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DONNA M. BARBER DDS 401(K) PLAN & TRUST 401k Plan overview

Plan NameDONNA M. BARBER DDS 401(K) PLAN & TRUST
Plan identification number 001

DONNA M. BARBER DDS 401(K) PLAN & TRUST 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.
  • 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

LOOP PERIO, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LOOP PERIO, P.C.
Employer identification number (EIN):362811958
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONNA M. BARBER DDS 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DONNA BARBER
0012016-01-01DONNA BARBER
0012015-01-01DONNA BARBER
0012014-01-01DONNA BARBER
0012013-01-01JUDI WEISS
0012012-01-01DONNA BARBER
0012011-01-01DONNA BARBER DONNA BARBER2012-09-04
0012010-01-01DONNA M BARBER2011-08-24

Plan Statistics for DONNA M. BARBER DDS 401(K) PLAN & TRUST

401k plan membership statisitcs for DONNA M. BARBER DDS 401(K) PLAN & TRUST

Measure Date Value
2023: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-015
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-016
Number of participants with account balances2023-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-016
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 participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
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 balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-017
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 participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
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: DONNA M. BARBER DDS 401(K) PLAN & TRUST 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 benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
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: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
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 balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-018
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 participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on DONNA M. BARBER DDS 401(K) PLAN & TRUST

Measure Date Value
2023 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$605,559
Expenses. Total of all expenses incurred2023-12-31$3,000
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$2,875,995
Total plan assets at beginning of year2023-12-31$2,273,436
Value of fidelity bond covering the plan2023-12-31$215,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$60,000
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$529,919
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$602,559
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,875,995
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,273,436
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$15,640
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,000
2022 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-448,718
Expenses. Total of all expenses incurred2022-12-31$3,000
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$2,273,436
Total plan assets at beginning of year2022-12-31$2,725,154
Value of fidelity bond covering the plan2022-12-31$215,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$65,958
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-534,109
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-451,718
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,273,436
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,725,154
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$19,433
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,000
2021 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$580,553
Expenses. Total of all expenses incurred2021-12-31$2,392
Benefits paid (including direct rollovers)2021-12-31$-608
Total plan assets at end of year2021-12-31$2,725,154
Total plan assets at beginning of year2021-12-31$2,146,993
Value of fidelity bond covering the plan2021-12-31$215,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$71,500
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$487,226
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$578,161
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,725,154
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,146,993
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$21,827
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,000
2020 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$404,256
Expenses. Total of all expenses incurred2020-12-31$225,219
Benefits paid (including direct rollovers)2020-12-31$222,219
Total plan assets at end of year2020-12-31$2,146,993
Total plan assets at beginning of year2020-12-31$1,967,956
Value of fidelity bond covering the plan2020-12-31$215,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$73,317
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$312,492
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$179,037
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,146,993
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,967,956
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$18,447
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,000
2019 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$495,548
Expenses. Total of all expenses incurred2019-12-31$3,000
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,967,956
Total plan assets at beginning of year2019-12-31$1,475,408
Value of fidelity bond covering the plan2019-12-31$160,000
Total contributions received or receivable from participants2019-12-31$77,671
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$394,206
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$492,548
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,967,956
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,475,408
Total contributions received or receivable from employer(s)2019-12-31$23,671
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,000
2018 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 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$15,233
Expenses. Total of all expenses incurred2018-12-31$130,902
Benefits paid (including direct rollovers)2018-12-31$127,902
Total plan assets at end of year2018-12-31$1,475,408
Total plan assets at beginning of year2018-12-31$1,591,077
Value of fidelity bond covering the plan2018-12-31$160,000
Total contributions received or receivable from participants2018-12-31$81,085
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-92,421
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-115,669
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,475,408
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,591,077
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$26,569
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$3,000
2017 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 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$332,262
Expenses. Total of all expenses incurred2017-12-31$3,000
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,591,077
Total plan assets at beginning of year2017-12-31$1,261,815
Value of fidelity bond covering the plan2017-12-31$150,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$69,134
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$236,222
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$329,262
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,591,077
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,261,815
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$26,906
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$3,000
2016 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 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$259,237
Expenses. Total of all expenses incurred2016-12-31$387,290
Benefits paid (including direct rollovers)2016-12-31$384,290
Total plan assets at end of year2016-12-31$1,261,815
Total plan assets at beginning of year2016-12-31$1,389,868
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$72,090
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$158,562
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-128,053
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,261,815
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,389,868
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$28,585
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$3,000
2015 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 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$60,503
Expenses. Total of all expenses incurred2015-12-31$17,892
Benefits paid (including direct rollovers)2015-12-31$14,892
Total plan assets at end of year2015-12-31$1,389,868
Total plan assets at beginning of year2015-12-31$1,347,257
Value of fidelity bond covering the plan2015-12-31$139,000
Total contributions received or receivable from participants2015-12-31$62,203
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-25,072
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$42,611
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,389,868
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,347,257
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$23,372
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$3,000
2014 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 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$165,867
Expenses. Total of all expenses incurred2014-12-31$29,303
Benefits paid (including direct rollovers)2014-12-31$26,253
Total plan assets at end of year2014-12-31$1,347,257
Total plan assets at beginning of year2014-12-31$1,210,693
Value of fidelity bond covering the plan2014-12-31$80,000
Total contributions received or receivable from participants2014-12-31$65,680
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$77,073
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$136,564
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,347,257
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,210,693
Total contributions received or receivable from employer(s)2014-12-31$23,114
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$3,050
2013 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$262,962
Expenses. Total of all expenses incurred2013-12-31$3,001
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,210,693
Total plan assets at beginning of year2013-12-31$950,732
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$67,416
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$173,673
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$259,961
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,210,693
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$950,732
Total contributions received or receivable from employer(s)2013-12-31$21,873
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$3,001
2012 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$189,661
Expenses. Total of all expenses incurred2012-12-31$3,188
Total plan assets at end of year2012-12-31$950,732
Total plan assets at beginning of year2012-12-31$764,259
Value of fidelity bond covering the plan2012-12-31$80,000
Total contributions received or receivable from participants2012-12-31$74,472
Other income received2012-12-31$91,153
Net income (gross income less expenses)2012-12-31$186,473
Net plan assets at end of year (total assets less liabilities)2012-12-31$950,732
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$764,259
Total contributions received or receivable from employer(s)2012-12-31$24,036
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,188
2011 : DONNA M. BARBER DDS 401(K) PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$71,273
Expenses. Total of all expenses incurred2011-12-31$16,799
Benefits paid (including direct rollovers)2011-12-31$14,999
Total plan assets at end of year2011-12-31$764,259
Total plan assets at beginning of year2011-12-31$709,785
Value of fidelity bond covering the plan2011-12-31$80,000
Total contributions received or receivable from participants2011-12-31$67,404
Other income received2011-12-31$-23,124
Net income (gross income less expenses)2011-12-31$54,474
Net plan assets at end of year (total assets less liabilities)2011-12-31$764,259
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$709,785
Total contributions received or receivable from employer(s)2011-12-31$26,993
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for DONNA M. BARBER DDS 401(K) PLAN & TRUST

2023: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DONNA M. BARBER DDS 401(K) PLAN & TRUST 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 filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DONNA M. BARBER DDS 401(K) PLAN & TRUST 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: DONNA M. BARBER DDS 401(K) PLAN & TRUST 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DONNA M. BARBER DDS 401(K) PLAN & TRUST 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: DONNA M. BARBER DDS 401(K) PLAN & TRUST 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: DONNA M. BARBER DDS 401(K) PLAN & TRUST 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: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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
2012: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DONNA M. BARBER DDS 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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