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BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameBRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN
Plan identification number 001

BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

BRIAN G. SEAHOLM, DMD has sponsored the creation of one or more 401k plans.

Company Name:BRIAN G. SEAHOLM, DMD
Employer identification number (EIN):930931162
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01BRIAN SEAHOLM BRIAN SEAHOLM2019-06-06
0012017-01-01BRIAN SEAHOLM BRIAN SEAHOLM2018-04-19
0012016-01-01BRIAN SEAHOLM BRIAN SEAHOLM2017-05-17
0012015-01-01BRIAN SEAHOLM BRIAN SEAHOLM2016-06-21
0012014-01-01BRIAN SEAHOLM BRIAN SEAHOLM2015-06-23
0012013-01-01BRIAN SEAHOLM BRIAN SEAHOLM2014-06-16
0012012-01-01BRIAN SEAHOLM2013-02-21
0012011-01-01BRIAN SEAHOLM2012-05-07
0012010-01-01BRIAN SEAHOLM2011-05-02

Plan Statistics for BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN

401k plan membership statisitcs for BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN

Measure Date Value
2019: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRIAN G. SEAHOLM, DMD 401K 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 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN

Measure Date Value
2019 : BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-06-20$241,451
Expenses. Total of all expenses incurred2019-06-20$1,666,396
Benefits paid (including direct rollovers)2019-06-20$1,654,841
Total plan assets at end of year2019-06-20$0
Total plan assets at beginning of year2019-06-20$1,424,945
Total contributions received or receivable from participants2019-06-20$34,500
Other income received2019-06-20$168,323
Net income (gross income less expenses)2019-06-20$-1,424,945
Net plan assets at end of year (total assets less liabilities)2019-06-20$0
Net plan assets at beginning of year (total assets less liabilities)2019-06-20$1,424,945
Total contributions received or receivable from employer(s)2019-06-20$38,628
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-20$11,555
2018 : BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$30,744
Expenses. Total of all expenses incurred2018-12-31$14,175
Total plan assets at end of year2018-12-31$1,424,945
Total plan assets at beginning of year2018-12-31$1,408,376
Total contributions received or receivable from participants2018-12-31$56,900
Other income received2018-12-31$-77,456
Net income (gross income less expenses)2018-12-31$16,569
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,424,945
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,408,376
Total contributions received or receivable from employer(s)2018-12-31$51,300
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$14,175
2017 : BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$249,656
Expenses. Total of all expenses incurred2017-12-31$11,844
Benefits paid (including direct rollovers)2017-12-31$159
Total plan assets at end of year2017-12-31$1,408,376
Total plan assets at beginning of year2017-12-31$1,170,564
Total contributions received or receivable from participants2017-12-31$58,000
Other income received2017-12-31$143,915
Net income (gross income less expenses)2017-12-31$237,812
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,408,376
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,170,564
Total contributions received or receivable from employer(s)2017-12-31$47,741
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$11,685
2016 : BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$188,231
Expenses. Total of all expenses incurred2016-12-31$9,518
Total plan assets at end of year2016-12-31$1,170,564
Total plan assets at beginning of year2016-12-31$991,851
Total contributions received or receivable from participants2016-12-31$53,600
Other income received2016-12-31$81,889
Net income (gross income less expenses)2016-12-31$178,713
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,170,564
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$991,851
Total contributions received or receivable from employer(s)2016-12-31$52,742
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,518
2015 : BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$79,521
Expenses. Total of all expenses incurred2015-12-31$8,721
Total plan assets at end of year2015-12-31$991,851
Total plan assets at beginning of year2015-12-31$921,051
Total contributions received or receivable from participants2015-12-31$63,950
Other income received2015-12-31$-30,943
Net income (gross income less expenses)2015-12-31$70,800
Net plan assets at end of year (total assets less liabilities)2015-12-31$991,851
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$921,051
Total contributions received or receivable from employer(s)2015-12-31$46,514
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,721
2014 : BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$148,232
Expenses. Total of all expenses incurred2014-12-31$97,404
Benefits paid (including direct rollovers)2014-12-31$87,729
Total plan assets at end of year2014-12-31$921,051
Total plan assets at beginning of year2014-12-31$870,223
Value of fidelity bond covering the plan2014-12-31$80,000
Total contributions received or receivable from participants2014-12-31$35,391
Other income received2014-12-31$50,765
Net income (gross income less expenses)2014-12-31$50,828
Net plan assets at end of year (total assets less liabilities)2014-12-31$921,051
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$870,223
Total contributions received or receivable from employer(s)2014-12-31$62,076
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,675
2013 : BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$126,910
Expenses. Total of all expenses incurred2013-12-31$55,876
Benefits paid (including direct rollovers)2013-12-31$49,709
Total plan assets at end of year2013-12-31$870,223
Total plan assets at beginning of year2013-12-31$799,189
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$41,009
Other income received2013-12-31$53,700
Net income (gross income less expenses)2013-12-31$71,034
Net plan assets at end of year (total assets less liabilities)2013-12-31$870,223
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$799,189
Total contributions received or receivable from employer(s)2013-12-31$32,201
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,167

Form 5500 Responses for BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN

2019: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRIAN G. SEAHOLM, DMD 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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