PHILLIP J. BECKWITH, DDS, INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2019: PROFIT-SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PROFIT-SHARING PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PROFIT-SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PROFIT-SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PROFIT-SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PROFIT-SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PROFIT-SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PROFIT-SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PROFIT-SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PROFIT-SHARING PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 2 |
Number of participants with account balances | 2010-01-01 | 2 |
2009: PROFIT-SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Measure | Date | Value |
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2019 : PROFIT-SHARING PLAN & TRUST 2019 401k financial data |
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Total income from all sources | 2019-06-30 | $32,233 |
Expenses. Total of all expenses incurred | 2019-06-30 | $1,061,764 |
Benefits paid (including direct rollovers) | 2019-06-30 | $1,061,208 |
Total plan assets at end of year | 2019-06-30 | $0 |
Total plan assets at beginning of year | 2019-06-30 | $1,029,531 |
Value of fidelity bond covering the plan | 2019-06-30 | $150,000 |
Other income received | 2019-06-30 | $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 |
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Total income from all sources | 2018-12-31 | $-22,563 |
Expenses. Total of all expenses incurred | 2018-12-31 | $21,336 |
Benefits paid (including direct rollovers) | 2018-12-31 | $12,335 |
Total plan assets at end of year | 2018-12-31 | $1,029,531 |
Total plan assets at beginning of year | 2018-12-31 | $1,073,430 |
Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
Other income received | 2018-12-31 | $-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 |
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Total income from all sources | 2017-12-31 | $170,542 |
Expenses. Total of all expenses incurred | 2017-12-31 | $219,881 |
Benefits paid (including direct rollovers) | 2017-12-31 | $213,920 |
Total plan assets at end of year | 2017-12-31 | $1,073,430 |
Total plan assets at beginning of year | 2017-12-31 | $1,122,769 |
Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $149,013 |
Expenses. Total of all expenses incurred | 2016-12-31 | $150 |
Total plan assets at end of year | 2016-12-31 | $1,122,769 |
Total plan assets at beginning of year | 2016-12-31 | $973,906 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $-27,520 |
Expenses. Total of all expenses incurred | 2015-12-31 | $150 |
Total plan assets at end of year | 2015-12-31 | $973,906 |
Total plan assets at beginning of year | 2015-12-31 | $1,001,576 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Other income received | 2015-12-31 | $-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 |
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Total income from all sources | 2014-12-31 | $74,978 |
Expenses. Total of all expenses incurred | 2014-12-31 | $150 |
Total plan assets at end of year | 2014-12-31 | $1,001,576 |
Total plan assets at beginning of year | 2014-12-31 | $926,748 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $149,574 |
Expenses. Total of all expenses incurred | 2013-12-31 | $150 |
Total plan assets at end of year | 2013-12-31 | $926,748 |
Total plan assets at beginning of year | 2013-12-31 | $777,324 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $69,406 |
Expenses. Total of all expenses incurred | 2012-12-31 | $150 |
Total plan assets at end of year | 2012-12-31 | $777,324 |
Total plan assets at beginning of year | 2012-12-31 | $708,068 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $21,779 |
Expenses. Total of all expenses incurred | 2011-12-31 | $150 |
Total plan assets at end of year | 2011-12-31 | $708,068 |
Total plan assets at beginning of year | 2011-12-31 | $686,439 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Other income received | 2011-12-31 | $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 |
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Total income from all sources | 2010-12-31 | $63,170 |
Expenses. Total of all expenses incurred | 2010-12-31 | $150 |
Total plan assets at end of year | 2010-12-31 | $686,439 |
Total plan assets at beginning of year | 2010-12-31 | $623,419 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Other income received | 2010-12-31 | $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 |
2019: PROFIT-SHARING PLAN & TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PROFIT-SHARING PLAN & TRUST 2018 form 5500 responses |
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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: PROFIT-SHARING PLAN & TRUST 2017 form 5500 responses |
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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: PROFIT-SHARING PLAN & TRUST 2016 form 5500 responses |
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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: PROFIT-SHARING PLAN & TRUST 2015 form 5500 responses |
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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: PROFIT-SHARING PLAN & TRUST 2014 form 5500 responses |
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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: PROFIT-SHARING PLAN & TRUST 2013 form 5500 responses |
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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: PROFIT-SHARING PLAN & TRUST 2012 form 5500 responses |
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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: PROFIT-SHARING PLAN & TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PROFIT-SHARING PLAN & TRUST 2010 form 5500 responses |
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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: PROFIT-SHARING PLAN & TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |