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FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameFAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST
Plan identification number 001

FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PARKER, HOOPER, WILSON, PARKER, AND WHITAKER DENTISTRY PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:PARKER, HOOPER, WILSON, PARKER, AND WHITAKER DENTISTRY PARTNERSHIP
Employer identification number (EIN):593741446
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN PARKER, DMD2024-09-05
0012022-01-01BRIAN PARKER, DMD2023-09-06
0012021-01-01BRIAN PARKER, DMD2022-10-12
0012020-01-01BRIAN PARKER2021-06-27
0012019-01-01BRIAN PARKER2020-06-30
0012018-01-01BRIAN PARKER2019-07-10
0012017-01-01BRIAN PARKER
0012016-01-01BRIAN A. PARKER, D.M.D.
0012015-01-01BRIAN A. PARKER, D.M.D.
0012014-01-01STAN M. PARKER, D.M.D.
0012013-01-01STAN M. PARKER, D.M.D.
0012012-01-01STAN M. PARKER, D.M.D.
0012011-01-01STAN M. PARKER, D.M.D.

Plan Statistics for FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST

401k plan membership statisitcs for FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST

Measure Date Value
2017: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0125
Total number of active participants reported on line 7a of the Form 55002017-01-0122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0126
Number of participants with account balances2017-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0126
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0125
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0126
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0126
Number of participants with account balances2015-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0126
Total number of active participants reported on line 7a of the Form 55002014-01-0124
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 participants2014-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0125
Number of participants with account balances2014-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0126
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0126
Number of participants with account balances2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0124
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 participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0126
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST

Measure Date Value
2017 : FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$208,307
Expenses. Total of all expenses incurred2017-12-31$544,102
Benefits paid (including direct rollovers)2017-12-31$530,649
Total plan assets at end of year2017-12-31$1,208,816
Total plan assets at beginning of year2017-12-31$1,544,611
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$53,567
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$141,597
Net income (gross income less expenses)2017-12-31$-335,795
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,208,816
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,544,611
Assets. Value of assets in partnership/joint-venture interests2017-12-31$1,641
Total contributions received or receivable from employer(s)2017-12-31$13,143
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,453
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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$170,898
Expenses. Total of all expenses incurred2016-12-31$428,913
Benefits paid (including direct rollovers)2016-12-31$413,163
Total plan assets at end of year2016-12-31$1,544,611
Total plan assets at beginning of year2016-12-31$1,802,626
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$50,557
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$107,413
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-258,015
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,544,611
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,802,626
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,641
Total contributions received or receivable from employer(s)2016-12-31$12,928
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$15,750
2015 : FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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$0
Total income from all sources2015-12-31$-76,410
Expenses. Total of all expenses incurred2015-12-31$18,768
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,802,626
Total plan assets at beginning of year2015-12-31$1,897,804
Value of fidelity bond covering the plan2015-12-31$180,000
Total contributions received or receivable from participants2015-12-31$48,704
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-137,840
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-95,178
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,802,626
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,897,804
Assets. Value of assets in partnership/joint-venture interests2015-12-31$37,265
Total contributions received or receivable from employer(s)2015-12-31$12,726
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$18,768
2014 : FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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$114,924
Expenses. Total of all expenses incurred2014-12-31$17,873
Benefits paid (including direct rollovers)2014-12-31$764
Total plan assets at end of year2014-12-31$1,897,804
Total plan assets at beginning of year2014-12-31$1,800,753
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$56,091
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$39,555
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$97,051
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,897,804
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,800,753
Assets. Value of assets in partnership/joint-venture interests2014-12-31$133,460
Total contributions received or receivable from employer(s)2014-12-31$19,278
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$17,109
2013 : FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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$238,916
Expenses. Total of all expenses incurred2013-12-31$19,655
Benefits paid (including direct rollovers)2013-12-31$4,616
Total plan assets at end of year2013-12-31$1,800,753
Total plan assets at beginning of year2013-12-31$1,581,492
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$51,660
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$173,418
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$219,261
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,800,753
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,581,492
Assets. Value of assets in partnership/joint-venture interests2013-12-31$162,298
Total contributions received or receivable from employer(s)2013-12-31$13,838
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$15,039
2012 : FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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$257,997
Expenses. Total of all expenses incurred2012-12-31$40,956
Benefits paid (including direct rollovers)2012-12-31$28,170
Total plan assets at end of year2012-12-31$1,581,492
Total plan assets at beginning of year2012-12-31$1,364,451
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$106,027
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$139,210
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$217,041
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,581,492
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,364,451
Assets. Value of assets in partnership/joint-venture interests2012-12-31$166,853
Total contributions received or receivable from employer(s)2012-12-31$12,760
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$12,786
2011 : FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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$16,585
Total income from all sources2011-12-31$149,232
Expenses. Total of all expenses incurred2011-12-31$11,083
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,364,451
Total plan assets at beginning of year2011-12-31$1,242,887
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$136,572
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$1,875
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$138,149
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,364,451
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,226,302
Assets. Value of assets in partnership/joint-venture interests2011-12-31$164,658
Total contributions received or receivable from employer(s)2011-12-31$10,785
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$11,083
2010 : FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$16,585
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$204,109
Expenses. Total of all expenses incurred2010-12-31$468,800
Benefits paid (including direct rollovers)2010-12-31$458,963
Total plan assets at end of year2010-12-31$1,242,887
Total plan assets at beginning of year2010-12-31$1,490,993
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$103,341
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$88,853
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-264,691
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,226,302
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,490,993
Assets. Value of assets in partnership/joint-venture interests2010-12-31$162,022
Total contributions received or receivable from employer(s)2010-12-31$11,915
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$9,837

Form 5500 Responses for FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST

2017: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 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

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