THOMAS C. AHLERS, D.D.S., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST
401k plan membership statisitcs for THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST
| Measure | Date | Value |
|---|
| 2023: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
| 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 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
| Total participants | 2023-01-01 | 1 |
| 2022: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| 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 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 1 |
| 2021: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 1 |
| 2020: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 1 |
| Number of participants with account balances | 2020-01-01 | 1 |
| 2019: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| Number of participants with account balances | 2019-01-01 | 1 |
| 2018: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| Number of participants with account balances | 2018-01-01 | 1 |
| 2017: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 1 |
| Number of participants with account balances | 2017-01-01 | 1 |
| 2016: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| Number of participants with account balances | 2016-01-01 | 1 |
| 2015: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
| 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 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 1 |
| Number of participants with account balances | 2015-01-01 | 1 |
| 2014: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 1 |
| Number of participants with account balances | 2014-01-01 | 1 |
| 2013: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 1 |
| Number of participants with account balances | 2013-01-01 | 1 |
| 2012: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 1 |
| Number of participants with account balances | 2012-01-01 | 1 |
| 2011: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 1 |
| Number of participants with account balances | 2011-01-01 | 1 |
| 2010: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 1 |
| Number of participants with account balances | 2010-01-01 | 1 |
| 2009: THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 1 |
| Number of participants with account balances | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $-287,201 |
| Total plan liabilities at end of year | 2023-12-31 | $1,994 |
| Total income from all sources | 2023-12-31 | $61,918 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $4,083 |
| Total plan assets at end of year | 2023-12-31 | $315,000 |
| Total plan assets at beginning of year | 2023-12-31 | $542,372 |
| Value of fidelity bond covering the plan | 2023-12-31 | $100,000 |
| Other income received | 2023-12-31 | $61,918 |
| Net income (gross income less expenses) | 2023-12-31 | $57,835 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $313,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $542,372 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $4,083 |
| 2022 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-57,218 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $77,378 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $70,962 |
| Total plan assets at end of year | 2022-12-31 | $542,372 |
| Total plan assets at beginning of year | 2022-12-31 | $676,968 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Other income received | 2022-12-31 | $-57,218 |
| Net income (gross income less expenses) | 2022-12-31 | $-134,596 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $542,372 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $676,968 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $6,416 |
| 2021 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $58,190 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $36,341 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $29,812 |
| Total plan assets at end of year | 2021-12-31 | $676,968 |
| Total plan assets at beginning of year | 2021-12-31 | $655,119 |
| Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
| Other income received | 2021-12-31 | $58,190 |
| Net income (gross income less expenses) | 2021-12-31 | $21,849 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $676,968 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $655,119 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $6,529 |
| 2020 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $49,601 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $38,930 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $31,500 |
| Total plan assets at end of year | 2020-12-31 | $655,119 |
| Total plan assets at beginning of year | 2020-12-31 | $644,448 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Other income received | 2020-12-31 | $49,601 |
| Net income (gross income less expenses) | 2020-12-31 | $10,671 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $655,119 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $644,448 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $7,430 |
| 2019 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $74,823 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $51,405 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $45,000 |
| Total plan assets at end of year | 2019-12-31 | $644,448 |
| Total plan assets at beginning of year | 2019-12-31 | $621,030 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Other income received | 2019-12-31 | $74,823 |
| Net income (gross income less expenses) | 2019-12-31 | $23,418 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $644,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $621,030 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,405 |
| 2018 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-6,084 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $23,466 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $15,000 |
| Total plan assets at end of year | 2018-12-31 | $621,030 |
| Total plan assets at beginning of year | 2018-12-31 | $650,580 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Other income received | 2018-12-31 | $-6,084 |
| Net income (gross income less expenses) | 2018-12-31 | $-29,550 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $621,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $650,580 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $8,466 |
| 2017 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $65,879 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $18,315 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $9,695 |
| Total plan assets at end of year | 2017-12-31 | $650,580 |
| Total plan assets at beginning of year | 2017-12-31 | $603,016 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Other income received | 2017-12-31 | $65,879 |
| Net income (gross income less expenses) | 2017-12-31 | $47,564 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $650,580 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $603,016 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,620 |
| 2016 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $113,232 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $220,697 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $198,559 |
| Total plan assets at end of year | 2016-12-31 | $603,016 |
| Total plan assets at beginning of year | 2016-12-31 | $710,481 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Other income received | 2016-12-31 | $113,232 |
| Net income (gross income less expenses) | 2016-12-31 | $-107,465 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $603,016 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $710,481 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $22,138 |
| 2015 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-81,832 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $161,818 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $151,360 |
| Total plan assets at end of year | 2015-12-31 | $710,481 |
| Total plan assets at beginning of year | 2015-12-31 | $954,131 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Other income received | 2015-12-31 | $-81,832 |
| Net income (gross income less expenses) | 2015-12-31 | $-243,650 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $710,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $954,131 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $10,458 |
| 2014 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $9,536 |
| Total income from all sources | 2014-12-31 | $309,704 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $194,302 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $175,000 |
| Total plan assets at end of year | 2014-12-31 | $954,131 |
| Total plan assets at beginning of year | 2014-12-31 | $848,265 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Other income received | 2014-12-31 | $309,704 |
| Net income (gross income less expenses) | 2014-12-31 | $115,402 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $954,131 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $838,729 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $19,302 |
| 2013 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $9,536 |
| Total income from all sources | 2013-12-31 | $51,517 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $94,381 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $78,988 |
| Total plan assets at end of year | 2013-12-31 | $848,265 |
| Total plan assets at beginning of year | 2013-12-31 | $881,593 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Other income received | 2013-12-31 | $51,517 |
| Net income (gross income less expenses) | 2013-12-31 | $-42,864 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $838,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $881,593 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $264,834 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $15,393 |
| 2012 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $-190,762 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $367,205 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $346,000 |
| Total plan assets at end of year | 2012-12-31 | $881,593 |
| Total plan assets at beginning of year | 2012-12-31 | $1,439,560 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Other income received | 2012-12-31 | $-190,762 |
| Net income (gross income less expenses) | 2012-12-31 | $-557,967 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $881,593 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,439,560 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $311,975 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $21,205 |
| 2011 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-34,073 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $134,480 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $121,224 |
| Total plan assets at end of year | 2011-12-31 | $1,439,560 |
| Total plan assets at beginning of year | 2011-12-31 | $1,608,113 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Other income received | 2011-12-31 | $-34,073 |
| Net income (gross income less expenses) | 2011-12-31 | $-168,553 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,439,560 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,608,113 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $13,256 |
| 2010 : THOMAS C AHLERS, DDS PC PROFIT SHARING PLAN &TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $144,381 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $138,395 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $122,200 |
| Total plan assets at end of year | 2010-12-31 | $1,608,113 |
| Total plan assets at beginning of year | 2010-12-31 | $1,602,127 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Other income received | 2010-12-31 | $144,381 |
| Net income (gross income less expenses) | 2010-12-31 | $5,986 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,608,113 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,602,127 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $16,195 |
