401k Plan data: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN plan

DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN
Plan identification number	001

DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DARRELL L. HAVENER, JR., DDS., P.C. has sponsored the creation of one or more 401k plans.

Company Name: DARRELL L. HAVENER, JR., DDS., P.C.

Employer identification number (EIN): 841217689

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DARRELL L HAVENER JR
001 2016-01-01 DARRELL L. HAVENER JR.
001 2015-01-01 DARRELL L. HAVENER JR.
001 2014-01-01 DARRELL L. HAVENER JR.
001 2013-01-01 DARRELL L. HAVENER JR.
001 2012-01-01 DARRELL L. HAVENER JR.
001 2011-01-01 DARRELL L. HAVENER JR.
001 2009-01-01 DARRELL L. HAVENER JR.

Plan Statistics for DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN

Measure Date Value
2020: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
2019: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Total of all active and inactive participants 2019-01-01 8
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 5
2018: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Total of all active and inactive participants 2018-01-01 7
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 5
2017: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Total of all active and inactive participants 2017-01-01 6
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 5
2016: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 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 6
Number of retired or separated participants receiving benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 7
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 5
2015: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 7
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 6
2014: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
2013: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 9
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2020: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
2019: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Total of all active and inactive participants	2019-01-01	8
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	5
2018: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Total of all active and inactive participants	2018-01-01	7
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	5
2017: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Total of all active and inactive participants	2017-01-01	6
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	5
2016: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 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	6
Number of retired or separated participants receiving benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	7
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	5
2015: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	7
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	6
2014: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
2013: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	9
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2020 : DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 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	$2,162
Total income from all sources	2020-12-31	$379
Expenses. Total of all expenses incurred	2020-12-31	$886,122
Benefits paid (including direct rollovers)	2020-12-31	$885,743
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$887,905
Other income received	2020-12-31	$379
Net income (gross income less expenses)	2020-12-31	$-885,743
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$885,743
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$379
2019 : DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$2,162
Total plan liabilities at beginning of year	2019-12-31	$56
Total income from all sources	2019-12-31	$128,257
Expenses. Total of all expenses incurred	2019-12-31	$6,361
Total plan assets at end of year	2019-12-31	$887,905
Total plan assets at beginning of year	2019-12-31	$763,903
Other income received	2019-12-31	$128,257
Net income (gross income less expenses)	2019-12-31	$121,896
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$885,743
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$763,847
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,361
2018 : DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$56
Total plan liabilities at beginning of year	2018-12-31	$56
Total income from all sources	2018-12-31	$-64,649
Expenses. Total of all expenses incurred	2018-12-31	$9,470
Total plan assets at end of year	2018-12-31	$763,903
Total plan assets at beginning of year	2018-12-31	$838,022
Other income received	2018-12-31	$-64,649
Net income (gross income less expenses)	2018-12-31	$-74,119
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$763,847
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$837,966
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$9,470
2017 : DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$56
Total plan liabilities at beginning of year	2017-12-31	$56
Total income from all sources	2017-12-31	$108,986
Expenses. Total of all expenses incurred	2017-12-31	$9,135
Total plan assets at end of year	2017-12-31	$838,022
Total plan assets at beginning of year	2017-12-31	$738,171
Other income received	2017-12-31	$108,986
Net income (gross income less expenses)	2017-12-31	$99,851
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$837,966
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$738,115
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$9,135
2016 : DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$56
Total plan liabilities at beginning of year	2016-12-31	$56
Total income from all sources	2016-12-31	$64,209
Expenses. Total of all expenses incurred	2016-12-31	$28,957
Benefits paid (including direct rollovers)	2016-12-31	$20,564
Total plan assets at end of year	2016-12-31	$738,171
Total plan assets at beginning of year	2016-12-31	$702,919
Other income received	2016-12-31	$64,209
Net income (gross income less expenses)	2016-12-31	$35,252
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$738,115
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$702,863
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,393
2015 : DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$56
Total plan liabilities at beginning of year	2015-12-31	$56
Total income from all sources	2015-12-31	$-10,129
Expenses. Total of all expenses incurred	2015-12-31	$8,604
Total plan assets at end of year	2015-12-31	$702,919
Total plan assets at beginning of year	2015-12-31	$721,652
Other income received	2015-12-31	$-10,129
Net income (gross income less expenses)	2015-12-31	$-18,733
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$702,863
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$721,596
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,604
2014 : DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$56
Total plan liabilities at beginning of year	2014-12-31	$56
Total income from all sources	2014-12-31	$57,714
Expenses. Total of all expenses incurred	2014-12-31	$7,885
Total plan assets at end of year	2014-12-31	$721,652
Total plan assets at beginning of year	2014-12-31	$671,823
Other income received	2014-12-31	$57,714
Net income (gross income less expenses)	2014-12-31	$49,829
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$721,596
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$671,767
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,885
2013 : DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$56
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$99,627
Expenses. Total of all expenses incurred	2013-12-31	$7,131
Benefits paid (including direct rollovers)	2013-12-31	$282
Total plan assets at end of year	2013-12-31	$671,823
Total plan assets at beginning of year	2013-12-31	$579,271
Other income received	2013-12-31	$79,627
Net income (gross income less expenses)	2013-12-31	$92,496
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$671,767
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$579,271
Total contributions received or receivable from employer(s)	2013-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,849
2012 : DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$54,424
Expenses. Total of all expenses incurred	2012-12-31	$6,435
Total plan assets at end of year	2012-12-31	$579,271
Total plan assets at beginning of year	2012-12-31	$531,282
Other income received	2012-12-31	$54,424
Net income (gross income less expenses)	2012-12-31	$47,989
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$579,271
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$531,282
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,435
2011 : DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$12
Total income from all sources	2011-12-31	$5,842
Expenses. Total of all expenses incurred	2011-12-31	$29,703
Benefits paid (including direct rollovers)	2011-12-31	$24,858
Total plan assets at end of year	2011-12-31	$531,282
Total plan assets at beginning of year	2011-12-31	$555,155
Other income received	2011-12-31	$-23,617
Net income (gross income less expenses)	2011-12-31	$-23,861
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$531,282
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$555,143
Total contributions received or receivable from employer(s)	2011-12-31	$29,459
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,845
2010 : DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$12
Total plan liabilities at beginning of year	2010-12-31	$1,858
Total income from all sources	2010-12-31	$79,400
Expenses. Total of all expenses incurred	2010-12-31	$1,579
Benefits paid (including direct rollovers)	2010-12-31	$1,579
Total plan assets at end of year	2010-12-31	$555,155
Total plan assets at beginning of year	2010-12-31	$479,180
Other income received	2010-12-31	$49,634
Net income (gross income less expenses)	2010-12-31	$77,821
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$555,143
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$477,322
Total contributions received or receivable from employer(s)	2010-12-31	$29,766

Form 5500 Responses for DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN

2020: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DARRELL L. HAVENER, JR., DDS., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DARRELL L. HAVENER, JR., DDS., P.C.
Employer identification number (EIN):	841217689
NAIC Classification:	621210
NAIC Description:	Offices of Dentists