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PROFIT-SHARING PLAN & TRUST 401k Plan overview

Plan NamePROFIT-SHARING PLAN & TRUST
Plan identification number 001

PROFIT-SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

PHILLIP J. BECKWITH, DDS, INC has sponsored the creation of one or more 401k plans.

Company Name:PHILLIP J. BECKWITH, DDS, INC
Employer identification number (EIN):311072688
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT-SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01PHILLIP J BECKWITH
0012016-01-01PHILLIP J BECKWITH
0012015-01-01PHILLIP J BECKWITH
0012014-01-01PHILLIP J BECKWITH
0012013-01-01PHILLIP J BECKWITH
0012012-01-01PHILLIP J BECKWITH
0012011-01-01PHILLIP J BECKWITH
0012010-01-01PHILLIP J BECKWITH
0012009-01-01PHILLIP J BECKWITH

Plan Statistics for PROFIT-SHARING PLAN & TRUST

401k plan membership statisitcs for PROFIT-SHARING PLAN & TRUST

Measure Date Value
2019: PROFIT-SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PROFIT-SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PROFIT-SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PROFIT-SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PROFIT-SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PROFIT-SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
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 participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PROFIT-SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
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 participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PROFIT-SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PROFIT-SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
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 participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PROFIT-SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: PROFIT-SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on PROFIT-SHARING PLAN & TRUST

Measure Date Value
2019 : PROFIT-SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-06-30$32,233
Expenses. Total of all expenses incurred2019-06-30$1,061,764
Benefits paid (including direct rollovers)2019-06-30$1,061,208
Total plan assets at end of year2019-06-30$0
Total plan assets at beginning of year2019-06-30$1,029,531
Value of fidelity bond covering the plan2019-06-30$150,000
Other income received2019-06-30$32,233
Net income (gross income less expenses)2019-06-30$-1,029,531
Net plan assets at end of year (total assets less liabilities)2019-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$1,029,531
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$556
2018 : PROFIT-SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-22,563
Expenses. Total of all expenses incurred2018-12-31$21,336
Benefits paid (including direct rollovers)2018-12-31$12,335
Total plan assets at end of year2018-12-31$1,029,531
Total plan assets at beginning of year2018-12-31$1,073,430
Value of fidelity bond covering the plan2018-12-31$150,000
Other income received2018-12-31$-22,563
Net income (gross income less expenses)2018-12-31$-43,899
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,029,531
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,073,430
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,001
2017 : PROFIT-SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$170,542
Expenses. Total of all expenses incurred2017-12-31$219,881
Benefits paid (including direct rollovers)2017-12-31$213,920
Total plan assets at end of year2017-12-31$1,073,430
Total plan assets at beginning of year2017-12-31$1,122,769
Value of fidelity bond covering the plan2017-12-31$150,000
Other income received2017-12-31$144,609
Net income (gross income less expenses)2017-12-31$-49,339
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,073,430
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,122,769
Total contributions received or receivable from employer(s)2017-12-31$25,933
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,961
2016 : PROFIT-SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$149,013
Expenses. Total of all expenses incurred2016-12-31$150
Total plan assets at end of year2016-12-31$1,122,769
Total plan assets at beginning of year2016-12-31$973,906
Value of fidelity bond covering the plan2016-12-31$150,000
Other income received2016-12-31$118,882
Net income (gross income less expenses)2016-12-31$148,863
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,122,769
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$973,906
Total contributions received or receivable from employer(s)2016-12-31$30,131
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$150
2015 : PROFIT-SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$-27,520
Expenses. Total of all expenses incurred2015-12-31$150
Total plan assets at end of year2015-12-31$973,906
Total plan assets at beginning of year2015-12-31$1,001,576
Value of fidelity bond covering the plan2015-12-31$150,000
Other income received2015-12-31$-27,520
Net income (gross income less expenses)2015-12-31$-27,670
Net plan assets at end of year (total assets less liabilities)2015-12-31$973,906
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,001,576
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$150
2014 : PROFIT-SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$74,978
Expenses. Total of all expenses incurred2014-12-31$150
Total plan assets at end of year2014-12-31$1,001,576
Total plan assets at beginning of year2014-12-31$926,748
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$74,978
Net income (gross income less expenses)2014-12-31$74,828
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,001,576
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$926,748
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$150
2013 : PROFIT-SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$149,574
Expenses. Total of all expenses incurred2013-12-31$150
Total plan assets at end of year2013-12-31$926,748
Total plan assets at beginning of year2013-12-31$777,324
Value of fidelity bond covering the plan2013-12-31$50,000
Other income received2013-12-31$149,574
Net income (gross income less expenses)2013-12-31$149,424
Net plan assets at end of year (total assets less liabilities)2013-12-31$926,748
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$777,324
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$150
2012 : PROFIT-SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$69,406
Expenses. Total of all expenses incurred2012-12-31$150
Total plan assets at end of year2012-12-31$777,324
Total plan assets at beginning of year2012-12-31$708,068
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$69,406
Net income (gross income less expenses)2012-12-31$69,256
Net plan assets at end of year (total assets less liabilities)2012-12-31$777,324
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$708,068
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$150
2011 : PROFIT-SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$21,779
Expenses. Total of all expenses incurred2011-12-31$150
Total plan assets at end of year2011-12-31$708,068
Total plan assets at beginning of year2011-12-31$686,439
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$21,779
Net income (gross income less expenses)2011-12-31$21,629
Net plan assets at end of year (total assets less liabilities)2011-12-31$708,068
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$686,439
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$150
2010 : PROFIT-SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$63,170
Expenses. Total of all expenses incurred2010-12-31$150
Total plan assets at end of year2010-12-31$686,439
Total plan assets at beginning of year2010-12-31$623,419
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$63,170
Net income (gross income less expenses)2010-12-31$63,020
Net plan assets at end of year (total assets less liabilities)2010-12-31$686,439
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$623,419
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$150

Form 5500 Responses for PROFIT-SHARING PLAN & TRUST

2019: PROFIT-SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PROFIT-SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PROFIT-SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROFIT-SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROFIT-SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFIT-SHARING PLAN & 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: PROFIT-SHARING PLAN & 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: PROFIT-SHARING PLAN & 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: PROFIT-SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PROFIT-SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PROFIT-SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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