THOMAS E WESTBROOK JR DDS PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN
401k plan membership statisitcs for THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN
Measure | Date | Value |
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2018: THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
Total of all active and inactive participants | 2018-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 0 |
Number of participants with account balances | 2018-10-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
2017: THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
Total of all active and inactive participants | 2017-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 7 |
Number of participants with account balances | 2017-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
2016: THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
Total of all active and inactive participants | 2016-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 7 |
Number of participants with account balances | 2016-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
2015: THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
Total of all active and inactive participants | 2015-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 7 |
Number of participants with account balances | 2015-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
2014: THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
Total of all active and inactive participants | 2014-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 7 |
Number of participants with account balances | 2014-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 0 |
Total of all active and inactive participants | 2013-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 7 |
Number of participants with account balances | 2013-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 0 |
Total of all active and inactive participants | 2012-10-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 8 |
Number of participants with account balances | 2012-10-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
Total of all active and inactive participants | 2011-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 7 |
Number of participants with account balances | 2011-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2009: THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
Total of all active and inactive participants | 2009-10-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 8 |
Number of participants with account balances | 2009-10-01 | 8 |
Measure | Date | Value |
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2019 : THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2019 401k financial data |
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Total plan liabilities at beginning of year | 2019-09-30 | $1,151 |
Total income from all sources | 2019-09-30 | $-17,275 |
Expenses. Total of all expenses incurred | 2019-09-30 | $1,527,908 |
Benefits paid (including direct rollovers) | 2019-09-30 | $1,522,573 |
Total plan assets at end of year | 2019-09-30 | $0 |
Total plan assets at beginning of year | 2019-09-30 | $1,546,334 |
Value of fidelity bond covering the plan | 2019-09-30 | $160,000 |
Other income received | 2019-09-30 | $-17,275 |
Net income (gross income less expenses) | 2019-09-30 | $-1,545,183 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $1,545,183 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $5,335 |
2018 : THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-09-30 | $1,151 |
Total plan liabilities at beginning of year | 2018-09-30 | $1,151 |
Total income from all sources | 2018-09-30 | $89,160 |
Expenses. Total of all expenses incurred | 2018-09-30 | $10,736 |
Total plan assets at end of year | 2018-09-30 | $1,546,334 |
Total plan assets at beginning of year | 2018-09-30 | $1,467,910 |
Value of fidelity bond covering the plan | 2018-09-30 | $160,000 |
Total contributions received or receivable from participants | 2018-09-30 | $3,550 |
Other income received | 2018-09-30 | $83,319 |
Net income (gross income less expenses) | 2018-09-30 | $78,424 |
Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $1,545,183 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $1,466,759 |
Total contributions received or receivable from employer(s) | 2018-09-30 | $2,291 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-09-30 | $10,736 |
2017 : THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-09-30 | $1,151 |
Total plan liabilities at beginning of year | 2017-09-30 | $2,280 |
Total income from all sources | 2017-09-30 | $105,588 |
Expenses. Total of all expenses incurred | 2017-09-30 | $11,911 |
Total plan assets at end of year | 2017-09-30 | $1,467,910 |
Total plan assets at beginning of year | 2017-09-30 | $1,375,362 |
Value of fidelity bond covering the plan | 2017-09-30 | $130,000 |
Total contributions received or receivable from participants | 2017-09-30 | $3,250 |
Other income received | 2017-09-30 | $100,028 |
Net income (gross income less expenses) | 2017-09-30 | $93,677 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $1,466,759 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $1,373,082 |
Total contributions received or receivable from employer(s) | 2017-09-30 | $2,310 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $11,911 |
2016 : THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-09-30 | $2,280 |
Total plan liabilities at beginning of year | 2016-09-30 | $2,280 |
Total income from all sources | 2016-09-30 | $89,663 |
Expenses. Total of all expenses incurred | 2016-09-30 | $7,760 |
Total plan assets at end of year | 2016-09-30 | $1,375,362 |
Total plan assets at beginning of year | 2016-09-30 | $1,293,459 |
Value of fidelity bond covering the plan | 2016-09-30 | $130,000 |
Total contributions received or receivable from participants | 2016-09-30 | $4,150 |
Other income received | 2016-09-30 | $83,129 |
Net income (gross income less expenses) | 2016-09-30 | $81,903 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $1,373,082 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,291,179 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $2,384 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $7,760 |
2015 : THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-09-30 | $2,280 |
Total plan liabilities at beginning of year | 2015-09-30 | $2,280 |
Total income from all sources | 2015-09-30 | $37,366 |
Expenses. Total of all expenses incurred | 2015-09-30 | $11,667 |
Total plan assets at end of year | 2015-09-30 | $1,293,459 |
Total plan assets at beginning of year | 2015-09-30 | $1,267,760 |
Value of fidelity bond covering the plan | 2015-09-30 | $120,000 |
Total contributions received or receivable from participants | 2015-09-30 | $45,695 |
Other income received | 2015-09-30 | $-22,574 |
Net income (gross income less expenses) | 2015-09-30 | $25,699 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,291,179 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,265,480 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $14,245 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $11,667 |
2014 : THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-09-30 | $2,280 |
Total plan liabilities at beginning of year | 2014-09-30 | $2,280 |
Total income from all sources | 2014-09-30 | $135,199 |
Expenses. Total of all expenses incurred | 2014-09-30 | $15,373 |
Benefits paid (including direct rollovers) | 2014-09-30 | $4,696 |
Total plan assets at end of year | 2014-09-30 | $1,267,760 |
Total plan assets at beginning of year | 2014-09-30 | $1,147,934 |
Value of fidelity bond covering the plan | 2014-09-30 | $120,000 |
Other income received | 2014-09-30 | $85,199 |
Net income (gross income less expenses) | 2014-09-30 | $119,826 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $1,265,480 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $1,145,654 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $50,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $10,677 |
2013 : THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-09-30 | $2,280 |
Total plan liabilities at beginning of year | 2013-09-30 | $2,280 |
Total income from all sources | 2013-09-30 | $91,704 |
Expenses. Total of all expenses incurred | 2013-09-30 | $9,865 |
Total plan assets at end of year | 2013-09-30 | $1,147,934 |
Total plan assets at beginning of year | 2013-09-30 | $1,066,095 |
Value of fidelity bond covering the plan | 2013-09-30 | $120,000 |
Other income received | 2013-09-30 | $77,120 |
Net income (gross income less expenses) | 2013-09-30 | $81,839 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $1,145,654 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,063,815 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $14,584 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $9,865 |
2012 : THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-09-30 | $2,280 |
Total plan liabilities at beginning of year | 2012-09-30 | $2,280 |
Total income from all sources | 2012-09-30 | $143,046 |
Expenses. Total of all expenses incurred | 2012-09-30 | $222,341 |
Benefits paid (including direct rollovers) | 2012-09-30 | $213,420 |
Total plan assets at end of year | 2012-09-30 | $1,066,095 |
Total plan assets at beginning of year | 2012-09-30 | $1,145,390 |
Value of fidelity bond covering the plan | 2012-09-30 | $115,000 |
Other income received | 2012-09-30 | $131,211 |
Net income (gross income less expenses) | 2012-09-30 | $-79,295 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,063,815 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $1,143,110 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $11,835 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $8,921 |
2011 : THOMAS E WESTBROOK JR DDS PA PROFIT SHARING & EMPLOYEES SAVINGS PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-09-30 | $2,280 |
Total plan liabilities at beginning of year | 2011-09-30 | $2,280 |
Total income from all sources | 2011-09-30 | $10,386 |
Expenses. Total of all expenses incurred | 2011-09-30 | $8,035 |
Total plan assets at end of year | 2011-09-30 | $1,145,390 |
Total plan assets at beginning of year | 2011-09-30 | $1,143,039 |
Value of fidelity bond covering the plan | 2011-09-30 | $115,000 |
Total contributions received or receivable from participants | 2011-09-30 | $12,296 |
Other income received | 2011-09-30 | $-15,822 |
Net income (gross income less expenses) | 2011-09-30 | $2,351 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,143,110 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,140,759 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $13,912 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $8,035 |