401k Plan data: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST plan

BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

BARRY H. BUCHANAN, D.D.S has sponsored the creation of one or more 401k plans.

Company Name: BARRY H. BUCHANAN, D.D.S

Employer identification number (EIN): 752299144

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KYLE GRIMMER 2024-03-25
001 2022-01-01 KYLE GRIMMER 2023-06-09
001 2021-01-01 KYLE GRIMMER 2022-04-04
001 2020-01-01 KYLE GRIMMER 2021-07-23
001 2019-01-01 KYLE GRIMMER 2020-09-18
001 2019-01-01 KYLE GRIMMER 2020-11-09
001 2018-01-01 BARRY H. BUCHANAN 2019-09-18
001 2017-01-01 BARRY H. BUCHANAN 2019-03-29
001 2016-01-01 BARRY BUCHANAN BARRY BUCHANAN 2017-10-13
001 2015-01-01 BARRY BUCHANAN 2016-10-17 BARRY BUCHANAN 2016-10-17
001 2014-01-01 BARRY BUCHANAN 2015-10-12 BARRY BUCHANAN 2015-10-12
001 2013-01-01 BARRY BUCHANAN 2014-10-13
001 2012-01-01 BARRY BUCHANAN 2013-10-11
001 2011-01-01 BARRY BUCHANAN 2012-09-27
001 2010-01-01 BARRY BUCHANAN 2011-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KYLE GRIMMER	2024-03-25
001	2022-01-01	KYLE GRIMMER	2023-06-09
001	2021-01-01	KYLE GRIMMER	2022-04-04
001	2020-01-01	KYLE GRIMMER	2021-07-23
001	2019-01-01	KYLE GRIMMER	2020-09-18
001	2019-01-01	KYLE GRIMMER	2020-11-09
001	2018-01-01	BARRY H. BUCHANAN	2019-09-18
001	2017-01-01	BARRY H. BUCHANAN	2019-03-29
001	2016-01-01	BARRY BUCHANAN		BARRY BUCHANAN	2017-10-13
001	2015-01-01	BARRY BUCHANAN	2016-10-17	BARRY BUCHANAN	2016-10-17
001	2014-01-01	BARRY BUCHANAN	2015-10-12	BARRY BUCHANAN	2015-10-12
001	2013-01-01	BARRY BUCHANAN	2014-10-13
001	2012-01-01	BARRY BUCHANAN	2013-10-11
001	2011-01-01	BARRY BUCHANAN	2012-09-27
001	2010-01-01	BARRY BUCHANAN	2011-10-06

Plan Statistics for BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 6
Number of participants with account balances 2023-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
2020: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2023: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	6
Number of participants with account balances	2023-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
2020: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2023 : BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$1,595
Total plan liabilities at beginning of year	2023-12-31	$1,595
Total income from all sources	2023-12-31	$175,939
Expenses. Total of all expenses incurred	2023-12-31	$0
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$906,248
Total plan assets at beginning of year	2023-12-31	$730,309
Total contributions received or receivable from participants	2023-12-31	$57,216
Assets. Value of loans (other than to participants)	2023-12-31	$74,663
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$103,819
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$175,939
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$904,653
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$728,714
Assets. Value of participant loans	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$14,904
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$1,595
Total plan liabilities at beginning of year	2022-12-31	$328
Total income from all sources	2022-12-31	$-45,131
Expenses. Total of all expenses incurred	2022-12-31	$59,423
Benefits paid (including direct rollovers)	2022-12-31	$59,423
Total plan assets at end of year	2022-12-31	$730,309
Total plan assets at beginning of year	2022-12-31	$833,596
Total contributions received or receivable from participants	2022-12-31	$53,795
Assets. Value of loans (other than to participants)	2022-12-31	$74,663
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-115,983
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-104,554
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$728,714
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$833,268
Assets. Value of participant loans	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$17,057
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$328
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$130,082
Expenses. Total of all expenses incurred	2021-12-31	$94,790
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$833,596
Total plan assets at beginning of year	2021-12-31	$797,976
Total contributions received or receivable from participants	2021-12-31	$36,222
Assets. Value of loans (other than to participants)	2021-12-31	$74,663
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$78,443
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$35,292
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$833,268
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$797,976
Assets. Value of participant loans	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$15,417
Value of certain deemed distributions of participant loans	2021-12-31	$94,790
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$106,266
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$797,976
Total plan assets at beginning of year	2020-12-31	$691,710
Total contributions received or receivable from participants	2020-12-31	$15,627
Assets. Value of loans (other than to participants)	2020-12-31	$74,663
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$82,256
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$106,266
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$797,976
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$691,710
Assets. Value of participant loans	2020-12-31	$94,790
Total contributions received or receivable from employer(s)	2020-12-31	$8,383
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$107,667
Expenses. Total of all expenses incurred	2019-12-31	$36,493
Benefits paid (including direct rollovers)	2019-12-31	$36,493
Total plan assets at end of year	2019-12-31	$691,710
Total plan assets at beginning of year	2019-12-31	$620,536
Total contributions received or receivable from participants	2019-12-31	$13,343
Assets. Value of loans (other than to participants)	2019-12-31	$74,663
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$83,667
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$71,174
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$691,710
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$620,536
Assets. Value of participant loans	2019-12-31	$94,790
Total contributions received or receivable from employer(s)	2019-12-31	$10,657
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-1,781
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$620,536
Total plan assets at beginning of year	2018-12-31	$622,317
Total contributions received or receivable from participants	2018-12-31	$14,340
Assets. Value of loans (other than to participants)	2018-12-31	$74,663
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-21,781
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,781
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$620,536
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$622,317
Assets. Value of participant loans	2018-12-31	$94,790
Total contributions received or receivable from employer(s)	2018-12-31	$5,660
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2016 : BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$31,064
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$551,718
Total plan assets at beginning of year	2016-12-31	$520,654
Value of fidelity bond covering the plan	2016-12-31	$55,000
Total contributions received or receivable from participants	2016-12-31	$7,286
Assets. Value of loans (other than to participants)	2016-12-31	$74,663
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$17,976
Net income (gross income less expenses)	2016-12-31	$31,064
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$551,718
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$520,654
Assets. Value of participant loans	2016-12-31	$78,790
Total contributions received or receivable from employer(s)	2016-12-31	$5,802
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0

Form 5500 Responses for BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST

2023: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BARRY H. BUCHANAN, DDS 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BARRY H. BUCHANAN, D.D.S
Employer identification number (EIN):	752299144
NAIC Classification:	621210
NAIC Description:	Offices of Dentists