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DAVID T. PALMER PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID T. PALMER PROFIT SHARING PLAN
Plan identification number 002

DAVID T. PALMER PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

DAVID T. PALMER, DDS has sponsored the creation of one or more 401k plans.

Company Name:DAVID T. PALMER, DDS
Employer identification number (EIN):752208407
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID T. PALMER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID T. PALMER
0022016-01-01DAVID T. PALMER
0022015-01-01DAVID T. PALMER
0022014-01-01DAVID T. PALMER
0022013-01-01DAVID T. PALMER
0022012-01-01DAVID T. PALMER
0022011-01-01DAVID T PALMER
0022010-01-01DAVID T PALMER
0022009-01-01DAVID T PALMER
0022009-01-01DAVID T PALMER

Plan Statistics for DAVID T. PALMER PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID T. PALMER PROFIT SHARING PLAN

Measure Date Value
2023: DAVID T. PALMER PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-012
Total participants2023-01-012
Number of participants with account balances2023-01-012
2022: DAVID T. PALMER PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: DAVID T. PALMER PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
2020: DAVID T. PALMER PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: DAVID T. PALMER PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: DAVID T. PALMER PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: DAVID T. PALMER PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: DAVID T. PALMER PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: DAVID T. PALMER PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: DAVID T. PALMER PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: DAVID T. PALMER PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-012
2012: DAVID T. PALMER PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-012
2011: DAVID T. PALMER PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-012
2010: DAVID T. PALMER PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total of all active and inactive participants2010-01-010
Total participants2010-01-010
Number of participants with account balances2010-01-012
2009: DAVID T. PALMER PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total of all active and inactive participants2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-012

Financial Data on DAVID T. PALMER PROFIT SHARING PLAN

Measure Date Value
2023 : DAVID T. PALMER PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$68,238
Expenses. Total of all expenses incurred2023-12-31$50
Total plan assets at end of year2023-12-31$271,395
Total plan assets at beginning of year2023-12-31$203,207
Other income received2023-12-31$68,238
Net income (gross income less expenses)2023-12-31$68,188
Net plan assets at end of year (total assets less liabilities)2023-12-31$271,395
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$203,207
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$50
2022 : DAVID T. PALMER PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-87,366
Expenses. Total of all expenses incurred2022-12-31$50
Total plan assets at end of year2022-12-31$203,207
Total plan assets at beginning of year2022-12-31$290,623
Other income received2022-12-31$-87,366
Net income (gross income less expenses)2022-12-31$-87,416
Net plan assets at end of year (total assets less liabilities)2022-12-31$203,207
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$290,623
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$50
2021 : DAVID T. PALMER PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$48,661
Expenses. Total of all expenses incurred2021-12-31$50
Total plan assets at end of year2021-12-31$290,623
Total plan assets at beginning of year2021-12-31$242,012
Other income received2021-12-31$48,661
Net income (gross income less expenses)2021-12-31$48,611
Net plan assets at end of year (total assets less liabilities)2021-12-31$290,623
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$242,012
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$50
2020 : DAVID T. PALMER PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$67,149
Expenses. Total of all expenses incurred2020-12-31$50
Total plan assets at end of year2020-12-31$242,012
Total plan assets at beginning of year2020-12-31$174,913
Other income received2020-12-31$67,149
Net income (gross income less expenses)2020-12-31$67,099
Net plan assets at end of year (total assets less liabilities)2020-12-31$242,012
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$174,913
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$50
2019 : DAVID T. PALMER PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$45,790
Expenses. Total of all expenses incurred2019-12-31$50
Total plan assets at end of year2019-12-31$174,913
Total plan assets at beginning of year2019-12-31$129,173
Other income received2019-12-31$45,790
Net income (gross income less expenses)2019-12-31$45,740
Net plan assets at end of year (total assets less liabilities)2019-12-31$174,913
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$129,173
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$50
2018 : DAVID T. PALMER PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-4,282
Expenses. Total of all expenses incurred2018-12-31$50
Total plan assets at end of year2018-12-31$129,173
Total plan assets at beginning of year2018-12-31$133,505
Other income received2018-12-31$-4,282
Net income (gross income less expenses)2018-12-31$-4,332
Net plan assets at end of year (total assets less liabilities)2018-12-31$129,173
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$133,505
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$50
2017 : DAVID T. PALMER PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$27,790
Expenses. Total of all expenses incurred2017-12-31$50
Total plan assets at end of year2017-12-31$133,505
Total plan assets at beginning of year2017-12-31$105,765
Other income received2017-12-31$27,790
Net income (gross income less expenses)2017-12-31$27,740
Net plan assets at end of year (total assets less liabilities)2017-12-31$133,505
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$105,765
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$50
2016 : DAVID T. PALMER PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$3,787
Expenses. Total of all expenses incurred2016-12-31$50
Total plan assets at end of year2016-12-31$105,765
Total plan assets at beginning of year2016-12-31$102,028
Other income received2016-12-31$3,787
Net income (gross income less expenses)2016-12-31$3,737
Net plan assets at end of year (total assets less liabilities)2016-12-31$105,765
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$102,028
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$50
2015 : DAVID T. PALMER PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$3,272
Expenses. Total of all expenses incurred2015-12-31$50
Total plan assets at end of year2015-12-31$102,028
Total plan assets at beginning of year2015-12-31$98,806
Other income received2015-12-31$3,272
Net income (gross income less expenses)2015-12-31$3,222
Net plan assets at end of year (total assets less liabilities)2015-12-31$102,028
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$98,806
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : DAVID T. PALMER PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$8,790
Expenses. Total of all expenses incurred2014-12-31$50
Total plan assets at end of year2014-12-31$98,806
Total plan assets at beginning of year2014-12-31$90,066
Other income received2014-12-31$8,790
Net income (gross income less expenses)2014-12-31$8,740
Net plan assets at end of year (total assets less liabilities)2014-12-31$98,806
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$90,066
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$50
2013 : DAVID T. PALMER PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$20,875
Expenses. Total of all expenses incurred2013-12-31$50
Total plan assets at end of year2013-12-31$90,066
Total plan assets at beginning of year2013-12-31$69,241
Other income received2013-12-31$20,875
Net income (gross income less expenses)2013-12-31$20,825
Net plan assets at end of year (total assets less liabilities)2013-12-31$90,066
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$69,241
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : DAVID T. PALMER PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$8,989
Expenses. Total of all expenses incurred2012-12-31$50
Total plan assets at end of year2012-12-31$69,241
Total plan assets at beginning of year2012-12-31$60,302
Other income received2012-12-31$8,989
Net income (gross income less expenses)2012-12-31$8,939
Net plan assets at end of year (total assets less liabilities)2012-12-31$69,241
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$60,302
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
2011 : DAVID T. PALMER PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-2,274
Expenses. Total of all expenses incurred2011-12-31$50
Total plan assets at end of year2011-12-31$60,302
Total plan assets at beginning of year2011-12-31$62,626
Expenses. Other expenses not covered elsewhere2011-12-31$50
Other income received2011-12-31$-2,274
Net income (gross income less expenses)2011-12-31$-2,324
Net plan assets at end of year (total assets less liabilities)2011-12-31$60,302
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$62,626
2010 : DAVID T. PALMER PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$12,097
Expenses. Total of all expenses incurred2010-12-31$50
Total plan assets at end of year2010-12-31$62,626
Total plan assets at beginning of year2010-12-31$50,579
Expenses. Other expenses not covered elsewhere2010-12-31$50
Other income received2010-12-31$12,097
Net income (gross income less expenses)2010-12-31$12,047
Net plan assets at end of year (total assets less liabilities)2010-12-31$62,626
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$50,579

Form 5500 Responses for DAVID T. PALMER PROFIT SHARING PLAN

2023: DAVID T. PALMER PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DAVID T. PALMER PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID T. PALMER PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID T. PALMER PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID T. PALMER PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID T. PALMER PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID T. PALMER PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID T. PALMER PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID T. PALMER PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID T. PALMER PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID T. PALMER PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID T. PALMER PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID T. PALMER PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID T. PALMER PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID T. PALMER PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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