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STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameSTEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN
Plan identification number 002

STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) 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
  • 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

STEVEN F. BRIZENDINE, D.D.S., M.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:STEVEN F. BRIZENDINE, D.D.S., M.S., INC.
Employer identification number (EIN):942168742
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01STEVEN F. BRIZENDINE, D.D.S., M.S.2024-03-13
0022021-07-01STEVEN F. BRIZENDINE, D.D.S., M.S.2023-04-14
0022020-07-01STEVEN F. BRIZENDINE, D.D.S., M.S.2022-04-14
0022019-07-01
0022018-07-01
0022017-07-01STEVEN F. BRIZENDINE, D.D.S., M.S.
0022016-07-01STEVEN F. BRIZENDINE, D.D.S., M.S.
0022015-07-01STEVEN F. BRIZENDINE, D.D.S., M.S.
0022014-07-01STEVEN F. BRIZENDINE, D.D.S., M.S.
0022013-07-01STEVEN F. BRIZENDINE, D.D.S., M.S.
0022012-07-01STEVEN F. BRIZENDINE, D.D.S., M.S.
0022011-07-01STEVEN F. BRIZENDINE, D.D.S., M.S.
0022010-07-01STEVEN F. BRIZENDINE, D.D.S., M.S.
0022009-07-01STEVEN F. BRIZENDINE, D.D.S., M.S.

Plan Statistics for STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-0111
Total number of active participants reported on line 7a of the Form 55002022-07-019
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-011
Total of all active and inactive participants2022-07-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-0110
Number of participants with account balances2022-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0111
Total number of active participants reported on line 7a of the Form 55002021-07-019
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-011
Total of all active and inactive participants2021-07-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-0110
Number of participants with account balances2021-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0111
Total number of active participants reported on line 7a of the Form 55002020-07-019
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-012
Total of all active and inactive participants2020-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-0111
Number of participants with account balances2020-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
2019: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0111
Total number of active participants reported on line 7a of the Form 55002019-07-019
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-011
Total of all active and inactive participants2019-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0111
Number of participants with account balances2019-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0111
Total number of active participants reported on line 7a of the Form 55002018-07-018
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-012
Total of all active and inactive participants2018-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0111
Number of participants with account balances2018-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0111
Total number of active participants reported on line 7a of the Form 55002017-07-016
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-014
Total of all active and inactive participants2017-07-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0110
Number of participants with account balances2017-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-013
2016: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0112
Total number of active participants reported on line 7a of the Form 55002016-07-019
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-012
Total of all active and inactive participants2016-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0111
Number of participants with account balances2016-07-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0111
Total number of active participants reported on line 7a of the Form 55002015-07-0111
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0112
Number of participants with account balances2015-07-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0110
Total number of active participants reported on line 7a of the Form 55002014-07-019
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-012
Total of all active and inactive participants2014-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0111
Number of participants with account balances2014-07-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0111
Total number of active participants reported on line 7a of the Form 55002013-07-018
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-018
Number of participants with account balances2013-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0111
Total number of active participants reported on line 7a of the Form 55002012-07-017
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-014
Total of all active and inactive participants2012-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0111
Number of participants with account balances2012-07-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0111
Total number of active participants reported on line 7a of the Form 55002011-07-0111
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0111
Number of participants with account balances2011-07-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0111
Total number of active participants reported on line 7a of the Form 55002010-07-0111
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0111
Number of participants with account balances2010-07-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0113
Total number of active participants reported on line 7a of the Form 55002009-07-019
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0111
Number of participants with account balances2009-07-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2023 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-06-30$0
Total plan liabilities at end of year2023-06-30$20,955
Total plan liabilities at beginning of year2023-06-30$17,454
Total income from all sources2023-06-30$-9,233
Expenses. Total of all expenses incurred2023-06-30$1,644
Benefits paid (including direct rollovers)2023-06-30$0
Total plan assets at end of year2023-06-30$577,896
Total plan assets at beginning of year2023-06-30$585,272
Value of fidelity bond covering the plan2023-06-30$125,000
Total contributions received or receivable from participants2023-06-30$10,446
Expenses. Other expenses not covered elsewhere2023-06-30$0
Contributions received from other sources (not participants or employers)2023-06-30$0
Other income received2023-06-30$-27,846
Noncash contributions received2023-06-30$0
Net income (gross income less expenses)2023-06-30$-10,877
Net plan assets at end of year (total assets less liabilities)2023-06-30$556,941
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$567,818
Total contributions received or receivable from employer(s)2023-06-30$8,167
Value of certain deemed distributions of participant loans2023-06-30$0
Value of corrective distributions2023-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$1,644
2022 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total plan liabilities at end of year2022-06-30$3,209
Total plan liabilities at beginning of year2022-06-30$15,210
Total income from all sources2022-06-30$33,002
Expenses. Total of all expenses incurred2022-06-30$13,171
Benefits paid (including direct rollovers)2022-06-30$11,672
Total plan assets at end of year2022-06-30$585,422
Total plan assets at beginning of year2022-06-30$577,592
Value of fidelity bond covering the plan2022-06-30$125,000
Total contributions received or receivable from participants2022-06-30$13,555
Expenses. Other expenses not covered elsewhere2022-06-30$0
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$7,447
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$19,831
Net plan assets at end of year (total assets less liabilities)2022-06-30$582,213
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$562,382
Total contributions received or receivable from employer(s)2022-06-30$12,000
Value of certain deemed distributions of participant loans2022-06-30$0
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$1,499
2021 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$15,210
Total plan liabilities at beginning of year2021-06-30$412
Total income from all sources2021-06-30$83,332
Expenses. Total of all expenses incurred2021-06-30$2,798
Benefits paid (including direct rollovers)2021-06-30$0
Total plan assets at end of year2021-06-30$577,592
Total plan assets at beginning of year2021-06-30$482,260
Value of fidelity bond covering the plan2021-06-30$125,000
Total contributions received or receivable from participants2021-06-30$5,164
Expenses. Other expenses not covered elsewhere2021-06-30$0
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$74,321
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$80,534
Net plan assets at end of year (total assets less liabilities)2021-06-30$562,382
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$481,848
Total contributions received or receivable from employer(s)2021-06-30$3,847
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$2,798
2020 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$412
Total plan liabilities at beginning of year2020-06-30$262
Total income from all sources2020-06-30$-34,721
Expenses. Total of all expenses incurred2020-06-30$5,364
Benefits paid (including direct rollovers)2020-06-30$515
Total plan assets at end of year2020-06-30$482,260
Total plan assets at beginning of year2020-06-30$522,195
Value of fidelity bond covering the plan2020-06-30$125,000
Total contributions received or receivable from participants2020-06-30$5,830
Expenses. Other expenses not covered elsewhere2020-06-30$4,499
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$-44,037
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$-40,085
Net plan assets at end of year (total assets less liabilities)2020-06-30$481,848
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$521,933
Total contributions received or receivable from employer(s)2020-06-30$3,486
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$350
2019 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-06-30$0
Total plan liabilities at end of year2019-06-30$262
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$-6,097
Expenses. Total of all expenses incurred2019-06-30$61,664
Benefits paid (including direct rollovers)2019-06-30$44,753
Total plan assets at end of year2019-06-30$522,195
Total plan assets at beginning of year2019-06-30$589,694
Value of fidelity bond covering the plan2019-06-30$125,000
Total contributions received or receivable from participants2019-06-30$5,187
Expenses. Other expenses not covered elsewhere2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$-14,848
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$-67,761
Net plan assets at end of year (total assets less liabilities)2019-06-30$521,933
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$589,694
Total contributions received or receivable from employer(s)2019-06-30$3,564
Value of certain deemed distributions of participant loans2019-06-30$11,044
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$5,867
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-06-30$0
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$51,989
Expenses. Total of all expenses incurred2018-06-30$6,520
Benefits paid (including direct rollovers)2018-06-30$1,304
Total plan assets at end of year2018-06-30$589,694
Total plan assets at beginning of year2018-06-30$544,225
Value of fidelity bond covering the plan2018-06-30$100,000
Total contributions received or receivable from participants2018-06-30$5,200
Expenses. Other expenses not covered elsewhere2018-06-30$0
Contributions received from other sources (not participants or employers)2018-06-30$0
Other income received2018-06-30$42,237
Noncash contributions received2018-06-30$0
Net income (gross income less expenses)2018-06-30$45,469
Net plan assets at end of year (total assets less liabilities)2018-06-30$589,694
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$544,225
Assets. Value of participant loans2018-06-30$11,044
Total contributions received or receivable from employer(s)2018-06-30$4,552
Value of certain deemed distributions of participant loans2018-06-30$0
Value of corrective distributions2018-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$5,216
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$58,223
Expenses. Total of all expenses incurred2017-06-30$34,310
Benefits paid (including direct rollovers)2017-06-30$29,362
Total plan assets at end of year2017-06-30$544,225
Total plan assets at beginning of year2017-06-30$520,312
Value of fidelity bond covering the plan2017-06-30$100,000
Total contributions received or receivable from participants2017-06-30$4,700
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$49,306
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$23,913
Net plan assets at end of year (total assets less liabilities)2017-06-30$544,225
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$520,312
Assets. Value of participant loans2017-06-30$11,003
Total contributions received or receivable from employer(s)2017-06-30$4,217
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$4,948
2016 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$8,200
Total income from all sources2016-06-30$1,875
Expenses. Total of all expenses incurred2016-06-30$106,290
Benefits paid (including direct rollovers)2016-06-30$100,874
Total plan assets at end of year2016-06-30$520,312
Total plan assets at beginning of year2016-06-30$632,927
Value of fidelity bond covering the plan2016-06-30$100,000
Total contributions received or receivable from participants2016-06-30$3,900
Other income received2016-06-30$-12,690
Net income (gross income less expenses)2016-06-30$-104,415
Net plan assets at end of year (total assets less liabilities)2016-06-30$520,312
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$624,727
Assets. Value of participant loans2016-06-30$11,233
Total contributions received or receivable from employer(s)2016-06-30$10,665
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$5,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$8,200
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$26,797
Expenses. Total of all expenses incurred2015-06-30$458,599
Benefits paid (including direct rollovers)2015-06-30$450,294
Total plan assets at end of year2015-06-30$632,927
Total plan assets at beginning of year2015-06-30$1,056,529
Value of fidelity bond covering the plan2015-06-30$105,653
Total contributions received or receivable from participants2015-06-30$2,750
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$8,871
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$-431,802
Net plan assets at end of year (total assets less liabilities)2015-06-30$624,727
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,056,529
Assets. Value of participant loans2015-06-30$10,741
Total contributions received or receivable from employer(s)2015-06-30$15,176
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$8,305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$211,923
Expenses. Total of all expenses incurred2014-06-30$275,728
Benefits paid (including direct rollovers)2014-06-30$265,272
Total plan assets at end of year2014-06-30$1,056,529
Total plan assets at beginning of year2014-06-30$1,120,334
Value of fidelity bond covering the plan2014-06-30$113,000
Total contributions received or receivable from participants2014-06-30$2,600
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$165,023
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$-63,805
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,056,529
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,120,334
Assets. Value of participant loans2014-06-30$67,021
Total contributions received or receivable from employer(s)2014-06-30$44,300
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$10,456
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$152,526
Expenses. Total of all expenses incurred2013-06-30$8,773
Benefits paid (including direct rollovers)2013-06-30$0
Total plan assets at end of year2013-06-30$1,120,334
Total plan assets at beginning of year2013-06-30$976,581
Value of fidelity bond covering the plan2013-06-30$100,000
Total contributions received or receivable from participants2013-06-30$2,600
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$146,547
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$143,753
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,120,334
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$976,581
Assets. Value of participant loans2013-06-30$65,042
Total contributions received or receivable from employer(s)2013-06-30$3,379
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$8,773
2012 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$-12,483
Expenses. Total of all expenses incurred2012-06-30$7,410
Benefits paid (including direct rollovers)2012-06-30$0
Total plan assets at end of year2012-06-30$976,581
Total plan assets at beginning of year2012-06-30$996,474
Value of fidelity bond covering the plan2012-06-30$100,000
Total contributions received or receivable from participants2012-06-30$2,600
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$-50,083
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$-19,893
Net plan assets at end of year (total assets less liabilities)2012-06-30$976,581
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$996,474
Assets. Value of participant loans2012-06-30$48,193
Total contributions received or receivable from employer(s)2012-06-30$35,000
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$7,410
2011 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$222,629
Expenses. Total of all expenses incurred2011-06-30$24,556
Benefits paid (including direct rollovers)2011-06-30$16,903
Total plan assets at end of year2011-06-30$996,474
Total plan assets at beginning of year2011-06-30$798,401
Value of fidelity bond covering the plan2011-06-30$100,000
Total contributions received or receivable from participants2011-06-30$2,600
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$163,764
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$198,073
Net plan assets at end of year (total assets less liabilities)2011-06-30$996,474
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$798,401
Assets. Value of participant loans2011-06-30$47,799
Total contributions received or receivable from employer(s)2011-06-30$56,265
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$7,653
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN

2022: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: STEVEN F. BRIZENDINE, D.D.S., M.S., INC. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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