Logo

MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan NameMARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN
Plan identification number 001

MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

AUSTIN DENTAL SPA has sponsored the creation of one or more 401k plans.

Company Name:AUSTIN DENTAL SPA
Employer identification number (EIN):742043711
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01MARK SWEENEY
0012016-01-01MARK SWEENEY
0012015-01-01MARK SWEENEY
0012014-01-01JULIE SWEENEY
0012013-01-01JULIE SWEENEY
0012012-01-01JULIE SWEENEY
0012011-01-01JULIE SWEENEY
0012010-01-01JULIE SWEENEY
0012009-01-01JULIE SWEENEY

Plan Statistics for MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN

Measure Date Value
2017: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0129
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0135
Number of participants with account balances2017-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0133
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0129
Number of participants with account balances2016-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0131
Total number of active participants reported on line 7a of the Form 55002015-01-0119
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0133
Number of participants with account balances2015-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0127
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0131
Number of participants with account balances2014-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0127
Number of participants with account balances2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0132
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0129
Total number of active participants reported on line 7a of the Form 55002010-01-0113
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0125
Number of participants with account balances2010-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0129
Number of participants with account balances2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN

Measure Date Value
2017 : MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$328,721
Expenses. Total of all expenses incurred2017-12-31$13,693
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,608,998
Total plan assets at beginning of year2017-12-31$1,293,970
Value of fidelity bond covering the plan2017-12-31$150,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$64,960
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$194,925
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$315,028
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,608,998
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,293,970
Assets. Value of participant loans2017-12-31$44,498
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$68,836
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,693
2016 : MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$261,715
Expenses. Total of all expenses incurred2016-12-31$205,555
Benefits paid (including direct rollovers)2016-12-31$203,677
Total plan assets at end of year2016-12-31$1,293,970
Total plan assets at beginning of year2016-12-31$1,237,810
Value of fidelity bond covering the plan2016-12-31$140,000
Total contributions received or receivable from participants2016-12-31$89,972
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$70,491
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$56,160
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,293,970
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,237,810
Total contributions received or receivable from employer(s)2016-12-31$101,252
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,878
2015 : MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$137,675
Expenses. Total of all expenses incurred2015-12-31$294,262
Benefits paid (including direct rollovers)2015-12-31$294,262
Total plan assets at end of year2015-12-31$1,237,810
Total plan assets at beginning of year2015-12-31$1,394,397
Value of fidelity bond covering the plan2015-12-31$140,000
Total contributions received or receivable from participants2015-12-31$59,872
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$11,864
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-156,587
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,237,810
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,394,397
Total contributions received or receivable from employer(s)2015-12-31$65,939
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$177,281
Expenses. Total of all expenses incurred2014-12-31$323,689
Benefits paid (including direct rollovers)2014-12-31$323,689
Total plan assets at end of year2014-12-31$1,394,397
Total plan assets at beginning of year2014-12-31$1,540,805
Value of fidelity bond covering the plan2014-12-31$140,000
Total contributions received or receivable from participants2014-12-31$55,606
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$70,875
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-146,408
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,394,397
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,540,805
Total contributions received or receivable from employer(s)2014-12-31$50,800
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$242,246
Expenses. Total of all expenses incurred2013-12-31$67,994
Benefits paid (including direct rollovers)2013-12-31$67,994
Total plan assets at end of year2013-12-31$1,540,805
Total plan assets at beginning of year2013-12-31$1,366,553
Value of fidelity bond covering the plan2013-12-31$140,000
Total contributions received or receivable from participants2013-12-31$58,864
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$178,159
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$174,252
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,540,805
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,366,553
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$5,223
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$236,053
Expenses. Total of all expenses incurred2012-12-31$43,251
Benefits paid (including direct rollovers)2012-12-31$43,251
Total plan assets at end of year2012-12-31$1,366,553
Total plan assets at beginning of year2012-12-31$1,173,751
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$56,449
Other income received2012-12-31$123,563
Net income (gross income less expenses)2012-12-31$192,802
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,366,553
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,173,751
Total contributions received or receivable from employer(s)2012-12-31$56,041
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$102,518
Expenses. Total of all expenses incurred2011-12-31$90,000
Benefits paid (including direct rollovers)2011-12-31$90,000
Total plan assets at end of year2011-12-31$1,173,751
Total plan assets at beginning of year2011-12-31$1,161,233
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$49,428
Other income received2011-12-31$-7,983
Net income (gross income less expenses)2011-12-31$12,518
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,173,751
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,161,233
Total contributions received or receivable from employer(s)2011-12-31$61,073
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$209,526
Expenses. Total of all expenses incurred2010-12-31$64,521
Benefits paid (including direct rollovers)2010-12-31$64,521
Total plan assets at end of year2010-12-31$1,161,233
Total plan assets at beginning of year2010-12-31$1,016,228
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$40,501
Other income received2010-12-31$117,068
Net income (gross income less expenses)2010-12-31$145,005
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,161,233
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,016,228
Total contributions received or receivable from employer(s)2010-12-31$51,957
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN

2017: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingYes
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARK W. SWEENEY, DDS 401(K) & PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1