PARKER, HOOPER, WILSON, PARKER, AND WHITAKER DENTISTRY PARTNERSHIP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST
401k plan membership statisitcs for FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST
Measure | Date | Value |
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2017: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 22 |
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 | 4 |
Total of all active and inactive participants | 2017-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 26 |
Number of participants with account balances | 2017-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 25 |
Number of participants with account balances | 2016-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 21 |
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 | 5 |
Total of all active and inactive participants | 2015-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 26 |
Number of participants with account balances | 2015-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 24 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 25 |
Number of participants with account balances | 2014-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 26 |
Number of participants with account balances | 2013-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 24 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 25 |
Number of participants with account balances | 2012-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 22 |
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 | 4 |
Total of all active and inactive participants | 2011-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 26 |
Number of participants with account balances | 2011-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2017 : FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $208,307 |
Expenses. Total of all expenses incurred | 2017-12-31 | $544,102 |
Benefits paid (including direct rollovers) | 2017-12-31 | $530,649 |
Total plan assets at end of year | 2017-12-31 | $1,208,816 |
Total plan assets at beginning of year | 2017-12-31 | $1,544,611 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Total contributions received or receivable from participants | 2017-12-31 | $53,567 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $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 interests | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
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 | $170,898 |
Expenses. Total of all expenses incurred | 2016-12-31 | $428,913 |
Benefits paid (including direct rollovers) | 2016-12-31 | $413,163 |
Total plan assets at end of year | 2016-12-31 | $1,544,611 |
Total plan assets at beginning of year | 2016-12-31 | $1,802,626 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Total contributions received or receivable from participants | 2016-12-31 | $50,557 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $107,413 |
Noncash contributions received | 2016-12-31 | $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 interests | 2016-12-31 | $1,641 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $12,928 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $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 |
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Transfers to/from the plan | 2015-12-31 | $0 |
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 | $-76,410 |
Expenses. Total of all expenses incurred | 2015-12-31 | $18,768 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $1,802,626 |
Total plan assets at beginning of year | 2015-12-31 | $1,897,804 |
Value of fidelity bond covering the plan | 2015-12-31 | $180,000 |
Total contributions received or receivable from participants | 2015-12-31 | $48,704 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-137,840 |
Noncash contributions received | 2015-12-31 | $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 interests | 2015-12-31 | $37,265 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $12,726 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $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 |
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Transfers to/from the plan | 2014-12-31 | $0 |
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 | $114,924 |
Expenses. Total of all expenses incurred | 2014-12-31 | $17,873 |
Benefits paid (including direct rollovers) | 2014-12-31 | $764 |
Total plan assets at end of year | 2014-12-31 | $1,897,804 |
Total plan assets at beginning of year | 2014-12-31 | $1,800,753 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $56,091 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $39,555 |
Noncash contributions received | 2014-12-31 | $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 interests | 2014-12-31 | $133,460 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $19,278 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $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 |
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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 | $238,916 |
Expenses. Total of all expenses incurred | 2013-12-31 | $19,655 |
Benefits paid (including direct rollovers) | 2013-12-31 | $4,616 |
Total plan assets at end of year | 2013-12-31 | $1,800,753 |
Total plan assets at beginning of year | 2013-12-31 | $1,581,492 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Total contributions received or receivable from participants | 2013-12-31 | $51,660 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $173,418 |
Noncash contributions received | 2013-12-31 | $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 interests | 2013-12-31 | $162,298 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $13,838 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $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 |
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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 | $257,997 |
Expenses. Total of all expenses incurred | 2012-12-31 | $40,956 |
Benefits paid (including direct rollovers) | 2012-12-31 | $28,170 |
Total plan assets at end of year | 2012-12-31 | $1,581,492 |
Total plan assets at beginning of year | 2012-12-31 | $1,364,451 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $106,027 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $139,210 |
Noncash contributions received | 2012-12-31 | $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 interests | 2012-12-31 | $166,853 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $12,760 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $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 |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $16,585 |
Total income from all sources | 2011-12-31 | $149,232 |
Expenses. Total of all expenses incurred | 2011-12-31 | $11,083 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $1,364,451 |
Total plan assets at beginning of year | 2011-12-31 | $1,242,887 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $136,572 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $1,875 |
Noncash contributions received | 2011-12-31 | $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 interests | 2011-12-31 | $164,658 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $10,785 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $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 |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $16,585 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $204,109 |
Expenses. Total of all expenses incurred | 2010-12-31 | $468,800 |
Benefits paid (including direct rollovers) | 2010-12-31 | $458,963 |
Total plan assets at end of year | 2010-12-31 | $1,242,887 |
Total plan assets at beginning of year | 2010-12-31 | $1,490,993 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $103,341 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $88,853 |
Noncash contributions received | 2010-12-31 | $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 interests | 2010-12-31 | $162,022 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $11,915 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $9,837 |
2017: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2017 form 5500 responses |
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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: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2016 form 5500 responses |
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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: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2015 form 5500 responses |
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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: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2014 form 5500 responses |
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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: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2013 form 5500 responses |
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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: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2012 form 5500 responses |
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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: FAMILY DENTISTRY OF NORTHWEST FLORIDA RETIREMENT PLAN & TRUST 2011 form 5500 responses |
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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 |