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JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN
Plan identification number 001

JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOSEPH M. BURBICK, D.D.S., LTD. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH M. BURBICK, D.D.S., LTD.
Employer identification number (EIN):363017508
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01JOSEPH M. BURBICK2021-06-04
0012019-01-01JOSEPH M. BURBICK2020-06-21
0012018-01-01JOSEPH M. BURBICK2019-06-19
0012017-01-01JOSEPH M. BURBICK2018-07-11
0012016-01-01JOSEPH M. BURBICK2017-07-29
0012015-01-01JOSEPH M. BURBICK
0012014-01-01JOSEPH M. BURBICK
0012013-01-01JOSEPH M. BURBICK
0012012-01-01JOSEPH M. BURBICK
0012011-01-01JOSEPH M. BURBICK
0012010-01-01JOSEPH M. BURBICK JOSEPH M. BURBICK2011-09-18
0012009-01-01JOSEPH M. BURBICK JOSEPH M. BURBICK2010-09-29

Plan Statistics for JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN

Measure Date Value
2015: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0111
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 participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0112
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 participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0112
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 participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-0112
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0114
Number of participants with account balances2010-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN

Measure Date Value
2015 : JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2015 401k financial data
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$99,254
Expenses. Total of all expenses incurred2015-12-31$12,901
Benefits paid (including direct rollovers)2015-12-31$12,901
Total plan assets at end of year2015-12-31$2,775,704
Total plan assets at beginning of year2015-12-31$2,689,351
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-5,110
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$86,353
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,775,704
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,689,351
Total contributions received or receivable from employer(s)2015-12-31$104,364
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING 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$225,945
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$2,689,351
Total plan assets at beginning of year2014-12-31$2,463,406
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$0
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$126,781
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$225,945
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,689,351
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,463,406
Total contributions received or receivable from employer(s)2014-12-31$99,164
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 : JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2013 401k financial data
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$289,367
Expenses. Total of all expenses incurred2013-12-31$12,117
Benefits paid (including direct rollovers)2013-12-31$12,117
Total plan assets at end of year2013-12-31$2,463,406
Total plan assets at beginning of year2013-12-31$2,186,156
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$0
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$202,982
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$277,250
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,463,406
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,186,156
Total contributions received or receivable from employer(s)2013-12-31$86,385
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$267,152
Expenses. Total of all expenses incurred2012-12-31$13,052
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,186,156
Total plan assets at beginning of year2012-12-31$1,932,056
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$175,094
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$254,100
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,186,156
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,932,056
Total contributions received or receivable from employer(s)2012-12-31$92,058
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$13,052
2011 : JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$135,869
Expenses. Total of all expenses incurred2011-12-31$3,838
Benefits paid (including direct rollovers)2011-12-31$3,838
Total plan assets at end of year2011-12-31$1,932,056
Total plan assets at beginning of year2011-12-31$1,800,025
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$43,943
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$132,031
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,932,056
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,800,025
Total contributions received or receivable from employer(s)2011-12-31$91,926
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$255,700
Expenses. Total of all expenses incurred2010-12-31$955
Benefits paid (including direct rollovers)2010-12-31$955
Total plan assets at end of year2010-12-31$1,800,025
Total plan assets at beginning of year2010-12-31$1,545,280
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$163,125
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$254,745
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,800,025
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,545,280
Total contributions received or receivable from employer(s)2010-12-31$92,575
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN

2015: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING 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: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING 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: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 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: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH M. BURBICK, D.D.S., LTD. CROSS-TESTED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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