401k Plan data: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN plan

JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 401k Plan overview

Plan Name	JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN
Plan identification number	001

JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.
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

JEFFREY R. BARTNIK, D.D.S., LLC has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY R. BARTNIK, D.D.S., LLC

Employer identification number (EIN): 311647072

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JEFFREY BARTNIK
001 2017-01-01 JEFFREY BARTNIK
001 2016-01-01 JEFFREY BARTNIK
001 2015-01-01 JEFFREY BARTNIK
001 2014-01-01 JEFFREY BARTNIK
001 2013-01-01 JEFFREY BARTNIK
001 2012-01-01 JEFFREY BARTNIK
001 2011-01-01 JEFFREY BARTNIK
001 2010-01-01 JEFFREY BARTNIK
001 2009-01-01 JEFFREY BARTNIK
001 2009-01-01 JEFFREY BARTNIK

Plan Statistics for JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN

401k plan membership statisitcs for JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN

Measure Date Value
2024: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2024 401k membership
Total participants, beginning-of-year 2024-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2024-01-01 0
Number of retired or separated participants receiving benefits 2024-01-01 0
Number of other retired or separated participants entitled to future benefits 2024-01-01 0
Total of all active and inactive participants 2024-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2024-01-01 0
Total participants 2024-01-01 0
Number of participants with account balances 2024-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2024-01-01 0
2023: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2019 401k membership
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 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
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: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
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 0
2015: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT 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 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT 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 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
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 0
2012: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2010 401k membership
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2024: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2024 401k membership
Total participants, beginning-of-year	2024-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2024-01-01	0
Number of retired or separated participants receiving benefits	2024-01-01	0
Number of other retired or separated participants entitled to future benefits	2024-01-01	0
Total of all active and inactive participants	2024-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2024-01-01	0
Total participants	2024-01-01	0
Number of participants with account balances	2024-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2024-01-01	0
2023: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2019 401k membership
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	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
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: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
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	0
2015: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT 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	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT 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	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
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	0
2012: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2010 401k membership
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN

Measure	Date	Value
2024 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2024 401k financial data
Total plan liabilities at end of year	2024-06-30	$0
Total plan liabilities at beginning of year	2024-06-30	$0
Total income from all sources	2024-06-30	$27,983
Expenses. Total of all expenses incurred	2024-06-30	$1,060,712
Benefits paid (including direct rollovers)	2024-06-30	$1,058,431
Total plan assets at end of year	2024-06-30	$0
Total plan assets at beginning of year	2024-06-30	$1,032,729
Value of fidelity bond covering the plan	2024-06-30	$100,000
Other income received	2024-06-30	$27,983
Net income (gross income less expenses)	2024-06-30	$-1,032,729
Net plan assets at end of year (total assets less liabilities)	2024-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2024-06-30	$1,032,729
Value of certain deemed distributions of participant loans	2024-06-30	$2,281
2023 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$191,242
Expenses. Total of all expenses incurred	2023-12-31	$248,551
Benefits paid (including direct rollovers)	2023-12-31	$242,373
Total plan assets at end of year	2023-12-31	$1,032,729
Total plan assets at beginning of year	2023-12-31	$1,090,038
Value of fidelity bond covering the plan	2023-12-31	$100,000
Total contributions received or receivable from participants	2023-12-31	$34,601
Contributions received from other sources (not participants or employers)	2023-12-31	$7,000
Other income received	2023-12-31	$136,182
Net income (gross income less expenses)	2023-12-31	$-57,309
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,032,729
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,090,038
Total contributions received or receivable from employer(s)	2023-12-31	$13,459
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$6,178
2022 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-338,440
Expenses. Total of all expenses incurred	2022-12-31	$8,998
Total plan assets at end of year	2022-12-31	$1,090,038
Total plan assets at beginning of year	2022-12-31	$1,437,476
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$31,601
Other income received	2022-12-31	$-383,047
Net income (gross income less expenses)	2022-12-31	$-347,438
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,090,038
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,437,476
Total contributions received or receivable from employer(s)	2022-12-31	$13,006
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,998
2021 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$120,868
Expenses. Total of all expenses incurred	2021-12-31	$7,872
Total plan assets at end of year	2021-12-31	$1,437,476
Total plan assets at beginning of year	2021-12-31	$1,324,480
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$30,601
Other income received	2021-12-31	$80,116
Net income (gross income less expenses)	2021-12-31	$112,996
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,437,476
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,324,480
Assets. Value of participant loans	2021-12-31	$1,944
Total contributions received or receivable from employer(s)	2021-12-31	$10,151
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$7,872
2020 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$280,822
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,324,480
Total plan assets at beginning of year	2020-12-31	$1,043,658
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$29,260
Other income received	2020-12-31	$240,733
Net income (gross income less expenses)	2020-12-31	$280,822
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,324,480
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,043,658
Assets. Value of participant loans	2020-12-31	$6,668
Total contributions received or receivable from employer(s)	2020-12-31	$10,829
2019 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$228,512
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,043,658
Total plan assets at beginning of year	2019-12-31	$815,146
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$29,430
Other income received	2019-12-31	$187,250
Net income (gross income less expenses)	2019-12-31	$228,512
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,043,658
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$815,146
Assets. Value of participant loans	2019-12-31	$10,625
Total contributions received or receivable from employer(s)	2019-12-31	$11,832
2018 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-21,816
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$815,146
Total plan assets at beginning of year	2018-12-31	$836,962
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$29,100
Other income received	2018-12-31	$-64,010
Net income (gross income less expenses)	2018-12-31	$-21,816
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$815,146
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$836,962
Assets. Value of participant loans	2018-12-31	$14,497
Total contributions received or receivable from employer(s)	2018-12-31	$13,094
2017 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$144,351
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$836,962
Total plan assets at beginning of year	2017-12-31	$692,611
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$28,430
Other income received	2017-12-31	$102,714
Net income (gross income less expenses)	2017-12-31	$144,351
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$836,962
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$692,611
Total contributions received or receivable from employer(s)	2017-12-31	$13,207
2016 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total income from all sources	2016-12-31	$105,417
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$692,611
Total plan assets at beginning of year	2016-12-31	$587,194
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$28,313
Other income received	2016-12-31	$62,393
Net income (gross income less expenses)	2016-12-31	$105,417
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$692,611
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$587,194
Total contributions received or receivable from employer(s)	2016-12-31	$14,711
2015 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$40,156
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$587,194
Total plan assets at beginning of year	2015-12-31	$547,038
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$28,771
Other income received	2015-12-31	$-2,935
Net income (gross income less expenses)	2015-12-31	$40,156
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$587,194
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$547,038
Total contributions received or receivable from employer(s)	2015-12-31	$14,320
2014 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$78,311
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$547,038
Total plan assets at beginning of year	2014-12-31	$468,727
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$27,484
Other income received	2014-12-31	$38,535
Net income (gross income less expenses)	2014-12-31	$78,311
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$547,038
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$468,727
Total contributions received or receivable from employer(s)	2014-12-31	$12,292
2013 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$110,783
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$468,727
Total plan assets at beginning of year	2013-12-31	$357,944
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$22,861
Other income received	2013-12-31	$75,894
Net income (gross income less expenses)	2013-12-31	$110,783
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$468,727
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$357,944
Total contributions received or receivable from employer(s)	2013-12-31	$12,028
2012 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$79,800
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$357,944
Total plan assets at beginning of year	2012-12-31	$278,144
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$25,481
Other income received	2012-12-31	$42,003
Net income (gross income less expenses)	2012-12-31	$79,800
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$357,944
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$278,144
Assets. Value of participant loans	2012-12-31	$253
Total contributions received or receivable from employer(s)	2012-12-31	$12,316
2011 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$26,241
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$278,144
Total plan assets at beginning of year	2011-12-31	$251,903
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$18,974
Other income received	2011-12-31	$-3,863
Net income (gross income less expenses)	2011-12-31	$26,241
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$278,144
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$251,903
Assets. Value of participant loans	2011-12-31	$1,900
Total contributions received or receivable from employer(s)	2011-12-31	$11,130
2010 : JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$58,280
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$251,903
Total plan assets at beginning of year	2010-12-31	$193,623
Total contributions received or receivable from participants	2010-12-31	$18,428
Other income received	2010-12-31	$28,523
Net income (gross income less expenses)	2010-12-31	$58,280
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$251,903
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$193,623
Assets. Value of participant loans	2010-12-31	$3,444
Total contributions received or receivable from employer(s)	2010-12-31	$11,329

Form 5500 Responses for JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN

2024: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2024 form 5500 responses
2024-01-01	Type of plan entity	Single employer plan
2024-01-01	Submission has been amended	No
2024-01-01	This submission is the final filing	Yes
2024-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2024-01-01	Plan is a collectively bargained plan	No
2024-01-01	Plan funding arrangement – Trust	Yes
2024-01-01	Plan benefit arrangement - Trust	Yes
2023: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JEFFREY R. BARTNIK, D.D.S., LLC 401-K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JEFFREY R. BARTNIK, D.D.S., LLC
Employer identification number (EIN):	311647072
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)