401k Plan data: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP plan

SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 401k Plan overview

Plan Name	SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP
Plan identification number	001

SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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

SCOTT A. PAUL, D.D.S., A.P.C. has sponsored the creation of one or more 401k plans.

Company Name: SCOTT A. PAUL, D.D.S., A.P.C.

Employer identification number (EIN): 330842688

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP

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

Plan Statistics for SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP

401k plan membership statisitcs for SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP

Measure Date Value
2023: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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 0
Total of all active and inactive participants 2023-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 8
Number of participants with account balances 2023-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8
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 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 0
2021: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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
Total of all active and inactive participants 2021-01-01 7
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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 other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 8
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
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 3
Total of all active and inactive participants 2018-01-01 10
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
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 2
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
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 2
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 2
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
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 3
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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	0
Total of all active and inactive participants	2023-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	8
Number of participants with account balances	2023-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8
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	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	0
2021: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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
Total of all active and inactive participants	2021-01-01	7
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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 other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	8
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
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	3
Total of all active and inactive participants	2018-01-01	10
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
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	2
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
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	2
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	2
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
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	3
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP

Measure	Date	Value
2023 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total income from all sources	2023-12-31	$170,680
Expenses. Total of all expenses incurred	2023-12-31	$4,010
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$1,904,166
Total plan assets at beginning of year	2023-12-31	$1,737,496
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$60,000
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	$110,680
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$166,670
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,904,166
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,737,496
Assets. Value of participant loans	2023-12-31	$979
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$175,000
Total contributions received or receivable from employer(s)	2023-12-31	$0
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	$4,010
2022 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2022 401k financial data
Total income from all sources	2022-12-31	$-12,406
Expenses. Total of all expenses incurred	2022-12-31	$6,139
Total plan assets at end of year	2022-12-31	$1,557,293
Total plan assets at beginning of year	2022-12-31	$1,575,838
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$54,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$6,139
Other income received	2022-12-31	$-124,680
Net income (gross income less expenses)	2022-12-31	$-18,545
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,557,293
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,575,838
Assets. Value of participant loans	2022-12-31	$7,678
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$175,000
Total contributions received or receivable from employer(s)	2022-12-31	$58,274
2021 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2021 401k financial data
Total income from all sources	2021-12-31	$121,728
Expenses. Total of all expenses incurred	2021-12-31	$24,346
Benefits paid (including direct rollovers)	2021-12-31	$17,123
Total plan assets at end of year	2021-12-31	$1,575,838
Total plan assets at beginning of year	2021-12-31	$1,478,456
Value of fidelity bond covering the plan	2021-12-31	$400,000
Total contributions received or receivable from participants	2021-12-31	$52,000
Other income received	2021-12-31	$17,351
Net income (gross income less expenses)	2021-12-31	$97,382
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,575,838
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,478,456
Assets. Value of participant loans	2021-12-31	$17,687
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$172,815
Total contributions received or receivable from employer(s)	2021-12-31	$52,377
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$7,223
2020 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2020 401k financial data
Total income from all sources	2020-12-31	$167,084
Expenses. Total of all expenses incurred	2020-12-31	$5,776
Total plan assets at end of year	2020-12-31	$1,478,456
Total plan assets at beginning of year	2020-12-31	$1,317,148
Value of fidelity bond covering the plan	2020-12-31	$400,000
Total contributions received or receivable from participants	2020-12-31	$52,000
Other income received	2020-12-31	$66,717
Net income (gross income less expenses)	2020-12-31	$161,308
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,478,456
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,317,148
Assets. Value of participant loans	2020-12-31	$27,099
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$102,325
Total contributions received or receivable from employer(s)	2020-12-31	$48,367
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,776
2019 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2019 401k financial data
Total income from all sources	2019-12-31	$173,456
Expenses. Total of all expenses incurred	2019-12-31	$5,579
Benefits paid (including direct rollovers)	2019-12-31	$5,579
Total plan assets at end of year	2019-12-31	$1,317,148
Total plan assets at beginning of year	2019-12-31	$1,149,271
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$50,000
Other income received	2019-12-31	$98,781
Net income (gross income less expenses)	2019-12-31	$167,877
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,317,148
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,149,271
Assets. Value of participant loans	2019-12-31	$37,497
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$117,537
Total contributions received or receivable from employer(s)	2019-12-31	$24,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2018 401k financial data
Total income from all sources	2018-12-31	$48,686
Expenses. Total of all expenses incurred	2018-12-31	$24,353
Benefits paid (including direct rollovers)	2018-12-31	$24,353
Total plan assets at end of year	2018-12-31	$1,149,271
Total plan assets at beginning of year	2018-12-31	$1,124,938
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$49,000
Other income received	2018-12-31	$-25,843
Net income (gross income less expenses)	2018-12-31	$24,333
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,149,271
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,124,938
Assets. Value of participant loans	2018-12-31	$45,723
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$121,360
Total contributions received or receivable from employer(s)	2018-12-31	$25,529
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2017 401k financial data
Total income from all sources	2017-12-31	$140,035
Total plan assets at end of year	2017-12-31	$1,124,938
Total plan assets at beginning of year	2017-12-31	$984,903
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$48,000
Other income received	2017-12-31	$65,318
Net income (gross income less expenses)	2017-12-31	$140,035
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,124,938
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$984,903
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$98,347
Total contributions received or receivable from employer(s)	2017-12-31	$26,717
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$122,979
Total plan assets at end of year	2016-12-31	$984,903
Total plan assets at beginning of year	2016-12-31	$861,924
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$48,000
Other income received	2016-12-31	$44,277
Net income (gross income less expenses)	2016-12-31	$122,979
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$984,903
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$861,924
Assets. Value of participant loans	2016-12-31	$8,656
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$36,825
Total contributions received or receivable from employer(s)	2016-12-31	$30,702
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$91,254
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$861,924
Total plan assets at beginning of year	2015-12-31	$770,670
Value of fidelity bond covering the plan	2015-12-31	$233,000
Total contributions received or receivable from participants	2015-12-31	$48,000
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	$16,704
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$91,254
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$861,924
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$770,670
Assets. Value of participant loans	2015-12-31	$19,287
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$17,528
Total contributions received or receivable from employer(s)	2015-12-31	$26,550
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$98,362
Expenses. Total of all expenses incurred	2014-12-31	$90
Benefits paid (including direct rollovers)	2014-12-31	$90
Total plan assets at end of year	2014-12-31	$770,670
Total plan assets at beginning of year	2014-12-31	$672,398
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$46,000
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	$25,941
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$98,272
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$770,670
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$672,398
Assets. Value of participant loans	2014-12-31	$32,863
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$54,338
Total contributions received or receivable from employer(s)	2014-12-31	$26,421
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 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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	$100,129
Expenses. Total of all expenses incurred	2013-12-31	$1,806
Benefits paid (including direct rollovers)	2013-12-31	$1,806
Total plan assets at end of year	2013-12-31	$672,398
Total plan assets at beginning of year	2013-12-31	$574,075
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$45,000
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	$42,295
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$98,323
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$672,398
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$574,075
Assets. Value of participant loans	2013-12-31	$42,830
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$58,537
Total contributions received or receivable from employer(s)	2013-12-31	$12,834
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
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	$101,451
Expenses. Total of all expenses incurred	2012-12-31	$4,554
Benefits paid (including direct rollovers)	2012-12-31	$4,554
Total plan assets at end of year	2012-12-31	$574,075
Total plan assets at beginning of year	2012-12-31	$477,178
Value of fidelity bond covering the plan	2012-12-31	$4,500
Total contributions received or receivable from participants	2012-12-31	$45,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$43,159
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$96,897
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$574,075
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$477,178
Assets. Value of participant loans	2012-12-31	$49,302
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$61,576
Total contributions received or receivable from employer(s)	2012-12-31	$13,292
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$38,433
Expenses. Total of all expenses incurred	2011-12-31	$6,261
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$477,178
Total plan assets at beginning of year	2011-12-31	$445,006
Value of fidelity bond covering the plan	2011-12-31	$4,500
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$38,433
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$32,172
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$477,178
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$445,006
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,261
2010 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$34,777
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$445,006
Total plan assets at beginning of year	2010-12-31	$410,229
Value of fidelity bond covering the plan	2010-12-31	$45,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$34,777
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$34,777
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$445,006
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$410,229
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP

2023: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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

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Company Name:	SCOTT A. PAUL, D.D.S., A.P.C.
Employer identification number (EIN):	330842688
NAIC Classification:	621210
NAIC Description:	Offices of Dentists