. Total of all expenses incurred2013-06-30$10
Total plan assets at end of year2013-06-30$2,255,125
Total plan assets at beginning of year2013-06-30$2,069,979
Value of fidelity bond covering the plan2013-06-30$300,000
Expenses. Other expenses not covered elsewhere2013-06-30$10
Other income received2013-06-30$158,046
Net income (gross income less expenses)2013-06-30$185,146
Net plan assets at end of year (total assets less liabilities)2013-06-30$2,255,125
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,069,979
Assets. Value of participant loans2013-06-30$2,357
Assets. Value of real-estate (other than employer real property)2013-06-30$290,563
Total contributions received or receivable from employer(s)2013-06-30$27,110
2012 : JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$3,154
Expenses. Total of all expenses incurred2012-06-30$0
Benefits paid (including direct rollovers)2012-06-30$0
Total plan assets at end of year2012-06-30$2,069,979
Total plan assets at beginning of year2012-06-30$2,066,825
Value of fidelity bond covering the plan2012-06-30$300,000
Total contributions received or receivable from participants2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$3,154
Net income (gross income less expenses)2012-06-30$3,154
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,069,979
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,066,825
Assets. Value of participant loans2012-06-30$5,587
Assets. Value of real-estate (other than employer real property)2012-06-30$290,563
Total contributions received or receivable from employer(s)2012-06-30$0
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$0
2011 : JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$221,626
Expenses. Total of all expenses incurred2011-06-30$10
Total plan assets at end of year2011-06-30$2,066,825
Total plan assets at beginning of year2011-06-30$1,845,209
Value of fidelity bond covering the plan2011-06-30$300,000
Expenses. Other expenses not covered elsewhere2011-06-30$10
Other income received2011-06-30$221,626
Net income (gross income less expenses)2011-06-30$221,616
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,066,825
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,845,209
Assets. Value of participant loans2011-06-30$7,333
Assets. Value of real-estate (other than employer real property)2011-06-30$282,100

Form 5500 Responses for JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN

2017: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingYes
2017-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: JOSEPH A. MITCHELL, DDS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes

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