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JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN
Plan identification number 001

JOSEPH R. MCMULLEN, DDS, MD 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.
  • 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

JOSEPH R. MCMULLEN DDS, MD has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH R. MCMULLEN DDS, MD
Employer identification number (EIN):880157935
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01JOSEPH R. MCMULLEN, DDS, MD JOSEPH R. MCMULLEN, DDS, MD2019-05-29
0012017-01-01JOSEPH R. MCMULLEN, DDS, MD JOSEPH R. MCMULLEN, DDS, MD2018-05-25
0012016-01-01JOSEPH R. MCMULLEN, DDS, MD JOSEPH R. MCMULLEN, DDS, MD2017-05-15
0012015-01-01A1422797 JOSEPH R. MCMULLEN, DDS, MD2016-08-09
0012015-01-01A1422797 JOSEPH R. MCMULLEN, DDS, MD2016-08-09
0012014-01-01JOSEPH R MCMULLEN, DDS, MD JOSEPH R. MCMULLEN, DDS, MD2015-10-02
0012013-01-01JOSEPH R MCMULLEN, DDS, MD JOSEPH R. MCMULLEN, DDS, MD2014-10-08
0012012-01-01JOSEPH R MCMULLEN, DDS, MD JOSEPH R. MCMULLEN, DDS, MD2013-10-15
0012011-01-01JOSEPH R MCMULLEN, DDS, MD JOSEPH R. MCMULLEN, DDS, MD2012-08-08
0012009-01-01JOSEPH R MCMULLEN, DDS, MD JOSEPH R. MCMULLEN, DDS, MD2010-07-23

Plan Statistics for JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN

Measure Date Value
2018: JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
2017: JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-016
Total of all active and inactive participants2017-01-016
Total participants2017-01-016
Number of participants with account balances2017-01-016
2016: JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-017
Total of all active and inactive participants2016-01-017
Total participants2016-01-017
Number of participants with account balances2016-01-017
2015: JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-016
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-016
2014: JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2009: JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN

Measure Date Value
2018 : JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-24,379
Expenses. Total of all expenses incurred2018-12-31$2,374,268
Benefits paid (including direct rollovers)2018-12-31$2,374,268
Total plan assets at beginning of year2018-12-31$2,398,647
Value of fidelity bond covering the plan2018-12-31$350,000
Other income received2018-12-31$-24,379
Net income (gross income less expenses)2018-12-31$-2,398,647
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,398,647
2017 : JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$35,733
Expenses. Total of all expenses incurred2017-12-31$29,968
Benefits paid (including direct rollovers)2017-12-31$29,759
Total plan assets at end of year2017-12-31$2,398,647
Total plan assets at beginning of year2017-12-31$2,392,882
Value of fidelity bond covering the plan2017-12-31$350,000
Other income received2017-12-31$35,733
Net income (gross income less expenses)2017-12-31$5,765
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,398,647
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,392,882
Total contributions received or receivable from employer(s)2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$209
2016 : JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$139,853
Expenses. Total of all expenses incurred2016-12-31$20,403
Benefits paid (including direct rollovers)2016-12-31$20,253
Total plan assets at end of year2016-12-31$2,392,882
Total plan assets at beginning of year2016-12-31$2,273,432
Value of fidelity bond covering the plan2016-12-31$350,000
Other income received2016-12-31$66,930
Net income (gross income less expenses)2016-12-31$119,450
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,392,882
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,273,432
Total contributions received or receivable from employer(s)2016-12-31$72,923
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$150
2015 : JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$123,905
Expenses. Total of all expenses incurred2015-12-31$21,936
Benefits paid (including direct rollovers)2015-12-31$21,786
Total plan assets at end of year2015-12-31$2,273,432
Total plan assets at beginning of year2015-12-31$2,171,463
Value of fidelity bond covering the plan2015-12-31$250,000
Other income received2015-12-31$55,494
Net income (gross income less expenses)2015-12-31$101,969
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,273,432
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,171,463
Total contributions received or receivable from employer(s)2015-12-31$68,411
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$150
2014 : JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$109,510
Expenses. Total of all expenses incurred2014-12-31$129,544
Benefits paid (including direct rollovers)2014-12-31$129,424
Total plan assets at end of year2014-12-31$2,171,463
Total plan assets at beginning of year2014-12-31$2,191,497
Value of fidelity bond covering the plan2014-12-31$250,000
Other income received2014-12-31$38,060
Net income (gross income less expenses)2014-12-31$-20,034
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,171,463
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,191,497
Total contributions received or receivable from employer(s)2014-12-31$71,450
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$120
2013 : JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$81,176
Expenses. Total of all expenses incurred2013-12-31$11,829
Benefits paid (including direct rollovers)2013-12-31$10,449
Total plan assets at end of year2013-12-31$2,191,497
Total plan assets at beginning of year2013-12-31$2,122,150
Value of fidelity bond covering the plan2013-12-31$250,000
Other income received2013-12-31$15,880
Net income (gross income less expenses)2013-12-31$69,347
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,191,497
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,122,150
Total contributions received or receivable from employer(s)2013-12-31$65,296
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,380
2012 : JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$138,313
Expenses. Total of all expenses incurred2012-12-31$189,609
Benefits paid (including direct rollovers)2012-12-31$188,300
Total plan assets at end of year2012-12-31$2,122,150
Total plan assets at beginning of year2012-12-31$2,173,446
Value of fidelity bond covering the plan2012-12-31$250,000
Other income received2012-12-31$81,985
Net income (gross income less expenses)2012-12-31$-51,296
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,122,150
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,173,446
Total contributions received or receivable from employer(s)2012-12-31$56,328
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,309
2011 : JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$90,699
Expenses. Total of all expenses incurred2011-12-31$3,102
Total plan assets at end of year2011-12-31$2,173,446
Total plan assets at beginning of year2011-12-31$2,085,849
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$33,431
Net income (gross income less expenses)2011-12-31$87,597
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,173,446
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,085,849
Total contributions received or receivable from employer(s)2011-12-31$57,268
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,102
2010 : JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$194,520
Expenses. Total of all expenses incurred2010-12-31$2,487
Total plan assets at end of year2010-12-31$2,085,849
Total plan assets at beginning of year2010-12-31$1,893,816
Value of fidelity bond covering the plan2010-12-31$200,000
Other income received2010-12-31$135,274
Net income (gross income less expenses)2010-12-31$192,033
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,085,849
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,893,816
Total contributions received or receivable from employer(s)2010-12-31$59,246
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,487

Form 5500 Responses for JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN

2018: JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOSEPH R. MCMULLEN, DDS, MD 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: JOSEPH R. MCMULLEN, DDS, MD 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: JOSEPH R. MCMULLEN, DDS, MD 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: JOSEPH R. MCMULLEN, DDS, MD 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: JOSEPH R. MCMULLEN, DDS, MD 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: JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOSEPH R. MCMULLEN, DDS, MD 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
2009: JOSEPH R. MCMULLEN, DDS, MD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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