401k Plan data: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN plan

JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	001

JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOSEPH P. STEVEN, JR., D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH P. STEVEN, JR., D.D.S., P.A.

Employer identification number (EIN): 480910174

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JASMIN STEVEN RUPP, D.D.S. JASMIN STEVEN RUPP, D.D.S. 2017-06-01
001 2016-01-01 JASMIN STEVEN RUPP, D.D.S. JASMIN STEVEN RUPP, D.D.S. 2017-06-01
001 2015-01-01 JASMIN STEVEN RUPP
001 2014-01-01 JASMIN STEVEN RUPP, D.D.S.
001 2013-01-01 JOSEPH P. STEVEN, JR. D.D.S.
001 2012-01-01 JOSEPH P. STEVEN, JR. D.D.S.
001 2011-01-01 JOSEPH P. STEVEN, JR. D.D.S.
001 2010-01-01 JOSEPH P. STEVEN, JR. D.D.S.
001 2009-01-01 JOSEPH P. STEVEN, JR. D.D.S. JOSEPH P. STEVEN, JR. D.D.S. 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JASMIN STEVEN RUPP, D.D.S.	JASMIN STEVEN RUPP, D.D.S.	2017-06-01
001	2016-01-01	JASMIN STEVEN RUPP, D.D.S.	JASMIN STEVEN RUPP, D.D.S.	2017-06-01
001	2015-01-01	JASMIN STEVEN RUPP
001	2014-01-01	JASMIN STEVEN RUPP, D.D.S.
001	2013-01-01	JOSEPH P. STEVEN, JR. D.D.S.
001	2012-01-01	JOSEPH P. STEVEN, JR. D.D.S.
001	2011-01-01	JOSEPH P. STEVEN, JR. D.D.S.
001	2010-01-01	JOSEPH P. STEVEN, JR. D.D.S.
001	2009-01-01	JOSEPH P. STEVEN, JR. D.D.S.	JOSEPH P. STEVEN, JR. D.D.S.	2010-10-13

Plan Statistics for JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 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 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
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 3
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
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 4
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 24
Number of participants with account balances 2012-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
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 5
Total of all active and inactive participants 2010-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 18
Number of participants with account balances 2010-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	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	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
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	3
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
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	4
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	24
Number of participants with account balances	2012-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
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	5
Total of all active and inactive participants	2010-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	18
Number of participants with account balances	2010-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-03-21	$58,480
Expenses. Total of all expenses incurred	2017-03-21	$1,069,236
Benefits paid (including direct rollovers)	2017-03-21	$1,069,236
Total plan assets at end of year	2017-03-21	$0
Total plan assets at beginning of year	2017-03-21	$1,010,756
Value of fidelity bond covering the plan	2017-03-21	$138,800
Other income received	2017-03-21	$58,480
Net income (gross income less expenses)	2017-03-21	$-1,010,756
Net plan assets at end of year (total assets less liabilities)	2017-03-21	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-03-21	$1,010,756
2016 : JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$121,167
Expenses. Total of all expenses incurred	2016-12-31	$15,586
Benefits paid (including direct rollovers)	2016-12-31	$15,586
Total plan assets at end of year	2016-12-31	$1,010,756
Total plan assets at beginning of year	2016-12-31	$905,175
Value of fidelity bond covering the plan	2016-12-31	$138,800
Total contributions received or receivable from participants	2016-12-31	$32,358
Other income received	2016-12-31	$88,809
Net income (gross income less expenses)	2016-12-31	$105,581
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,010,756
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$905,175
2015 : JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$22,369
Expenses. Total of all expenses incurred	2015-12-31	$769,486
Benefits paid (including direct rollovers)	2015-12-31	$769,486
Total plan assets at end of year	2015-12-31	$905,175
Total plan assets at beginning of year	2015-12-31	$1,652,292
Value of fidelity bond covering the plan	2015-12-31	$138,800
Total contributions received or receivable from participants	2015-12-31	$29,017
Other income received	2015-12-31	$-6,648
Net income (gross income less expenses)	2015-12-31	$-747,117
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$905,175
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,652,292
2014 : JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$105,654
Expenses. Total of all expenses incurred	2014-12-31	$86,776
Benefits paid (including direct rollovers)	2014-12-31	$86,776
Total plan assets at end of year	2014-12-31	$1,652,292
Total plan assets at beginning of year	2014-12-31	$1,633,414
Value of fidelity bond covering the plan	2014-12-31	$138,800
Total contributions received or receivable from participants	2014-12-31	$39,370
Other income received	2014-12-31	$66,284
Net income (gross income less expenses)	2014-12-31	$18,878
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,652,292
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,633,414
2013 : JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$245,083
Expenses. Total of all expenses incurred	2013-12-31	$125
Benefits paid (including direct rollovers)	2013-12-31	$125
Total plan assets at end of year	2013-12-31	$1,633,414
Total plan assets at beginning of year	2013-12-31	$1,388,456
Value of fidelity bond covering the plan	2013-12-31	$138,800
Total contributions received or receivable from participants	2013-12-31	$40,012
Other income received	2013-12-31	$205,071
Net income (gross income less expenses)	2013-12-31	$244,958
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,633,414
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,388,456
2012 : JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$197,401
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,388,456
Total plan assets at beginning of year	2012-12-31	$1,191,055
Value of fidelity bond covering the plan	2012-12-31	$138,800
Total contributions received or receivable from participants	2012-12-31	$40,795
Other income received	2012-12-31	$156,606
Net income (gross income less expenses)	2012-12-31	$197,401
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,388,456
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,191,055
Total contributions received or receivable from employer(s)	2012-12-31	$0
2011 : JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$94,224
Expenses. Total of all expenses incurred	2011-12-31	$1,046
Benefits paid (including direct rollovers)	2011-12-31	$1,046
Total plan assets at end of year	2011-12-31	$1,191,055
Total plan assets at beginning of year	2011-12-31	$1,097,877
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$39,973
Other income received	2011-12-31	$41,251
Net income (gross income less expenses)	2011-12-31	$93,178
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,191,055
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,097,877
Total contributions received or receivable from employer(s)	2011-12-31	$13,000
2010 : JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$98,166
Expenses. Total of all expenses incurred	2010-12-31	$1,046
Benefits paid (including direct rollovers)	2010-12-31	$1,046
Total plan assets at end of year	2010-12-31	$1,097,877
Total plan assets at beginning of year	2010-12-31	$1,000,757
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$36,553
Other income received	2010-12-31	$36,613
Net income (gross income less expenses)	2010-12-31	$97,120
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,097,877
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,000,757
Total contributions received or receivable from employer(s)	2010-12-31	$25,000

Form 5500 Responses for JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN

2017: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOSEPH P. STEVEN, JR., D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JOSEPH P. STEVEN, JR., D.D.S., P.A.
Employer identification number (EIN):	480910174
NAIC Classification:	621210
NAIC Description:	Offices of Dentists