401k Plan data: PAUL CURTIS DMD KEOGH PROFIT SHARING plan

PAUL CURTIS DMD KEOGH PROFIT SHARING 401k Plan overview

Plan Name	PAUL CURTIS DMD KEOGH PROFIT SHARING
Plan identification number	001

PAUL CURTIS DMD KEOGH PROFIT SHARING Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DR. PAUL CURTIS has sponsored the creation of one or more 401k plans.

Company Name: DR. PAUL CURTIS

Employer identification number (EIN): 710738627

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL CURTIS DMD KEOGH PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PAUL CURTIS 2024-03-29
001 2022-01-01 PAUL CURTIS 2023-03-09
001 2021-01-01 PAUL CURTIS 2022-06-24 PAUL CURTIS 2022-06-24
001 2020-01-01 PAUL CURTIS 2021-05-02
001 2019-01-01 PAUL CURTIS 2020-04-06 PAUL CURTIS 2020-04-06
001 2018-01-01 PAUL CURTIS 2019-04-26 PAUL CURTIS 2019-04-26
001 2017-01-01 PAUL CURTIS 2018-05-12
001 2016-01-01 PAUL CURTIS 2017-07-18 PAUL CURTIS 2017-07-18
001 2015-01-01 DR. PAUL CURTIS DR. PAUL CURTIS 2016-08-01
001 2014-01-01 DR. PAUL CURTIS DR. PAUL CURTIS 2015-07-17
001 2013-01-01 DR. PAUL CURTIS DR. PAUL CURTIS 2014-08-22
001 2012-01-01 DR. PAUL CURTIS DR. PAUL CURTIS 2013-07-24
001 2011-01-01 DR. PAUL CURTIS DR. PAUL CURTIS 2012-07-09
001 2009-01-01 PAUL CURTIS DR. PAUL CURTIS 2012-03-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PAUL CURTIS	2024-03-29
001	2022-01-01	PAUL CURTIS	2023-03-09
001	2021-01-01	PAUL CURTIS	2022-06-24	PAUL CURTIS	2022-06-24
001	2020-01-01	PAUL CURTIS	2021-05-02
001	2019-01-01	PAUL CURTIS	2020-04-06	PAUL CURTIS	2020-04-06
001	2018-01-01	PAUL CURTIS	2019-04-26	PAUL CURTIS	2019-04-26
001	2017-01-01	PAUL CURTIS	2018-05-12
001	2016-01-01	PAUL CURTIS	2017-07-18	PAUL CURTIS	2017-07-18
001	2015-01-01	DR. PAUL CURTIS		DR. PAUL CURTIS	2016-08-01
001	2014-01-01	DR. PAUL CURTIS		DR. PAUL CURTIS	2015-07-17
001	2013-01-01	DR. PAUL CURTIS		DR. PAUL CURTIS	2014-08-22
001	2012-01-01	DR. PAUL CURTIS		DR. PAUL CURTIS	2013-07-24
001	2011-01-01	DR. PAUL CURTIS		DR. PAUL CURTIS	2012-07-09
001	2009-01-01	PAUL CURTIS		DR. PAUL CURTIS	2012-03-28

Plan Statistics for PAUL CURTIS DMD KEOGH PROFIT SHARING

401k plan membership statisitcs for PAUL CURTIS DMD KEOGH PROFIT SHARING

Measure Date Value
2015: PAUL CURTIS DMD KEOGH PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PAUL CURTIS DMD KEOGH PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PAUL CURTIS DMD KEOGH PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PAUL CURTIS DMD KEOGH PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PAUL CURTIS DMD KEOGH PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PAUL CURTIS DMD KEOGH PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2015: PAUL CURTIS DMD KEOGH PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PAUL CURTIS DMD KEOGH PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PAUL CURTIS DMD KEOGH PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PAUL CURTIS DMD KEOGH PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PAUL CURTIS DMD KEOGH PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PAUL CURTIS DMD KEOGH PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on PAUL CURTIS DMD KEOGH PROFIT SHARING

Measure	Date	Value
2015 : PAUL CURTIS DMD KEOGH PROFIT SHARING 2015 401k financial data
Total income from all sources	2015-12-31	$-5,818
Expenses. Total of all expenses incurred	2015-12-31	$12,733
Benefits paid (including direct rollovers)	2015-12-31	$6,948
Total plan assets at end of year	2015-12-31	$845,109
Total plan assets at beginning of year	2015-12-31	$863,660
Other income received	2015-12-31	$-60,570
Net income (gross income less expenses)	2015-12-31	$-18,551
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$845,109
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$863,660
Total contributions received or receivable from employer(s)	2015-12-31	$54,752
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,785
2014 : PAUL CURTIS DMD KEOGH PROFIT SHARING 2014 401k financial data
Total income from all sources	2014-12-31	$67,011
Expenses. Total of all expenses incurred	2014-12-31	$8,080
Total plan assets at end of year	2014-12-31	$863,660
Total plan assets at beginning of year	2014-12-31	$804,729
Other income received	2014-12-31	$15,022
Net income (gross income less expenses)	2014-12-31	$58,931
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$863,660
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$804,729
Total contributions received or receivable from employer(s)	2014-12-31	$51,989
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,080
2013 : PAUL CURTIS DMD KEOGH PROFIT SHARING 2013 401k financial data
Total income from all sources	2013-12-31	$153,811
Expenses. Total of all expenses incurred	2013-12-31	$4,896
Total plan assets at end of year	2013-12-31	$804,729
Total plan assets at beginning of year	2013-12-31	$655,814
Other income received	2013-12-31	$102,836
Net income (gross income less expenses)	2013-12-31	$148,915
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$804,729
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$655,814
Total contributions received or receivable from employer(s)	2013-12-31	$50,975
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,896
2012 : PAUL CURTIS DMD KEOGH PROFIT SHARING 2012 401k financial data
Total income from all sources	2012-12-31	$122,371
Expenses. Total of all expenses incurred	2012-12-31	$4,489
Total plan assets at end of year	2012-12-31	$655,814
Total plan assets at beginning of year	2012-12-31	$537,932
Other income received	2012-12-31	$72,434
Net income (gross income less expenses)	2012-12-31	$117,882
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$655,814
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$537,932
Total contributions received or receivable from employer(s)	2012-12-31	$49,937
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,489
2011 : PAUL CURTIS DMD KEOGH PROFIT SHARING 2011 401k financial data
Total income from all sources	2011-12-31	$74,073
Expenses. Total of all expenses incurred	2011-12-31	$215
Total plan assets at end of year	2011-12-31	$537,932
Total plan assets at beginning of year	2011-12-31	$464,074
Other income received	2011-12-31	$24,196
Net income (gross income less expenses)	2011-12-31	$73,858
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$537,932
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$464,074
Total contributions received or receivable from employer(s)	2011-12-31	$49,877
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$215
2010 : PAUL CURTIS DMD KEOGH PROFIT SHARING 2010 401k financial data
Total income from all sources	2010-12-31	$38,628
Expenses. Total of all expenses incurred	2010-12-31	$365
Total plan assets at end of year	2010-12-31	$464,074
Total plan assets at beginning of year	2010-12-31	$425,811
Other income received	2010-12-31	$-11,185
Net income (gross income less expenses)	2010-12-31	$38,263
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$464,074
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$425,811
Total contributions received or receivable from employer(s)	2010-12-31	$49,813
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$365

Form 5500 Responses for PAUL CURTIS DMD KEOGH PROFIT SHARING

2015: PAUL CURTIS DMD KEOGH PROFIT SHARING 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: PAUL CURTIS DMD KEOGH PROFIT SHARING 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: PAUL CURTIS DMD KEOGH PROFIT SHARING 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PAUL CURTIS DMD KEOGH PROFIT SHARING 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: PAUL CURTIS DMD KEOGH PROFIT SHARING 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
2009: PAUL CURTIS DMD KEOGH PROFIT SHARING 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

Potentially related plans

PAUL CURTIS HOWARD, D.M.D. PROFIT SHARING PLAN [EIN = 953303016]

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Company Name:	DR. PAUL CURTIS
Employer identification number (EIN):	710738627
NAIC Classification:	621210
NAIC Description:	Offices of Dentists