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SCOTT R. BURKHART, DDS, PC 401K PLAN 401k Plan overview

Plan NameSCOTT R. BURKHART, DDS, PC 401K PLAN
Plan identification number 002

SCOTT R. BURKHART, DDS, PC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

SCOTT R. BURKHART, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:SCOTT R. BURKHART, DDS, PC
Employer identification number (EIN):841010859
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT R. BURKHART, DDS, PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01SCOTT R. BURKHART2018-01-28
0022016-01-01SCOTT R. BURKHART2017-03-01
0022015-01-01SCOTT R. BURKHART2016-07-08
0022014-01-01SCOTT R. BURKHART2015-05-01
0022013-01-01SCOTT R. BURKHART
0022012-01-01SCOTT R. BURKHART
0022012-01-01SCOTT R. BURKHART
0022011-01-01SCOTT BURKHART
0022009-01-01SCOTT BURKHART SCOTT BURKHART2010-03-19

Plan Statistics for SCOTT R. BURKHART, DDS, PC 401K PLAN

401k plan membership statisitcs for SCOTT R. BURKHART, DDS, PC 401K PLAN

Measure Date Value
2013: SCOTT R. BURKHART, DDS, PC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCOTT R. BURKHART, DDS, PC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SCOTT R. BURKHART, DDS, PC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
2009: SCOTT R. BURKHART, DDS, PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SCOTT R. BURKHART, DDS, PC 401K PLAN

Measure Date Value
2013 : SCOTT R. BURKHART, DDS, PC 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$-26,970
Total plan assets at end of year2013-12-31$1,255,443
Total plan assets at beginning of year2013-12-31$1,282,413
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$29,464
Other income received2013-12-31$-74,538
Net income (gross income less expenses)2013-12-31$-26,970
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,255,443
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,282,413
Total contributions received or receivable from employer(s)2013-12-31$18,104
2012 : SCOTT R. BURKHART, DDS, PC 401K PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$65,609
Total plan assets at end of year2012-12-31$1,275,113
Total plan assets at beginning of year2012-12-31$1,209,504
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$23,216
Other income received2012-12-31$20,850
Net income (gross income less expenses)2012-12-31$65,609
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,275,113
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,209,504
Total contributions received or receivable from employer(s)2012-12-31$21,543
2011 : SCOTT R. BURKHART, DDS, PC 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$148,214
Expenses. Total of all expenses incurred2011-12-31$5,607
Benefits paid (including direct rollovers)2011-12-31$5,041
Total plan assets at end of year2011-12-31$1,209,504
Total plan assets at beginning of year2011-12-31$1,066,897
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$39,933
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$415,251
Other income received2011-12-31$-359,263
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$142,607
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,209,504
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,066,897
Total contributions received or receivable from employer(s)2011-12-31$52,293
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$566
2010 : SCOTT R. BURKHART, DDS, PC 401K PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$442,822
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,066,897
Total plan assets at beginning of year2010-12-31$624,075
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$22,812
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$349,069
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$442,822
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,066,897
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$624,075
Total contributions received or receivable from employer(s)2010-12-31$70,941
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for SCOTT R. BURKHART, DDS, PC 401K PLAN

2013: SCOTT R. BURKHART, DDS, PC 401K 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: SCOTT R. BURKHART, DDS, PC 401K 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: SCOTT R. BURKHART, DDS, PC 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SCOTT R. BURKHART, DDS, PC 401K 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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