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JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN
Plan identification number 001

JOHN F. LIPPERT, D.D.S., 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
  • 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

JOHN F. LIPPERT, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:JOHN F. LIPPERT, D.D.S.
Employer identification number (EIN):520936726
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOHN F. LIPPERT, D.D.S JOHN F. LIPPERT, D.D.S2013-07-31
0012011-01-01JOHN F. LIPPERT, D.D.S JOHN F. LIPPERT, D.D.S2012-07-30
0012009-01-01JOHN F. LIPPERT, D.D.S JOHN F. LIPPERT, D.D.S2010-07-22

Plan Statistics for JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN

Measure Date Value
2016: JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-010
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 participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
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 participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
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 participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
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 participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
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 participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
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 participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN

Measure Date Value
2016 : JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 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$152,497
Expenses. Total of all expenses incurred2016-12-31$1,748,422
Benefits paid (including direct rollovers)2016-12-31$1,729,841
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$1,595,925
Value of fidelity bond covering the plan2016-12-31$175,000
Total contributions received or receivable from participants2016-12-31$0
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$152,497
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-1,595,925
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,595,925
Total contributions received or receivable from employer(s)2016-12-31$0
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$18,581
2015 : JOHN F. LIPPERT, D.D.S., 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$0
Total income from all sources2015-12-31$-37,826
Expenses. Total of all expenses incurred2015-12-31$80,126
Benefits paid (including direct rollovers)2015-12-31$61,000
Total plan assets at end of year2015-12-31$1,595,925
Total plan assets at beginning of year2015-12-31$1,713,877
Value of fidelity bond covering the plan2015-12-31$175,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-37,826
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-117,952
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,595,925
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,713,877
Total contributions received or receivable from employer(s)2015-12-31$0
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$19,126
2014 : JOHN F. LIPPERT, D.D.S., 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$117,542
Expenses. Total of all expenses incurred2014-12-31$75,893
Benefits paid (including direct rollovers)2014-12-31$55,600
Total plan assets at end of year2014-12-31$1,713,877
Total plan assets at beginning of year2014-12-31$1,672,228
Value of fidelity bond covering the plan2014-12-31$175,000
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$117,542
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$41,649
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,713,877
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,672,228
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$20,293
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
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$154,217
Expenses. Total of all expenses incurred2013-12-31$69,230
Benefits paid (including direct rollovers)2013-12-31$53,100
Total plan assets at end of year2013-12-31$1,672,228
Total plan assets at beginning of year2013-12-31$1,587,241
Value of fidelity bond covering the plan2013-12-31$175,000
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$154,217
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$84,987
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,672,228
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,587,241
Total contributions received or receivable from employer(s)2013-12-31$0
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$16,130
2012 : JOHN F. LIPPERT, D.D.S., 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$175,719
Expenses. Total of all expenses incurred2012-12-31$13,870
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,587,241
Total plan assets at beginning of year2012-12-31$1,425,392
Value of fidelity bond covering the plan2012-12-31$175,000
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$175,719
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$161,849
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,587,241
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,425,392
Total contributions received or receivable from employer(s)2012-12-31$0
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$13,870
2011 : JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$17,397
Total income from all sources2011-12-31$-17,679
Expenses. Total of all expenses incurred2011-12-31$12,741
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,425,392
Total plan assets at beginning of year2011-12-31$1,473,209
Value of fidelity bond covering the plan2011-12-31$175,000
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$0
Other income received2011-12-31$-17,679
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-30,420
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,425,392
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,455,812
Total contributions received or receivable from employer(s)2011-12-31$0
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$12,741
2010 : JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$17,397
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$118,221
Expenses. Total of all expenses incurred2010-12-31$14,519
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,473,209
Total plan assets at beginning of year2010-12-31$1,352,110
Value of fidelity bond covering the plan2010-12-31$175,000
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$118,221
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$103,702
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,455,812
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,352,110
Total contributions received or receivable from employer(s)2010-12-31$0
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$14,519

Form 5500 Responses for JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN

2016: JOHN F. LIPPERT, D.D.S., PROFIT SHARING PLAN 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 filingYes
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: JOHN F. LIPPERT, D.D.S., 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: JOHN F. LIPPERT, D.D.S., 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: JOHN F. LIPPERT, D.D.S., 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: JOHN F. LIPPERT, D.D.S., 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: JOHN F. LIPPERT, D.D.S., 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
2009: JOHN F. LIPPERT, D.D.S., 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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