RICHARD E PHELAN DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RICHARD E PHELAN DDS PROFIT SHARING PLAN
Measure | Date | Value |
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2019: RICHARD E PHELAN DDS PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: RICHARD E PHELAN DDS PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
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 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: RICHARD E PHELAN DDS PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 8 |
Number of participants with account balances | 2017-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: RICHARD E PHELAN DDS PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
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 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 9 |
Number of participants with account balances | 2016-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: RICHARD E PHELAN DDS PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 9 |
Total participants | 2015-01-01 | 9 |
Number of participants with account balances | 2015-01-01 | 9 |
2014: RICHARD E PHELAN DDS PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 8 |
2013: RICHARD E PHELAN DDS PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Total participants | 2013-01-01 | 10 |
Number of participants with account balances | 2013-01-01 | 10 |
2012: RICHARD E PHELAN DDS PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Total participants | 2012-01-01 | 9 |
Number of participants with account balances | 2012-01-01 | 9 |
2011: RICHARD E PHELAN DDS PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 9 |
Number of participants with account balances | 2011-01-01 | 9 |
2010: RICHARD E PHELAN DDS PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
Total of all active and inactive participants | 2010-01-01 | 9 |
Total participants | 2010-01-01 | 9 |
Number of participants with account balances | 2010-01-01 | 9 |
2009: RICHARD E PHELAN DDS PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Total of all active and inactive participants | 2009-01-01 | 10 |
Total participants | 2009-01-01 | 10 |
Number of participants with account balances | 2009-01-01 | 10 |
Measure | Date | Value |
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2019 : RICHARD E PHELAN DDS PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $137,127 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,669,371 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,662,416 |
Total plan assets at end of year | 2019-12-31 | $0 |
Total plan assets at beginning of year | 2019-12-31 | $1,532,244 |
Value of fidelity bond covering the plan | 2019-12-31 | $175,000 |
Other income received | 2019-12-31 | $137,127 |
Net income (gross income less expenses) | 2019-12-31 | $-1,532,244 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,532,244 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,955 |
2018 : RICHARD E PHELAN DDS PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $57,988 |
Expenses. Total of all expenses incurred | 2018-12-31 | $9,148 |
Benefits paid (including direct rollovers) | 2018-12-31 | $590 |
Total plan assets at end of year | 2018-12-31 | $1,532,244 |
Total plan assets at beginning of year | 2018-12-31 | $1,483,404 |
Value of fidelity bond covering the plan | 2018-12-31 | $175,000 |
Total contributions received or receivable from participants | 2018-12-31 | $73,271 |
Other income received | 2018-12-31 | $-62,535 |
Net income (gross income less expenses) | 2018-12-31 | $48,840 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,532,244 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,483,404 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $47,252 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $8,558 |
2017 : RICHARD E PHELAN DDS PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $228,171 |
Expenses. Total of all expenses incurred | 2017-12-31 | $10,247 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,450 |
Total plan assets at end of year | 2017-12-31 | $1,483,404 |
Total plan assets at beginning of year | 2017-12-31 | $1,265,480 |
Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
Total contributions received or receivable from participants | 2017-12-31 | $64,115 |
Other income received | 2017-12-31 | $117,731 |
Net income (gross income less expenses) | 2017-12-31 | $217,924 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,483,404 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,265,480 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $46,325 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,797 |
2016 : RICHARD E PHELAN DDS PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $72,509 |
Total income from all sources | 2016-12-31 | $186,984 |
Expenses. Total of all expenses incurred | 2016-12-31 | $9,531 |
Benefits paid (including direct rollovers) | 2016-12-31 | $2,236 |
Total plan assets at end of year | 2016-12-31 | $1,265,480 |
Total plan assets at beginning of year | 2016-12-31 | $1,015,518 |
Value of fidelity bond covering the plan | 2016-12-31 | $130,000 |
Total contributions received or receivable from participants | 2016-12-31 | $72,917 |
Other income received | 2016-12-31 | $67,444 |
Net income (gross income less expenses) | 2016-12-31 | $177,453 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,265,480 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,015,518 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $46,623 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,295 |
2015 : RICHARD E PHELAN DDS PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $74,663 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,370 |
Total plan assets at end of year | 2015-12-31 | $1,015,518 |
Total plan assets at beginning of year | 2015-12-31 | $946,225 |
Value of fidelity bond covering the plan | 2015-12-31 | $120,000 |
Total contributions received or receivable from participants | 2015-12-31 | $71,550 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $5,370 |
Other income received | 2015-12-31 | $-11,340 |
Net income (gross income less expenses) | 2015-12-31 | $69,293 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,015,518 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $946,225 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $14,453 |
2014 : RICHARD E PHELAN DDS PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $112,643 |
Expenses. Total of all expenses incurred | 2014-12-31 | $28,529 |
Benefits paid (including direct rollovers) | 2014-12-31 | $20,022 |
Total plan assets at end of year | 2014-12-31 | $946,225 |
Total plan assets at beginning of year | 2014-12-31 | $862,111 |
Value of fidelity bond covering the plan | 2014-12-31 | $120,000 |
Total contributions received or receivable from participants | 2014-12-31 | $69,947 |
Other income received | 2014-12-31 | $29,477 |
Net income (gross income less expenses) | 2014-12-31 | $84,114 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $946,225 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $862,111 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $13,219 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8,507 |
2013 : RICHARD E PHELAN DDS PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $137,196 |
Expenses. Total of all expenses incurred | 2013-12-31 | $6,663 |
Total plan assets at end of year | 2013-12-31 | $862,111 |
Total plan assets at beginning of year | 2013-12-31 | $731,578 |
Value of fidelity bond covering the plan | 2013-12-31 | $90,000 |
Total contributions received or receivable from participants | 2013-12-31 | $67,252 |
Other income received | 2013-12-31 | $57,099 |
Net income (gross income less expenses) | 2013-12-31 | $130,533 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $862,111 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $731,578 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $12,845 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $6,663 |
2012 : RICHARD E PHELAN DDS PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $128,440 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,384 |
Total plan assets at end of year | 2012-12-31 | $731,578 |
Total plan assets at beginning of year | 2012-12-31 | $605,522 |
Value of fidelity bond covering the plan | 2012-12-31 | $90,000 |
Total contributions received or receivable from participants | 2012-12-31 | $48,741 |
Other income received | 2012-12-31 | $68,163 |
Net income (gross income less expenses) | 2012-12-31 | $126,056 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $731,578 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $605,522 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $11,536 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,384 |
2011 : RICHARD E PHELAN DDS PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $42,912 |
Expenses. Total of all expenses incurred | 2011-12-31 | $150 |
Total plan assets at end of year | 2011-12-31 | $605,522 |
Total plan assets at beginning of year | 2011-12-31 | $562,760 |
Value of fidelity bond covering the plan | 2011-12-31 | $90,000 |
Total contributions received or receivable from participants | 2011-12-31 | $48,805 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $150 |
Other income received | 2011-12-31 | $-17,692 |
Net income (gross income less expenses) | 2011-12-31 | $42,762 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $605,522 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $562,760 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $11,799 |
2010 : RICHARD E PHELAN DDS PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $110,639 |
Expenses. Total of all expenses incurred | 2010-12-31 | $4,536 |
Benefits paid (including direct rollovers) | 2010-12-31 | $4,386 |
Total plan assets at end of year | 2010-12-31 | $562,760 |
Total plan assets at beginning of year | 2010-12-31 | $456,657 |
Value of fidelity bond covering the plan | 2010-12-31 | $60,000 |
Total contributions received or receivable from participants | 2010-12-31 | $49,205 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $150 |
Other income received | 2010-12-31 | $48,899 |
Net income (gross income less expenses) | 2010-12-31 | $106,103 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $562,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $456,657 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $12,535 |