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DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 002

DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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 W. HANDELSMAN, D.D.S, P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. HANDELSMAN, D.D.S, P.A.
Employer identification number (EIN):521854572
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID W. HANDELSMAN2024-10-04 DAVID W. HANDELSMAN2024-10-04
0022022-01-01DAVID W. HANDELSMAN2023-06-27 DAVID W. HANDELSMAN2023-06-27
0022021-01-01DAVID HANDELSMAN2022-10-03 DAVID HANDELSMAN2022-10-03
0022020-01-01DAVID W. HANDELSMAN2021-07-29 DAVID W. HANDELSMAN2021-07-29
0022019-01-01DAVID W. HANDELSMAN2020-09-01 DAVID W. HANDELSMAN2020-09-01
0022018-01-01DAVID W. HANDELSMAN2019-07-14 DAVID W. HANDELSMAN2019-07-14
0022017-01-01
0022016-01-01C. JOYCE DOONAN
0022015-01-01C. JOYCE DOONAN
0022014-01-01C. JOYCE DOONAN
0022013-01-01C. JOYCE DOONAN
0022012-01-01DAVID W. HANDELSMAN, D.D.S., P.A
0022011-01-01C. JOYCE DOONAN
0022009-01-01C. JOYCE DOONAN

Plan Statistics for DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-013
Total of all active and inactive participants2023-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-017
Number of participants with account balances2023-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
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 participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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 55002015-01-014
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 participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
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: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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 balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$307,982
Expenses. Total of all expenses incurred2023-12-31$139,237
Benefits paid (including direct rollovers)2023-12-31$124,629
Total plan assets at end of year2023-12-31$2,079,709
Total plan assets at beginning of year2023-12-31$1,910,964
Value of fidelity bond covering the plan2023-12-31$50,000
Total contributions received or receivable from participants2023-12-31$37,800
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$218,351
Net income (gross income less expenses)2023-12-31$168,745
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,079,709
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,910,964
Assets. Value of participant loans2023-12-31$39,273
Assets. Value of assets in partnership/joint-venture interests2023-12-31$25,000
Total contributions received or receivable from employer(s)2023-12-31$51,831
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$14,608
2022 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total income from all sources2022-12-31$-125,560
Expenses. Total of all expenses incurred2022-12-31$13,121
Total plan assets at end of year2022-12-31$1,910,964
Total plan assets at beginning of year2022-12-31$2,049,645
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$41,286
Other income received2022-12-31$-217,429
Net income (gross income less expenses)2022-12-31$-138,681
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,910,964
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,049,645
Assets. Value of participant loans2022-12-31$45,787
Assets. Value of assets in partnership/joint-venture interests2022-12-31$35,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$32,487
Total contributions received or receivable from employer(s)2022-12-31$50,583
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$13,121
2021 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$289,157
Expenses. Total of all expenses incurred2021-12-31$5,645
Total plan assets at end of year2021-12-31$2,049,645
Total plan assets at beginning of year2021-12-31$1,766,133
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$38,000
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$199,932
Net income (gross income less expenses)2021-12-31$283,512
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,049,645
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,766,133
Assets. Value of participant loans2021-12-31$31,470
Assets. Value of assets in partnership/joint-venture interests2021-12-31$38,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$30,693
Total contributions received or receivable from employer(s)2021-12-31$51,225
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,645
2020 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$150,891
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,766,133
Total plan assets at beginning of year2020-12-31$1,615,242
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$28,000
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$77,416
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$150,891
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,766,133
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,615,242
Assets. Value of participant loans2020-12-31$1,927
Assets. Value of assets in partnership/joint-venture interests2020-12-31$40,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$30,786
Total contributions received or receivable from employer(s)2020-12-31$45,475
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$293,501
Expenses. Total of all expenses incurred2019-12-31$7,844
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,615,242
Total plan assets at beginning of year2019-12-31$1,329,585
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$29,745
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$213,159
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$285,657
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,615,242
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,329,585
Assets. Value of participant loans2019-12-31$3,656
Assets. Value of assets in partnership/joint-venture interests2019-12-31$25,000
Total contributions received or receivable from employer(s)2019-12-31$50,597
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,844
2018 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$28,775
Expenses. Total of all expenses incurred2018-12-31$191,038
Benefits paid (including direct rollovers)2018-12-31$183,533
Total plan assets at end of year2018-12-31$1,329,585
Total plan assets at beginning of year2018-12-31$1,491,848
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$37,907
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-53,411
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-162,263
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,329,585
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,491,848
Assets. Value of participant loans2018-12-31$5,409
Assets. Value of assets in partnership/joint-venture interests2018-12-31$25,000
Total contributions received or receivable from employer(s)2018-12-31$44,279
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,505
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$134,224
Expenses. Total of all expenses incurred2017-12-31$6,071
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,491,848
Total plan assets at beginning of year2017-12-31$1,363,695
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$30,049
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$60,372
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$128,153
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,491,848
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,363,695
Assets. Value of participant loans2017-12-31$8,653
Assets. Value of assets in partnership/joint-venture interests2017-12-31$25,000
Total contributions received or receivable from employer(s)2017-12-31$43,803
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,071
2016 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
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$224,154
Expenses. Total of all expenses incurred2016-12-31$99,987
Benefits paid (including direct rollovers)2016-12-31$95,000
Total plan assets at end of year2016-12-31$1,363,695
Total plan assets at beginning of year2016-12-31$1,239,528
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$45,231
Other income received2016-12-31$130,894
Net income (gross income less expenses)2016-12-31$124,167
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,363,695
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,239,528
Assets. Value of participant loans2016-12-31$13,071
Assets. Value of assets in partnership/joint-venture interests2016-12-31$25,000
Total contributions received or receivable from employer(s)2016-12-31$48,029
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,987
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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$48,797
Expenses. Total of all expenses incurred2015-12-31$354,404
Benefits paid (including direct rollovers)2015-12-31$349,417
Total plan assets at end of year2015-12-31$1,239,528
Total plan assets at beginning of year2015-12-31$1,545,135
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$48,000
Other income received2015-12-31$-43,924
Net income (gross income less expenses)2015-12-31$-305,607
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,239,528
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,545,135
Assets. Value of participant loans2015-12-31$17,624
Assets. Value of assets in partnership/joint-venture interests2015-12-31$25,000
Total contributions received or receivable from employer(s)2015-12-31$44,721
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,987
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
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$122,937
Expenses. Total of all expenses incurred2014-12-31$4,326
Total plan assets at end of year2014-12-31$1,545,135
Total plan assets at beginning of year2014-12-31$1,426,524
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$46,000
Other income received2014-12-31$32,669
Net income (gross income less expenses)2014-12-31$118,611
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,545,135
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,426,524
Assets. Value of participant loans2014-12-31$7,983
Assets. Value of assets in partnership/joint-venture interests2014-12-31$25,000
Total contributions received or receivable from employer(s)2014-12-31$44,268
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,326
2013 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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$216,496
Expenses. Total of all expenses incurred2013-12-31$3,788
Total plan assets at end of year2013-12-31$1,426,524
Total plan assets at beginning of year2013-12-31$1,213,816
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$46,000
Other income received2013-12-31$127,794
Net income (gross income less expenses)2013-12-31$212,708
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,426,524
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,213,816
Assets. Value of participant loans2013-12-31$10,338
Assets. Value of assets in partnership/joint-venture interests2013-12-31$25,000
Total contributions received or receivable from employer(s)2013-12-31$42,702
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,788
2012 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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$155,976
Expenses. Total of all expenses incurred2012-12-31$2,721
Total plan assets at end of year2012-12-31$1,213,816
Total plan assets at beginning of year2012-12-31$1,060,561
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$29,750
Other income received2012-12-31$84,013
Net income (gross income less expenses)2012-12-31$153,255
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,213,816
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,060,561
Assets. Value of participant loans2012-12-31$10,427
Assets. Value of assets in partnership/joint-venture interests2012-12-31$25,000
Total contributions received or receivable from employer(s)2012-12-31$42,213
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,721
2011 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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$19,743
Expenses. Total of all expenses incurred2011-12-31$2,258
Total plan assets at end of year2011-12-31$1,060,561
Total plan assets at beginning of year2011-12-31$1,043,076
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$24,700
Other income received2011-12-31$-46,939
Net income (gross income less expenses)2011-12-31$17,485
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,060,561
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,043,076
Assets. Value of participant loans2011-12-31$23,112
Assets. Value of assets in partnership/joint-venture interests2011-12-31$25,000
Total contributions received or receivable from employer(s)2011-12-31$41,982
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,258
2010 : DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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$155,139
Expenses. Total of all expenses incurred2010-12-31$1,897
Total plan assets at end of year2010-12-31$1,043,076
Total plan assets at beginning of year2010-12-31$889,834
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$34,620
Other income received2010-12-31$78,193
Net income (gross income less expenses)2010-12-31$153,242
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,043,076
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$889,834
Assets. Value of participant loans2010-12-31$32,212
Assets. Value of assets in partnership/joint-venture interests2010-12-31$25,000
Total contributions received or receivable from employer(s)2010-12-31$42,326
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,897

Form 5500 Responses for DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN

2023: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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 filingNo
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: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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: DAVID W. HANDELSMAN, D.D.S, P.A. 401(K) 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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