401k Plan data: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN plan

EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan Name	EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN
Plan identification number	001

EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EDWARD K. HOLLY, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: EDWARD K. HOLLY, D.D.S.

Employer identification number (EIN): 330124739

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 EDWARD HOLLY 2024-10-15
001 2022-01-01 EDWARD K. HOLLY, DDS 2023-10-11 EDWARD K. HOLLY, DDS 2023-10-11
001 2021-01-01 EDWARD K. HOLLY, DDS 2022-10-05
001 2020-01-01 EDWARD K. HOLLY, DDS 2021-10-04 EDWARD K. HOLLY, DDS 2021-10-04
001 2019-01-01 EDWARD K. HOLLY, DDS 2020-10-08 EDWARD K. HOLLY, DDS 2020-10-08
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 EDWARD K. HOLLY, DDS EDWARD K. HOLLY, DDS 2013-07-25
001 2011-01-01 EDWARD K. HOLLY, DDS EDWARD K. HOLLY, DDS 2012-05-21
001 2009-01-01 EDWARD K. HOLLY, DDS EDWARD K. HOLLY, DDS 2010-08-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	EDWARD HOLLY	2024-10-15
001	2022-01-01	EDWARD K. HOLLY, DDS	2023-10-11	EDWARD K. HOLLY, DDS	2023-10-11
001	2021-01-01	EDWARD K. HOLLY, DDS	2022-10-05
001	2020-01-01	EDWARD K. HOLLY, DDS	2021-10-04	EDWARD K. HOLLY, DDS	2021-10-04
001	2019-01-01	EDWARD K. HOLLY, DDS	2020-10-08	EDWARD K. HOLLY, DDS	2020-10-08
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	EDWARD K. HOLLY, DDS		EDWARD K. HOLLY, DDS	2013-07-25
001	2011-01-01	EDWARD K. HOLLY, DDS		EDWARD K. HOLLY, DDS	2012-05-21
001	2009-01-01	EDWARD K. HOLLY, DDS		EDWARD K. HOLLY, DDS	2010-08-31

Plan Statistics for EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN

401k plan membership statisitcs for EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2023: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 8
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 9
Number of participants with account balances 2023-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
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 1
Total of all active and inactive participants 2022-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 8
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
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 1
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
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 1
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
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 2
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2017 401k membership
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 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2009: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2023: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	8
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	9
Number of participants with account balances	2023-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
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	1
Total of all active and inactive participants	2022-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	8
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
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	1
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
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	1
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
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	2
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2017 401k membership
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	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2009: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN

Measure	Date	Value
2023 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
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	$847,991
Expenses. Total of all expenses incurred	2023-12-31	$0
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$4,250,375
Total plan assets at beginning of year	2023-12-31	$3,402,384
Value of fidelity bond covering the plan	2023-12-31	$1,649,000
Total contributions received or receivable from participants	2023-12-31	$0
Assets. Value of loans (other than to participants)	2023-12-31	$654,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$756,964
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$847,991
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,250,375
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,402,384
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$1,649,000
Total contributions received or receivable from employer(s)	2023-12-31	$91,027
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
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	$678,084
Expenses. Total of all expenses incurred	2022-12-31	$0
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$3,402,384
Total plan assets at beginning of year	2022-12-31	$2,724,300
Value of fidelity bond covering the plan	2022-12-31	$1,680,000
Total contributions received or receivable from participants	2022-12-31	$0
Assets. Value of loans (other than to participants)	2022-12-31	$30,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$588,966
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$678,084
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,402,384
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,724,300
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$1,680,000
Total contributions received or receivable from employer(s)	2022-12-31	$89,118
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
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	$229,599
Expenses. Total of all expenses incurred	2021-12-31	$110
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$2,724,300
Total plan assets at beginning of year	2021-12-31	$2,494,811
Value of fidelity bond covering the plan	2021-12-31	$1,442,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$133,646
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$229,489
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,724,300
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,494,811
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$1,442,000
Total contributions received or receivable from employer(s)	2021-12-31	$95,953
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$110
2020 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
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	$561,604
Expenses. Total of all expenses incurred	2020-12-31	$115,442
Benefits paid (including direct rollovers)	2020-12-31	$102,651
Total plan assets at end of year	2020-12-31	$2,494,811
Total plan assets at beginning of year	2020-12-31	$2,048,649
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$0
Assets. Value of loans (other than to participants)	2020-12-31	$613,756
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$516,061
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$446,162
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,494,811
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,048,649
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$1,332,500
Total contributions received or receivable from employer(s)	2020-12-31	$45,543
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$12,791
2019 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
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	$141,809
Expenses. Total of all expenses incurred	2019-12-31	$3,673
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$2,048,649
Total plan assets at beginning of year	2019-12-31	$1,910,513
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$0
Assets. Value of loans (other than to participants)	2019-12-31	$613,756
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$118,565
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$138,136
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,048,649
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,910,513
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$977,500
Total contributions received or receivable from employer(s)	2019-12-31	$23,244
Value of certain deemed distributions of participant loans	2019-12-31	$3,673
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$70,300
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,910,513
Total plan assets at beginning of year	2018-12-31	$1,840,213
Value of fidelity bond covering the plan	2018-12-31	$500,000
Assets. Value of loans (other than to participants)	2018-12-31	$500,000
Other income received	2018-12-31	$36,532
Net income (gross income less expenses)	2018-12-31	$70,300
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,910,513
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,840,213
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$1,118,500
Total contributions received or receivable from employer(s)	2018-12-31	$33,768
2017 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$333,967
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,840,213
Total plan assets at beginning of year	2017-12-31	$1,506,246
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of loans (other than to participants)	2017-12-31	$430,000
Other income received	2017-12-31	$303,967
Net income (gross income less expenses)	2017-12-31	$333,967
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,840,213
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,506,246
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$798,500
Total contributions received or receivable from employer(s)	2017-12-31	$30,000
2016 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$32,719
Expenses. Total of all expenses incurred	2016-12-31	$124
Total plan assets at end of year	2016-12-31	$1,506,246
Total plan assets at beginning of year	2016-12-31	$1,473,651
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$11,252
Net income (gross income less expenses)	2016-12-31	$32,595
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,506,246
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,473,651
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$465,000
Total contributions received or receivable from employer(s)	2016-12-31	$21,467
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$124
2015 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$100,495
Expenses. Total of all expenses incurred	2015-12-31	$50
Total plan assets at end of year	2015-12-31	$1,473,651
Total plan assets at beginning of year	2015-12-31	$1,373,206
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$87,730
Net income (gross income less expenses)	2015-12-31	$100,445
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,473,651
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,373,206
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$332,500
Total contributions received or receivable from employer(s)	2015-12-31	$12,765
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$142,914
Expenses. Total of all expenses incurred	2014-12-31	$41,545
Benefits paid (including direct rollovers)	2014-12-31	$41,545
Total plan assets at end of year	2014-12-31	$1,373,206
Total plan assets at beginning of year	2014-12-31	$1,271,837
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$0
Assets. Value of loans (other than to participants)	2014-12-31	$127,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$77,914
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$101,369
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,373,206
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,271,837
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$515,500
Total contributions received or receivable from employer(s)	2014-12-31	$65,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$99,609
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	$1,271,837
Total plan assets at beginning of year	2013-12-31	$1,172,228
Value of fidelity bond covering the plan	2013-12-31	$175,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$34,609
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$99,609
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,271,837
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,172,228
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$489,500
Total contributions received or receivable from employer(s)	2013-12-31	$65,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$157,847
Expenses. Total of all expenses incurred	2012-12-31	$3,391
Total plan assets at end of year	2012-12-31	$1,172,228
Total plan assets at beginning of year	2012-12-31	$1,017,772
Value of fidelity bond covering the plan	2012-12-31	$175,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Other income received	2012-12-31	$92,847
Net income (gross income less expenses)	2012-12-31	$154,456
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,172,228
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,017,772
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$505,500
Total contributions received or receivable from employer(s)	2012-12-31	$65,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,391
2011 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$58,291
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,017,772
Total plan assets at beginning of year	2011-12-31	$959,481
Value of fidelity bond covering the plan	2011-12-31	$175,000
Other income received	2011-12-31	$8,291
Net income (gross income less expenses)	2011-12-31	$58,291
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,017,772
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$959,481
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$367,500
Total contributions received or receivable from employer(s)	2011-12-31	$50,000
2010 : EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$50,633
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$959,481
Total plan assets at beginning of year	2010-12-31	$908,848
Value of fidelity bond covering the plan	2010-12-31	$175,000
Other income received	2010-12-31	$633
Net income (gross income less expenses)	2010-12-31	$50,633
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$959,481
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$908,848
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$279,000
Total contributions received or receivable from employer(s)	2010-12-31	$50,000

Form 5500 Responses for EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN

2023: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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: EDWARD K. HOLLY, D.D.S. PROFIT SHARING 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
2009: EDWARD K. HOLLY, D.D.S. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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:	EDWARD K. HOLLY, D.D.S.
Employer identification number (EIN):	330124739
NAIC Classification:	621210
NAIC Description:	Offices of Dentists