401k Plan data: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN plan

DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN
Plan identification number	003

DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

DR. CHARLES V. OLIVER, ORTHODONTIS P.C. has sponsored the creation of one or more 401k plans.

Company Name: DR. CHARLES V. OLIVER, ORTHODONTIS P.C.

Employer identification number (EIN): 630954202

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 CHARLES V. OLIVER
003 2017-01-01 CHARLES V. OLIVER
003 2016-01-01 CHARLES V. OLIVER
003 2015-01-01 CHARLES V. OLIVER
003 2014-01-01 CHARLES V. OLIVER
003 2013-01-01 CHARLES V. OLIVER
003 2012-01-01 CHARLES V. OLIVER CHARLES V. OLIVER 2013-06-12
003 2011-01-01 CHARLES V. OLIVER CHARLES V. OLIVER 2012-05-11
003 2010-01-01 CHARLES V. OLIVER CHARLES V. OLIVER 2011-06-24
003 2009-01-01 CHARLES V. OLIVER CHARLES V. OLIVER 2010-06-10
003 2009-01-01 CHARLES V. OLIVER 2010-06-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	CHARLES V. OLIVER
003	2017-01-01	CHARLES V. OLIVER
003	2016-01-01	CHARLES V. OLIVER
003	2015-01-01	CHARLES V. OLIVER
003	2014-01-01	CHARLES V. OLIVER
003	2013-01-01	CHARLES V. OLIVER
003	2012-01-01	CHARLES V. OLIVER	CHARLES V. OLIVER	2013-06-12
003	2011-01-01	CHARLES V. OLIVER	CHARLES V. OLIVER	2012-05-11
003	2010-01-01	CHARLES V. OLIVER	CHARLES V. OLIVER	2011-06-24
003	2009-01-01	CHARLES V. OLIVER	CHARLES V. OLIVER	2010-06-10
003	2009-01-01		CHARLES V. OLIVER	2010-06-09

Plan Statistics for DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN

Measure Date Value
2023: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
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 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 1
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 1
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 1
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
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 1
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 1
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 1
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2023: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
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	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	1
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	1
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	1
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
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	1
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	1
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	1
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	6

Financial Data on DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$185,863
Expenses. Total of all expenses incurred	2023-12-31	$131,378
Benefits paid (including direct rollovers)	2023-12-31	$116,772
Total plan assets at end of year	2023-12-31	$2,179,354
Total plan assets at beginning of year	2023-12-31	$2,124,869
Other income received	2023-12-31	$185,863
Net income (gross income less expenses)	2023-12-31	$54,485
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,179,354
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,124,869
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$14,606
2022 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-179,699
Expenses. Total of all expenses incurred	2022-12-31	$132,019
Benefits paid (including direct rollovers)	2022-12-31	$116,772
Total plan assets at end of year	2022-12-31	$2,124,869
Total plan assets at beginning of year	2022-12-31	$2,436,587
Other income received	2022-12-31	$-179,699
Net income (gross income less expenses)	2022-12-31	$-311,718
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,124,869
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,436,587
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$15,247
2021 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$260,303
Expenses. Total of all expenses incurred	2021-12-31	$128,945
Benefits paid (including direct rollovers)	2021-12-31	$113,000
Total plan assets at end of year	2021-12-31	$2,436,587
Total plan assets at beginning of year	2021-12-31	$2,305,229
Other income received	2021-12-31	$260,303
Net income (gross income less expenses)	2021-12-31	$131,358
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,436,587
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,305,229
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$15,945
2020 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$140,206
Expenses. Total of all expenses incurred	2020-12-31	$97,734
Benefits paid (including direct rollovers)	2020-12-31	$97,584
Total plan assets at end of year	2020-12-31	$2,305,229
Total plan assets at beginning of year	2020-12-31	$2,262,757
Other income received	2020-12-31	$140,206
Net income (gross income less expenses)	2020-12-31	$42,472
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,305,229
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,262,757
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$150
2019 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$284,502
Expenses. Total of all expenses incurred	2019-12-31	$97,729
Benefits paid (including direct rollovers)	2019-12-31	$97,584
Total plan assets at end of year	2019-12-31	$2,262,757
Total plan assets at beginning of year	2019-12-31	$2,075,984
Other income received	2019-12-31	$284,502
Net income (gross income less expenses)	2019-12-31	$186,773
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,262,757
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,075,984
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$145
2018 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-117,809
Expenses. Total of all expenses incurred	2018-12-31	$97,949
Benefits paid (including direct rollovers)	2018-12-31	$97,584
Total plan assets at end of year	2018-12-31	$2,075,984
Total plan assets at beginning of year	2018-12-31	$2,291,742
Other income received	2018-12-31	$-117,809
Net income (gross income less expenses)	2018-12-31	$-215,758
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,075,984
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,291,742
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$365
2017 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$192,151
Expenses. Total of all expenses incurred	2017-12-31	$97,964
Benefits paid (including direct rollovers)	2017-12-31	$97,884
Total plan assets at end of year	2017-12-31	$2,291,742
Total plan assets at beginning of year	2017-12-31	$2,197,555
Other income received	2017-12-31	$192,151
Net income (gross income less expenses)	2017-12-31	$94,187
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,291,742
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,197,555
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$80
2016 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$119,236
Expenses. Total of all expenses incurred	2016-12-31	$101,304
Benefits paid (including direct rollovers)	2016-12-31	$101,184
Total plan assets at end of year	2016-12-31	$2,197,555
Total plan assets at beginning of year	2016-12-31	$2,179,623
Other income received	2016-12-31	$119,236
Net income (gross income less expenses)	2016-12-31	$17,932
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,197,555
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,179,623
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$120
2015 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-69,243
Expenses. Total of all expenses incurred	2015-12-31	$101,309
Total plan assets at end of year	2015-12-31	$2,179,623
Total plan assets at beginning of year	2015-12-31	$2,350,175
Other income received	2015-12-31	$-69,243
Net income (gross income less expenses)	2015-12-31	$-170,552
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,179,623
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,350,175
Value of certain deemed distributions of participant loans	2015-12-31	$101,184
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$125
2014 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$44,047
Expenses. Total of all expenses incurred	2014-12-31	$101,234
Total plan assets at end of year	2014-12-31	$2,350,175
Total plan assets at beginning of year	2014-12-31	$2,407,362
Other income received	2014-12-31	$44,047
Net income (gross income less expenses)	2014-12-31	$-57,187
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,350,175
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,407,362
Value of certain deemed distributions of participant loans	2014-12-31	$101,184
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50
2013 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$233,884
Expenses. Total of all expenses incurred	2013-12-31	$84,395
Total plan assets at end of year	2013-12-31	$2,407,362
Total plan assets at beginning of year	2013-12-31	$2,257,873
Other income received	2013-12-31	$233,884
Net income (gross income less expenses)	2013-12-31	$149,489
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,407,362
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,257,873
Value of certain deemed distributions of participant loans	2013-12-31	$84,320
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$75
2012 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$168,539
Expenses. Total of all expenses incurred	2012-12-31	$44,686
Total plan assets at end of year	2012-12-31	$2,257,873
Total plan assets at beginning of year	2012-12-31	$2,134,020
Other income received	2012-12-31	$168,539
Net income (gross income less expenses)	2012-12-31	$123,853
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,257,873
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,134,020
Value of certain deemed distributions of participant loans	2012-12-31	$44,586
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$100
2011 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-5,356
Expenses. Total of all expenses incurred	2011-12-31	$76
Total plan assets at end of year	2011-12-31	$2,134,020
Total plan assets at beginning of year	2011-12-31	$2,139,452
Other income received	2011-12-31	$-5,356
Net income (gross income less expenses)	2011-12-31	$-5,432
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,134,020
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,139,452
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$76
2010 : DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$173,085
Expenses. Total of all expenses incurred	2010-12-31	$39,648
Benefits paid (including direct rollovers)	2010-12-31	$39,523
Total plan assets at end of year	2010-12-31	$2,139,452
Total plan assets at beginning of year	2010-12-31	$2,006,015
Other income received	2010-12-31	$173,085
Net income (gross income less expenses)	2010-12-31	$133,437
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,139,452
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,006,015
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$125

Form 5500 Responses for DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN

2023: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DR. CHARLES V. OLIVER, ORTHODONTIST, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DR. CHARLES V. OLIVER, ORTHODONTIS P.C.
Employer identification number (EIN):	630954202
NAIC Classification:	621210
NAIC Description:	Offices of Dentists