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CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN
Plan identification number 001

CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

CARL B. STEWART, JR., D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:CARL B. STEWART, JR., D.D.S., INC.
Employer identification number (EIN):751431249
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about CARL B. STEWART, JR., D.D.S., INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1973-03-31
Company Identification Number: 0090109302
Legal Registered Office Address: 1410 14TH ST STE D

PLANO
United States of America (USA)
75074

More information about CARL B. STEWART, JR., D.D.S., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01CARL B STEWART JR DDS2021-09-20
0012019-01-01CARL B STEWART JR DDS2020-04-01
0012018-01-01CARL B STEWART JR DDS2019-07-31
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01CARL B STEWART JR DDS
0012013-01-01CARL B STEWART JR DDS
0012012-01-01CARL B STEWART JR DDS
0012011-01-01CARL B STEWART JR DDS CARL B STEWART JR DDS2012-10-03
0012009-01-01CARL B STEWART JR CARL B STEWART JR2010-09-30

Plan Statistics for CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN

Measure Date Value
2020: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
2019: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN

Measure Date Value
2020 : CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$29,846
Expenses. Total of all expenses incurred2020-12-31$22,616
Benefits paid (including direct rollovers)2020-12-31$22,616
Total plan assets at end of year2020-12-31$447,556
Total plan assets at beginning of year2020-12-31$440,326
Assets. Value of tangible personal property2020-12-31$60,150
Other income received2020-12-31$29,846
Net income (gross income less expenses)2020-12-31$7,230
Net plan assets at end of year (total assets less liabilities)2020-12-31$447,556
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$440,326
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$22,616
2019 : CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$68,873
Expenses. Total of all expenses incurred2019-12-31$19,200
Benefits paid (including direct rollovers)2019-12-31$19,200
Total plan assets at end of year2019-12-31$440,326
Total plan assets at beginning of year2019-12-31$390,653
Assets. Value of tangible personal property2019-12-31$82,750
Other income received2019-12-31$68,873
Net income (gross income less expenses)2019-12-31$49,673
Net plan assets at end of year (total assets less liabilities)2019-12-31$440,326
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$390,653
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$19,200
2018 : CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-35,927
Expenses. Total of all expenses incurred2018-12-31$20,141
Benefits paid (including direct rollovers)2018-12-31$20,141
Total plan assets at end of year2018-12-31$390,653
Total plan assets at beginning of year2018-12-31$446,721
Assets. Value of tangible personal property2018-12-31$101,950
Other income received2018-12-31$-35,927
Net income (gross income less expenses)2018-12-31$-56,068
Net plan assets at end of year (total assets less liabilities)2018-12-31$390,653
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$446,721
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$20,141
2017 : CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$55,550
Expenses. Total of all expenses incurred2017-12-31$17,717
Benefits paid (including direct rollovers)2017-12-31$17,717
Total plan assets at end of year2017-12-31$446,721
Total plan assets at beginning of year2017-12-31$408,888
Assets. Value of tangible personal property2017-12-31$122,050
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$55,550
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$37,833
Net plan assets at end of year (total assets less liabilities)2017-12-31$446,721
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$408,888
Total contributions received or receivable from employer(s)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$17,716
2016 : CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$24,929
Expenses. Total of all expenses incurred2016-12-31$16,250
Benefits paid (including direct rollovers)2016-12-31$16,250
Total plan assets at end of year2016-12-31$408,888
Total plan assets at beginning of year2016-12-31$400,209
Assets. Value of tangible personal property2016-12-31$139,625
Other income received2016-12-31$24,929
Net income (gross income less expenses)2016-12-31$8,679
Net plan assets at end of year (total assets less liabilities)2016-12-31$408,888
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$400,209
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$16,250
2015 : CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$5,896
Expenses. Total of all expenses incurred2015-12-31$16,555
Benefits paid (including direct rollovers)2015-12-31$16,525
Total plan assets at end of year2015-12-31$400,209
Total plan assets at beginning of year2015-12-31$410,868
Assets. Value of tangible personal property2015-12-31$155,875
Expenses. Other expenses not covered elsewhere2015-12-31$30
Other income received2015-12-31$5,896
Net income (gross income less expenses)2015-12-31$-10,659
Net plan assets at end of year (total assets less liabilities)2015-12-31$400,209
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$410,868
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$16,525
2014 : CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$5,463
Expenses. Total of all expenses incurred2014-12-31$27,997
Benefits paid (including direct rollovers)2014-12-31$27,800
Total plan assets at end of year2014-12-31$410,868
Total plan assets at beginning of year2014-12-31$433,402
Assets. Value of tangible personal property2014-12-31$172,430
Expenses. Other expenses not covered elsewhere2014-12-31$197
Other income received2014-12-31$5,463
Net income (gross income less expenses)2014-12-31$-22,534
Net plan assets at end of year (total assets less liabilities)2014-12-31$410,868
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$433,402
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$28,700
2013 : CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$46,994
Expenses. Total of all expenses incurred2013-12-31$1,350
Benefits paid (including direct rollovers)2013-12-31$1,176
Total plan assets at end of year2013-12-31$433,402
Total plan assets at beginning of year2013-12-31$387,758
Assets. Value of tangible personal property2013-12-31$201,230
Expenses. Other expenses not covered elsewhere2013-12-31$174
Other income received2013-12-31$46,994
Net income (gross income less expenses)2013-12-31$45,644
Net plan assets at end of year (total assets less liabilities)2013-12-31$433,402
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$387,758
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$37,482
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$387,758
Total plan assets at beginning of year2012-12-31$350,276
Assets. Value of tangible personal property2012-12-31$201,230
Other income received2012-12-31$37,482
Net income (gross income less expenses)2012-12-31$37,482
Net plan assets at end of year (total assets less liabilities)2012-12-31$387,758
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$350,276
2011 : CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-11,602
Expenses. Total of all expenses incurred2011-12-31$179
Total plan assets at end of year2011-12-31$350,276
Total plan assets at beginning of year2011-12-31$362,057
Assets. Value of tangible personal property2011-12-31$182,100
Expenses. Other expenses not covered elsewhere2011-12-31$179
Other income received2011-12-31$-11,602
Net income (gross income less expenses)2011-12-31$-11,781
Net plan assets at end of year (total assets less liabilities)2011-12-31$350,276
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$362,057
2010 : CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$9,412
Total income from all sources2010-12-31$21,995
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$362,057
Total plan assets at beginning of year2010-12-31$349,474
Assets. Value of tangible personal property2010-12-31$187,500
Other income received2010-12-31$21,995
Net income (gross income less expenses)2010-12-31$21,995
Net plan assets at end of year (total assets less liabilities)2010-12-31$362,057
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$340,062

Form 5500 Responses for CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN

2020: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARL B. STEWART, JR., D.D.S., INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARL B. STEWART, JR., D.D.S., INC. 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
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARL B. STEWART, JR., D.D.S., INC. 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: CARL B. STEWART, JR., D.D.S., INC. 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: CARL B. STEWART, JR., D.D.S., INC. 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: CARL B. STEWART, JR., D.D.S., INC. 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: CARL B. STEWART, JR., D.D.S., INC. 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARL B. STEWART, JR., D.D.S., INC. 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
2009: CARL B. STEWART, JR., D.D.S., INC. 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

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