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THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan NameTHOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN
Plan identification number 001

THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.

401k Sponsoring company profile

THOMAS J. OAKLEY, III, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS J. OAKLEY, III, D.D.S.
Employer identification number (EIN):621211164
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01THOMAS OAKLEY, III, DDS
0012017-01-01THOMAS OAKLEY, III, DDS
0012016-01-01THOMAS OAKLEY, III, DDS
0012015-01-01THOMAS OAKLEY, III, DDS
0012014-01-01THOMAS OAKLEY, III, DDS
0012013-01-01THOMAS OAKLEY, III, DDS
0012012-01-01THOMAS OAKLEY, III, DDS
0012011-01-01THOMAS OAKLEY, III, DDS
0012009-01-01THOMAS J. OAKLEY, III, D.D.S.

Plan Statistics for THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN

401k plan membership statisitcs for THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2018: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2018 : THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$390
Expenses. Total of all expenses incurred2018-12-31$353,494
Benefits paid (including direct rollovers)2018-12-31$351,113
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$353,104
Value of fidelity bond covering the plan2018-12-31$45,000
Other income received2018-12-31$390
Net income (gross income less expenses)2018-12-31$-353,104
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$353,104
Assets. Value of real-estate (other than employer real property)2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,381
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$92,000
2017 : THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$29,566
Expenses. Total of all expenses incurred2017-12-31$3,086
Total plan assets at end of year2017-12-31$353,104
Total plan assets at beginning of year2017-12-31$326,624
Value of fidelity bond covering the plan2017-12-31$45,000
Other income received2017-12-31$29,566
Net income (gross income less expenses)2017-12-31$26,480
Net plan assets at end of year (total assets less liabilities)2017-12-31$353,104
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$326,624
Assets. Value of real-estate (other than employer real property)2017-12-31$92,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,086
2016 : THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$12,798
Expenses. Total of all expenses incurred2016-12-31$2,877
Total plan assets at end of year2016-12-31$326,624
Total plan assets at beginning of year2016-12-31$316,703
Value of fidelity bond covering the plan2016-12-31$45,000
Other income received2016-12-31$12,798
Net income (gross income less expenses)2016-12-31$9,921
Net plan assets at end of year (total assets less liabilities)2016-12-31$326,624
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$316,703
Assets. Value of real-estate (other than employer real property)2016-12-31$90,157
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,877
2015 : THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-1,174
Expenses. Total of all expenses incurred2015-12-31$2,915
Total plan assets at end of year2015-12-31$316,703
Total plan assets at beginning of year2015-12-31$320,792
Value of fidelity bond covering the plan2015-12-31$45,000
Other income received2015-12-31$-1,174
Net income (gross income less expenses)2015-12-31$-4,089
Net plan assets at end of year (total assets less liabilities)2015-12-31$316,703
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$320,792
Assets. Value of real-estate (other than employer real property)2015-12-31$93,037
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,915
2014 : THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$8,992
Expenses. Total of all expenses incurred2014-12-31$2,961
Total plan assets at end of year2014-12-31$320,792
Total plan assets at beginning of year2014-12-31$314,761
Value of fidelity bond covering the plan2014-12-31$45,000
Other income received2014-12-31$8,992
Net income (gross income less expenses)2014-12-31$6,031
Net plan assets at end of year (total assets less liabilities)2014-12-31$320,792
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$314,761
Assets. Value of real-estate (other than employer real property)2014-12-31$93,037
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,961
2013 : THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$-3,182
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$314,761
Total plan assets at beginning of year2013-12-31$317,943
Value of fidelity bond covering the plan2013-12-31$45,000
Other income received2013-12-31$-3,182
Net income (gross income less expenses)2013-12-31$-3,182
Net plan assets at end of year (total assets less liabilities)2013-12-31$314,761
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$317,943
Assets. Value of real-estate (other than employer real property)2013-12-31$95,195
Total contributions received or receivable from employer(s)2013-12-31$0
2012 : THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$-9,330
Expenses. Total of all expenses incurred2012-12-31$2,090
Total plan assets at end of year2012-12-31$317,943
Total plan assets at beginning of year2012-12-31$329,363
Value of fidelity bond covering the plan2012-12-31$450,000
Other income received2012-12-31$-9,330
Net income (gross income less expenses)2012-12-31$-11,420
Net plan assets at end of year (total assets less liabilities)2012-12-31$317,943
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$329,363
Assets. Value of real-estate (other than employer real property)2012-12-31$97,195
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,090
2011 : THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$17,703
Expenses. Total of all expenses incurred2011-12-31$9,663
Benefits paid (including direct rollovers)2011-12-31$6,943
Total plan assets at end of year2011-12-31$329,363
Total plan assets at beginning of year2011-12-31$321,323
Value of fidelity bond covering the plan2011-12-31$450,000
Other income received2011-12-31$17,703
Net income (gross income less expenses)2011-12-31$8,040
Net plan assets at end of year (total assets less liabilities)2011-12-31$329,363
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$321,323
Assets. Value of real-estate (other than employer real property)2011-12-31$108,858
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,720
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$5,410
Expenses. Total of all expenses incurred2010-12-31$3,073
Total plan assets at end of year2010-12-31$321,323
Total plan assets at beginning of year2010-12-31$318,986
Value of fidelity bond covering the plan2010-12-31$450,000
Other income received2010-12-31$5,410
Net income (gross income less expenses)2010-12-31$2,337
Net plan assets at end of year (total assets less liabilities)2010-12-31$321,323
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$318,986
Assets. Value of real-estate (other than employer real property)2010-12-31$108,858
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,073

Form 5500 Responses for THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN

2018: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THOMAS J. OAKLEY, III, D.D.S. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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