401k Plan data: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST plan

ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST
Plan identification number	001

ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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 A. SHARP, DMD, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT A. SHARP, DMD, P.A.

Employer identification number (EIN): 592673217

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT A. SHARP, DMD ROBERT A. SHARP, DMD 2018-10-04
001 2016-01-01 ROBERT A. SHARP, DMD ROBERT A. SHARP, DMD 2017-10-16
001 2015-01-01 ROBERT A. SHARP, DMD ROBERT A. SHARP, DMD 2016-10-05
001 2014-01-01 ROBERT A. SHARP, DMD ROBERT A. SHARP, DMD 2015-10-05
001 2013-01-01 ROBERT A. SHARP, DMD ROBERT A. SHARP, DMD 2014-09-30
001 2012-01-01 ROBERT A. SHARP, DMD ROBERT A. SHARP, DMD 2013-10-02
001 2011-01-01 ROBERT A. SHARP, DMD ROBERT A. SHARP, DMD 2012-09-21
001 2009-01-01 ROBERT A. SHARP, DMD ROBERT A. SHARP, DMD 2010-09-10

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBERT A. SHARP, DMD	ROBERT A. SHARP, DMD	2018-10-04
001	2016-01-01	ROBERT A. SHARP, DMD	ROBERT A. SHARP, DMD	2017-10-16
001	2015-01-01	ROBERT A. SHARP, DMD	ROBERT A. SHARP, DMD	2016-10-05
001	2014-01-01	ROBERT A. SHARP, DMD	ROBERT A. SHARP, DMD	2015-10-05
001	2013-01-01	ROBERT A. SHARP, DMD	ROBERT A. SHARP, DMD	2014-09-30
001	2012-01-01	ROBERT A. SHARP, DMD	ROBERT A. SHARP, DMD	2013-10-02
001	2011-01-01	ROBERT A. SHARP, DMD	ROBERT A. SHARP, DMD	2012-09-21
001	2009-01-01	ROBERT A. SHARP, DMD	ROBERT A. SHARP, DMD	2010-09-10

Plan Statistics for ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
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 2
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 2
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 2
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 2
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 2
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 2
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 2
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
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	2
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	2
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	2
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	2
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	2
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	2
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	2
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2023 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-06-30	$0
Total plan liabilities at beginning of year	2023-06-30	$0
Total income from all sources	2023-06-30	$70,765
Expenses. Total of all expenses incurred	2023-06-30	$1,613,279
Benefits paid (including direct rollovers)	2023-06-30	$1,613,279
Total plan assets at end of year	2023-06-30	$0
Total plan assets at beginning of year	2023-06-30	$1,542,514
Value of fidelity bond covering the plan	2023-06-30	$190,000
Other income received	2023-06-30	$70,765
Net income (gross income less expenses)	2023-06-30	$-1,542,514
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$1,542,514
2022 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-243,537
Expenses. Total of all expenses incurred	2022-12-31	$118,466
Benefits paid (including direct rollovers)	2022-12-31	$101,133
Total plan assets at end of year	2022-12-31	$1,542,514
Total plan assets at beginning of year	2022-12-31	$1,904,517
Value of fidelity bond covering the plan	2022-12-31	$190,000
Other income received	2022-12-31	$-243,537
Net income (gross income less expenses)	2022-12-31	$-362,003
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,542,514
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,904,517
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$17,333
2021 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$73,198
Expenses. Total of all expenses incurred	2021-12-31	$17,611
Total plan assets at end of year	2021-12-31	$1,904,517
Total plan assets at beginning of year	2021-12-31	$1,848,930
Value of fidelity bond covering the plan	2021-12-31	$190,000
Other income received	2021-12-31	$53,198
Net income (gross income less expenses)	2021-12-31	$55,587
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,904,517
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,848,930
Total contributions received or receivable from employer(s)	2021-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$17,611
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$303,958
Expenses. Total of all expenses incurred	2020-12-31	$12,916
Total plan assets at end of year	2020-12-31	$1,848,930
Total plan assets at beginning of year	2020-12-31	$1,557,888
Value of fidelity bond covering the plan	2020-12-31	$150,000
Other income received	2020-12-31	$263,875
Net income (gross income less expenses)	2020-12-31	$291,042
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,848,930
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,557,888
Total contributions received or receivable from employer(s)	2020-12-31	$40,083
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$12,916
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$277,560
Expenses. Total of all expenses incurred	2019-12-31	$57,337
Benefits paid (including direct rollovers)	2019-12-31	$40,107
Total plan assets at end of year	2019-12-31	$1,557,888
Total plan assets at beginning of year	2019-12-31	$1,337,665
Value of fidelity bond covering the plan	2019-12-31	$120,000
Other income received	2019-12-31	$243,941
Net income (gross income less expenses)	2019-12-31	$220,223
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,557,888
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,337,665
Total contributions received or receivable from employer(s)	2019-12-31	$33,619
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$17,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-50,853
Expenses. Total of all expenses incurred	2018-12-31	$98,000
Benefits paid (including direct rollovers)	2018-12-31	$80,427
Total plan assets at end of year	2018-12-31	$1,337,665
Total plan assets at beginning of year	2018-12-31	$1,486,518
Value of fidelity bond covering the plan	2018-12-31	$120,000
Other income received	2018-12-31	$-88,836
Net income (gross income less expenses)	2018-12-31	$-148,853
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,337,665
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,486,518
Total contributions received or receivable from employer(s)	2018-12-31	$37,983
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$17,573
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$224,528
Expenses. Total of all expenses incurred	2017-12-31	$16,068
Total plan assets at end of year	2017-12-31	$1,486,518
Total plan assets at beginning of year	2017-12-31	$1,278,058
Value of fidelity bond covering the plan	2017-12-31	$75,000
Other income received	2017-12-31	$184,950
Net income (gross income less expenses)	2017-12-31	$208,460
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,486,518
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,278,058
Total contributions received or receivable from employer(s)	2017-12-31	$39,578
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$16,068
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$119,572
Expenses. Total of all expenses incurred	2016-12-31	$14,309
Total plan assets at end of year	2016-12-31	$1,278,058
Total plan assets at beginning of year	2016-12-31	$1,172,795
Value of fidelity bond covering the plan	2016-12-31	$75,000
Other income received	2016-12-31	$80,382
Net income (gross income less expenses)	2016-12-31	$105,263
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,278,058
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,172,795
Total contributions received or receivable from employer(s)	2016-12-31	$39,190
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$14,309
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$303
Expenses. Total of all expenses incurred	2015-12-31	$14,341
Total plan assets at end of year	2015-12-31	$1,172,795
Total plan assets at beginning of year	2015-12-31	$1,186,833
Value of fidelity bond covering the plan	2015-12-31	$75,000
Other income received	2015-12-31	$-42,296
Net income (gross income less expenses)	2015-12-31	$-14,038
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,172,795
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,186,833
Total contributions received or receivable from employer(s)	2015-12-31	$42,599
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,341
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$93,791
Expenses. Total of all expenses incurred	2014-12-31	$13,416
Total plan assets at end of year	2014-12-31	$1,186,833
Total plan assets at beginning of year	2014-12-31	$1,106,458
Value of fidelity bond covering the plan	2014-12-31	$75,000
Other income received	2014-12-31	$37,861
Net income (gross income less expenses)	2014-12-31	$80,375
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,186,833
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,106,458
Total contributions received or receivable from employer(s)	2014-12-31	$55,930
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$199,233
Expenses. Total of all expenses incurred	2013-12-31	$11,686
Total plan assets at end of year	2013-12-31	$1,106,458
Total plan assets at beginning of year	2013-12-31	$918,911
Value of fidelity bond covering the plan	2013-12-31	$75,000
Other income received	2013-12-31	$154,890
Net income (gross income less expenses)	2013-12-31	$187,547
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,106,458
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$918,911
Total contributions received or receivable from employer(s)	2013-12-31	$44,343
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$11,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$144,971
Expenses. Total of all expenses incurred	2012-12-31	$9,729
Total plan assets at end of year	2012-12-31	$918,911
Total plan assets at beginning of year	2012-12-31	$783,669
Value of fidelity bond covering the plan	2012-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$9,729
Other income received	2012-12-31	$99,230
Net income (gross income less expenses)	2012-12-31	$135,242
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$918,911
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$783,669
Total contributions received or receivable from employer(s)	2012-12-31	$45,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$45,836
Expenses. Total of all expenses incurred	2011-12-31	$8,892
Total plan assets at end of year	2011-12-31	$783,669
Total plan assets at beginning of year	2011-12-31	$746,725
Value of fidelity bond covering the plan	2011-12-31	$75,000
Other income received	2011-12-31	$4,851
Net income (gross income less expenses)	2011-12-31	$36,944
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$783,669
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$746,725
Total contributions received or receivable from employer(s)	2011-12-31	$40,985
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,892
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$129,368
Expenses. Total of all expenses incurred	2010-12-31	$8,773
Benefits paid (including direct rollovers)	2010-12-31	$1,340
Total plan assets at end of year	2010-12-31	$746,725
Total plan assets at beginning of year	2010-12-31	$626,130
Value of fidelity bond covering the plan	2010-12-31	$75,000
Other income received	2010-12-31	$88,361
Net income (gross income less expenses)	2010-12-31	$120,595
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$746,725
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$626,130
Total contributions received or receivable from employer(s)	2010-12-31	$41,007
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST

2023: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 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	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 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: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 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: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 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: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 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: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 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: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 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
2009: ROBERT A. SHARP, DMD, P.A. PROFIT SHARING PLAN & TRUST 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:	ROBERT A. SHARP, DMD, P.A.
Employer identification number (EIN):	592673217
NAIC Classification:	621210
NAIC Description:	Offices of Dentists