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ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN
Plan identification number 001

ROBERT D. FOLLWEILER, D.D.S., P.A. 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
  • 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.
  • 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

ROBERT D. FOLLWEILER, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT D. FOLLWEILER, D.D.S., P.A.
Employer identification number (EIN):591936354
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about ROBERT D. FOLLWEILER, D.D.S., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1973-03-01
Company Identification Number: 604183
Legal Registered Office Address: 15541 Old Wedgewood Court

Fort myers

33908

More information about ROBERT D. FOLLWEILER, D.D.S., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01ROBERT D. FOLLWEILER, D.D.S.
0012015-01-01ROBERT D. FOLLWEILER, D.D.S.
0012014-01-01ROBERT D. FOLLWEILER, D.D.S.
0012013-01-01ROBERT D. FOLLWEILER, D.D.S.
0012012-01-01ROBERT D. FOLLWEILER, D.D.S.
0012011-01-01ROBERT D. FOLLWEILER, D.D.S.
0012009-01-01ROBERT D. FOLLWEILER, D.D.S.
0012009-01-01ROBERT D. FOLLWEILER, D.D.S.
0012009-01-01ROBERT D. FOLLWEILER, D.D.S.

Plan Statistics for ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN

Measure Date Value
2016: ROBERT D. FOLLWEILER, D.D.S., P.A. 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 55002016-01-012
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 participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
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: ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
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 benefits2014-01-012
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
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 participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
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 benefits2012-01-011
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
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 participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN

Measure Date Value
2016 : ROBERT D. FOLLWEILER, D.D.S., P.A. 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$126,270
Expenses. Total of all expenses incurred2016-12-31$87,644
Benefits paid (including direct rollovers)2016-12-31$64,869
Total plan assets at end of year2016-12-31$2,691,332
Total plan assets at beginning of year2016-12-31$2,652,706
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$9,000
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$106,270
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$38,626
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,691,332
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,652,706
Assets. Value of assets in partnership/joint-venture interests2016-12-31$2,438
Total contributions received or receivable from employer(s)2016-12-31$11,000
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$22,775
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-103,177
Expenses. Total of all expenses incurred2015-12-31$28,811
Benefits paid (including direct rollovers)2015-12-31$2,002
Total plan assets at end of year2015-12-31$2,652,706
Total plan assets at beginning of year2015-12-31$2,784,694
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$48,175
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-188,983
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-131,988
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,652,706
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,784,694
Assets. Value of assets in partnership/joint-venture interests2015-12-31$55,365
Total contributions received or receivable from employer(s)2015-12-31$37,631
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$26,809
2014 : ROBERT D. FOLLWEILER, D.D.S., P.A. 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$143,143
Expenses. Total of all expenses incurred2014-12-31$145,178
Benefits paid (including direct rollovers)2014-12-31$119,440
Total plan assets at end of year2014-12-31$2,784,694
Total plan assets at beginning of year2014-12-31$2,786,729
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$51,550
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$49,629
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-2,035
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,784,694
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,786,729
Assets. Value of assets in partnership/joint-venture interests2014-12-31$198,283
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$150
Total contributions received or receivable from employer(s)2014-12-31$41,964
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$25,738
2013 : ROBERT D. FOLLWEILER, D.D.S., P.A. 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$82,369
Expenses. Total of all expenses incurred2013-12-31$26,764
Benefits paid (including direct rollovers)2013-12-31$2,242
Total plan assets at end of year2013-12-31$2,786,729
Total plan assets at beginning of year2013-12-31$2,731,124
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$8,900
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$68,214
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$55,605
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,786,729
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,731,124
Assets. Value of assets in partnership/joint-venture interests2013-12-31$241,128
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$1,866
Total contributions received or receivable from employer(s)2013-12-31$5,255
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$24,522
2012 : ROBERT D. FOLLWEILER, D.D.S., P.A. 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$224,534
Expenses. Total of all expenses incurred2012-12-31$22,906
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,731,124
Total plan assets at beginning of year2012-12-31$2,529,496
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$4,050
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$203,484
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$201,628
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,731,124
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,529,496
Assets. Value of assets in partnership/joint-venture interests2012-12-31$247,895
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$2,167
Total contributions received or receivable from employer(s)2012-12-31$17,000
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$22,906
2011 : ROBERT D. FOLLWEILER, D.D.S., P.A. 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$0
Total income from all sources2011-12-31$103,196
Expenses. Total of all expenses incurred2011-12-31$73,408
Benefits paid (including direct rollovers)2011-12-31$51,868
Total plan assets at end of year2011-12-31$2,529,496
Total plan assets at beginning of year2011-12-31$2,499,708
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$46,650
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$15,168
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$29,788
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,529,496
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,499,708
Assets. Value of assets in partnership/joint-venture interests2011-12-31$244,635
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$1,558
Total contributions received or receivable from employer(s)2011-12-31$41,378
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$21,540
2010 : ROBERT D. FOLLWEILER, D.D.S., P.A. 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$239,868
Expenses. Total of all expenses incurred2010-12-31$35,293
Benefits paid (including direct rollovers)2010-12-31$14,752
Total plan assets at end of year2010-12-31$2,499,708
Total plan assets at beginning of year2010-12-31$2,295,133
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$47,450
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$152,284
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$204,575
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,499,708
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,295,133
Assets. Value of assets in partnership/joint-venture interests2010-12-31$240,717
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$1,770
Total contributions received or receivable from employer(s)2010-12-31$40,134
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$20,541

Form 5500 Responses for ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN

2016: ROBERT D. FOLLWEILER, D.D.S., P.A. 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: ROBERT D. FOLLWEILER, D.D.S., P.A. 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: ROBERT D. FOLLWEILER, D.D.S., P.A. 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: ROBERT D. FOLLWEILER, D.D.S., P.A. 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: ROBERT D. FOLLWEILER, D.D.S., P.A. 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: ROBERT D. FOLLWEILER, D.D.S., P.A. 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: ROBERT D. FOLLWEILER, D.D.S., P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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