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MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 401k Plan overview

Plan NameMATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN
Plan identification number 001

MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MATTHEW W. STEGEMILLER, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:MATTHEW W. STEGEMILLER, DDS, PC
Employer identification number (EIN):351956812
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01JANE STEGEMILLER
0012017-01-01JANE STEGEMILLER
0012017-01-01JANE STEGEMILLER
0012016-01-01JANE STEGEMILLER
0012015-01-01JANE STEGEMILLER
0012014-01-01JANE STEGEMILLER
0012013-01-01JANE STEGEMILLER
0012012-01-01MATTHEW STEGEMILLER, DDS2013-09-20
0012011-01-01MATTHEW STEGEMILLER, DDS2012-09-25
0012010-01-01MATTHEW STEGEMILLER2011-08-04

Plan Statistics for MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN

401k plan membership statisitcs for MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN

Measure Date Value
2019: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN

Measure Date Value
2019 : MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-06-07$0
Total plan liabilities at end of year2019-06-07$0
Total plan liabilities at beginning of year2019-06-07$0
Total income from all sources2019-06-07$301,248
Expenses. Total of all expenses incurred2019-06-07$2,675,265
Benefits paid (including direct rollovers)2019-06-07$2,675,252
Total plan assets at end of year2019-06-07$0
Total plan assets at beginning of year2019-06-07$2,374,017
Value of fidelity bond covering the plan2019-06-07$300,000
Total contributions received or receivable from participants2019-06-07$55,801
Expenses. Other expenses not covered elsewhere2019-06-07$0
Contributions received from other sources (not participants or employers)2019-06-07$0
Other income received2019-06-07$242,010
Noncash contributions received2019-06-07$0
Net income (gross income less expenses)2019-06-07$-2,374,017
Net plan assets at end of year (total assets less liabilities)2019-06-07$0
Net plan assets at beginning of year (total assets less liabilities)2019-06-07$2,374,017
Total contributions received or receivable from employer(s)2019-06-07$3,437
Value of certain deemed distributions of participant loans2019-06-07$0
Value of corrective distributions2019-06-07$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-07$13
2018 : MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-110,609
Expenses. Total of all expenses incurred2018-12-31$2,089
Benefits paid (including direct rollovers)2018-12-31$2,089
Total plan assets at end of year2018-12-31$2,374,017
Total plan assets at beginning of year2018-12-31$2,486,715
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$57,024
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-181,216
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-112,698
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,374,017
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,486,715
Total contributions received or receivable from employer(s)2018-12-31$13,583
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$479,476
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,486,715
Total plan assets at beginning of year2017-12-31$2,007,239
Value of fidelity bond covering the plan2017-12-31$300,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$62,928
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$401,503
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$479,476
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,486,715
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,007,239
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$15,045
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$191,124
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$2,007,239
Total plan assets at beginning of year2016-12-31$1,816,115
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$58,643
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$114,740
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$191,124
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,007,239
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,816,115
Total contributions received or receivable from employer(s)2016-12-31$17,741
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$47,057
Expenses. Total of all expenses incurred2015-12-31$27,999
Benefits paid (including direct rollovers)2015-12-31$27,999
Total plan assets at end of year2015-12-31$1,816,115
Total plan assets at beginning of year2015-12-31$1,797,057
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$48,495
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$856
Other income received2015-12-31$-20,130
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$19,058
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,816,115
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,797,057
Total contributions received or receivable from employer(s)2015-12-31$17,836
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$137,340
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,797,057
Total plan assets at beginning of year2014-12-31$1,659,717
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$56,548
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$63,076
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$137,340
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,797,057
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,659,717
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$17,716
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$284,415
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,651,123
Total plan assets at beginning of year2013-12-31$1,366,708
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$42,269
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$227,342
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$284,415
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,651,123
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,366,708
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$14,804
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0

Form 5500 Responses for MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN

2019: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MATTHEW W. STEGEMILLER, DDS, PC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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