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DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 401k Plan overview

Plan NameDAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN
Plan identification number 001

DAVID L. DEAN SELF-EMPLOYED RETIREMENT 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
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

DAVID L. DEAN, DDS has sponsored the creation of one or more 401k plans.

Company Name:DAVID L. DEAN, DDS
Employer identification number (EIN):470470935
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01DAVID L. DEAN2020-10-07
0012018-01-01DAVID L. DEAN2019-10-09
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DAVID L. DEAN
0012011-01-01DAVID L. DEAN
0012010-01-01DAVID L. DEAN
0012009-01-01DAVID L. DEAN

Plan Statistics for DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN

401k plan membership statisitcs for DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2019: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-010
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
2018: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2010: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2019 : DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$709,251
Expenses. Total of all expenses incurred2019-12-31$2,854,745
Benefits paid (including direct rollovers)2019-12-31$2,854,745
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$2,145,494
Other income received2019-12-31$709,251
Net income (gross income less expenses)2019-12-31$-2,145,494
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,145,494
2018 : DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$239,735
Expenses. Total of all expenses incurred2018-12-31$158,142
Benefits paid (including direct rollovers)2018-12-31$158,142
Total plan assets at end of year2018-12-31$2,145,494
Total plan assets at beginning of year2018-12-31$2,063,901
Other income received2018-12-31$238,050
Net income (gross income less expenses)2018-12-31$81,593
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,145,494
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,063,901
Total contributions received or receivable from employer(s)2018-12-31$1,685
2017 : DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$534,725
Expenses. Total of all expenses incurred2017-12-31$92,525
Benefits paid (including direct rollovers)2017-12-31$92,525
Total plan assets at end of year2017-12-31$2,063,901
Total plan assets at beginning of year2017-12-31$1,621,701
Other income received2017-12-31$509,841
Net income (gross income less expenses)2017-12-31$442,200
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,063,901
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,621,701
Total contributions received or receivable from employer(s)2017-12-31$24,884
2016 : DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$212,820
Expenses. Total of all expenses incurred2016-12-31$89,000
Benefits paid (including direct rollovers)2016-12-31$89,000
Total plan assets at end of year2016-12-31$1,621,701
Total plan assets at beginning of year2016-12-31$1,497,881
Other income received2016-12-31$194,910
Net income (gross income less expenses)2016-12-31$123,820
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,621,701
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,497,881
Total contributions received or receivable from employer(s)2016-12-31$17,910
2015 : DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$40,544
Expenses. Total of all expenses incurred2015-12-31$65,000
Benefits paid (including direct rollovers)2015-12-31$65,000
Total plan assets at end of year2015-12-31$1,497,881
Total plan assets at beginning of year2015-12-31$1,522,337
Other income received2015-12-31$40,544
Net income (gross income less expenses)2015-12-31$-24,456
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,497,881
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,522,337
2014 : DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$128,459
Expenses. Total of all expenses incurred2014-12-31$70,000
Benefits paid (including direct rollovers)2014-12-31$70,000
Total plan assets at end of year2014-12-31$1,522,337
Total plan assets at beginning of year2014-12-31$1,463,878
Other income received2014-12-31$118,459
Net income (gross income less expenses)2014-12-31$58,459
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,522,337
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,463,878
Total contributions received or receivable from employer(s)2014-12-31$10,000
2013 : DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$363,709
Expenses. Total of all expenses incurred2013-12-31$84,150
Benefits paid (including direct rollovers)2013-12-31$84,150
Total plan assets at end of year2013-12-31$1,463,878
Total plan assets at beginning of year2013-12-31$1,184,319
Other income received2013-12-31$353,709
Net income (gross income less expenses)2013-12-31$279,559
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,463,878
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,184,319
Total contributions received or receivable from employer(s)2013-12-31$10,000
2012 : DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$386,546
Expenses. Total of all expenses incurred2012-12-31$62,750
Benefits paid (including direct rollovers)2012-12-31$62,750
Total plan assets at end of year2012-12-31$1,184,319
Total plan assets at beginning of year2012-12-31$860,523
Other income received2012-12-31$376,546
Net income (gross income less expenses)2012-12-31$323,796
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,184,319
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$860,523
Total contributions received or receivable from employer(s)2012-12-31$10,000
2011 : DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-13,240
Expenses. Total of all expenses incurred2011-12-31$23,000
Benefits paid (including direct rollovers)2011-12-31$23,000
Total plan assets at end of year2011-12-31$860,523
Total plan assets at beginning of year2011-12-31$896,763
Other income received2011-12-31$-23,240
Net income (gross income less expenses)2011-12-31$-36,240
Net plan assets at end of year (total assets less liabilities)2011-12-31$860,523
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$896,763
Total contributions received or receivable from employer(s)2011-12-31$10,000
2010 : DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$209,744
Expenses. Total of all expenses incurred2010-12-31$30,500
Benefits paid (including direct rollovers)2010-12-31$30,500
Total plan assets at end of year2010-12-31$896,763
Total plan assets at beginning of year2010-12-31$717,519
Other income received2010-12-31$199,744
Net income (gross income less expenses)2010-12-31$179,244
Net plan assets at end of year (total assets less liabilities)2010-12-31$896,763
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$717,519
Total contributions received or receivable from employer(s)2010-12-31$10,000

Form 5500 Responses for DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN

2019: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID L. DEAN SELF-EMPLOYED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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