401k Plan data: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN plan

THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 401k Plan overview

Plan Name	THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN
Plan identification number	001

THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 F. GERRETS, JR, DMD, P.A. has sponsored the creation of one or more 401k plans.

Company Name: THOMAS F. GERRETS, JR, DMD, P.A.

Employer identification number (EIN): 640916660

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01 THOMAS F. GERRETS, JR. 2022-08-18
001 2019-01-01
001 2018-01-01
001 2017-01-01 THOMAS F. GERRETS, JR.
001 2016-01-01
001 2015-01-01
001 2014-01-01 THOMAS GERRETS THOMAS GERRETS 2015-01-22
001 2013-01-01 THOMAS GERRETS THOMAS GERRETS 2014-04-02
001 2012-01-01 THOMAS GERRETS THOMAS GERRETS 2014-04-02
001 2011-01-01 THOMAS GERRETS THOMAS GERRETS 2014-04-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01	THOMAS F. GERRETS, JR.	2022-08-18
001	2019-01-01
001	2018-01-01
001	2017-01-01	THOMAS F. GERRETS, JR.
001	2016-01-01
001	2015-01-01
001	2014-01-01	THOMAS GERRETS		THOMAS GERRETS	2015-01-22
001	2013-01-01	THOMAS GERRETS		THOMAS GERRETS	2014-04-02
001	2012-01-01	THOMAS GERRETS		THOMAS GERRETS	2014-04-02
001	2011-01-01	THOMAS GERRETS		THOMAS GERRETS	2014-04-02

Plan Statistics for THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN

401k plan membership statisitcs for THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN

Measure Date Value
2020: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
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 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
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 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
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 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2020: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
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	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
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	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
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	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN

Measure	Date	Value
2020 : THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$171
Total income from all sources	2020-12-31	$168,183
Expenses. Total of all expenses incurred	2020-12-31	$97,378
Benefits paid (including direct rollovers)	2020-12-31	$93,459
Total plan assets at end of year	2020-12-31	$871,062
Total plan assets at beginning of year	2020-12-31	$800,257
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$19,802
Other income received	2020-12-31	$142,534
Net income (gross income less expenses)	2020-12-31	$70,805
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$871,062
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$800,257
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$438,080
Total contributions received or receivable from employer(s)	2020-12-31	$5,847
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,919
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$124,542
Expenses. Total of all expenses incurred	2019-12-31	$24,095
Benefits paid (including direct rollovers)	2019-12-31	$20,000
Total plan assets at end of year	2019-12-31	$800,257
Total plan assets at beginning of year	2019-12-31	$699,810
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$23,110
Other income received	2019-12-31	$93,476
Net income (gross income less expenses)	2019-12-31	$100,447
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$800,257
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$699,810
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$328,560
Total contributions received or receivable from employer(s)	2019-12-31	$7,956
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,095
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$2,105
Expenses. Total of all expenses incurred	2018-12-31	$3,824
Benefits paid (including direct rollovers)	2018-12-31	$12
Total plan assets at end of year	2018-12-31	$699,810
Total plan assets at beginning of year	2018-12-31	$701,529
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$23,000
Other income received	2018-12-31	$-29,117
Net income (gross income less expenses)	2018-12-31	$-1,719
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$699,810
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$701,529
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$328,560
Total contributions received or receivable from employer(s)	2018-12-31	$8,222
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$384
Total income from all sources	2017-12-31	$106,816
Expenses. Total of all expenses incurred	2017-12-31	$139,334
Benefits paid (including direct rollovers)	2017-12-31	$135,283
Total plan assets at end of year	2017-12-31	$701,529
Total plan assets at beginning of year	2017-12-31	$734,431
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$26,151
Other income received	2017-12-31	$71,177
Net income (gross income less expenses)	2017-12-31	$-32,518
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$701,529
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$734,047
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$328,560
Total contributions received or receivable from employer(s)	2017-12-31	$9,488
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,051
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$384
Total income from all sources	2016-12-31	$67,735
Expenses. Total of all expenses incurred	2016-12-31	$2,906
Total plan assets at end of year	2016-12-31	$734,431
Total plan assets at beginning of year	2016-12-31	$669,218
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$23,910
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	$36,015
Net income (gross income less expenses)	2016-12-31	$64,829
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$734,047
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$669,218
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$328,560
Total contributions received or receivable from employer(s)	2016-12-31	$7,810
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,906
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$236,399
Expenses. Total of all expenses incurred	2015-12-31	$297,237
Benefits paid (including direct rollovers)	2015-12-31	$292,752
Total plan assets at end of year	2015-12-31	$669,218
Total plan assets at beginning of year	2015-12-31	$730,056
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$27,850
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	$200,464
Net income (gross income less expenses)	2015-12-31	$-60,838
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$669,218
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$730,056
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$328,560
Total contributions received or receivable from employer(s)	2015-12-31	$8,085
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,485
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-119,102
Expenses. Total of all expenses incurred	2014-12-31	$5,760
Benefits paid (including direct rollovers)	2014-12-31	$1,256
Total plan assets at end of year	2014-12-31	$730,056
Total plan assets at beginning of year	2014-12-31	$854,918
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$43,748
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-172,381
Net income (gross income less expenses)	2014-12-31	$-124,862
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$730,056
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$854,918
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$138,868
Total contributions received or receivable from employer(s)	2014-12-31	$9,531
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$368,978
Expenses. Total of all expenses incurred	2013-12-31	$223,007
Benefits paid (including direct rollovers)	2013-12-31	$217,431
Total plan assets at end of year	2013-12-31	$854,918
Total plan assets at beginning of year	2013-12-31	$708,947
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$58,329
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$300,518
Net income (gross income less expenses)	2013-12-31	$145,971
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$854,918
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$708,947
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$358,324
Total contributions received or receivable from employer(s)	2013-12-31	$10,131
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,576
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$175,513
Expenses. Total of all expenses incurred	2012-12-31	$4,579
Total plan assets at end of year	2012-12-31	$708,947
Total plan assets at beginning of year	2012-12-31	$538,013
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$59,598
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$21,215
Other income received	2012-12-31	$84,074
Net income (gross income less expenses)	2012-12-31	$170,934
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$708,947
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$538,013
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$147,846
Total contributions received or receivable from employer(s)	2012-12-31	$10,626
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,579
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$62,739
Expenses. Total of all expenses incurred	2011-12-31	$9,709
Benefits paid (including direct rollovers)	2011-12-31	$5,711
Total plan assets at end of year	2011-12-31	$538,013
Total plan assets at beginning of year	2011-12-31	$484,983
Value of fidelity bond covering the plan	2011-12-31	$110,000
Total contributions received or receivable from participants	2011-12-31	$59,523
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-7,091
Net income (gross income less expenses)	2011-12-31	$53,030
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$538,013
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$484,983
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$108,847
Total contributions received or receivable from employer(s)	2011-12-31	$10,307
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,998
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$120,689
Expenses. Total of all expenses incurred	2010-12-31	$3,675
Total plan assets at end of year	2010-12-31	$484,983
Total plan assets at beginning of year	2010-12-31	$367,969
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$57,940
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$52,274
Net income (gross income less expenses)	2010-12-31	$117,014
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$484,983
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$367,969
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$5,280
Total contributions received or receivable from employer(s)	2010-12-31	$10,475
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN

2020: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: THOMAS F. GERRETS, JR, DMD, P.A. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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

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Company Name:	THOMAS F. GERRETS, JR, DMD, P.A.
Employer identification number (EIN):	640916660
NAIC Classification:	621210
NAIC Description:	Offices of Dentists