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BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 401k Plan overview

Plan NameBARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN
Plan identification number 004

BARRY S. ERBSEN, DDS. A DENTAL CORP. 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
  • 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

BARRY S. ERBSEN, DDS has sponsored the creation of one or more 401k plans.

Company Name:BARRY S. ERBSEN, DDS
Employer identification number (EIN):953385730
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042020-07-01BARRY ERBSEN2021-10-15 BARRY ERBSEN2021-10-15
0042019-07-01BARRY ERBSEN2021-04-09 BARRY ERBSEN2021-04-09
0042018-07-01BARRY ERBSEN2020-04-08 BARRY ERBSEN2020-04-08
0042017-07-01BARRY ERBSEN2019-04-11 BARRY ERBSEN2019-04-11
0042016-07-01
0042015-07-01
0042014-07-01
0042013-07-01
0042012-07-01BLOCK CONSULTING ACTUARIES, INC. BLOCK CONSULTING ACTUARIES, INC.2014-04-09
0042011-07-01BLOCK CONSULTING ACTUARIES, INC.2012-12-18 BLOCK CONSULTING ACTUARIES, INC.2012-12-18
0042010-07-01BLOCK CONSULTING ACTUARIES, INC.2012-02-22 BLOCK CONSULTING ACTUARIES, INC.2012-02-22
0042009-07-01BLOCK CONSULTING ACTUARIES, INC. BLOCK CONSULTING ACTUARIES, INC.2011-03-23

Plan Statistics for BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN

401k plan membership statisitcs for BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN

Measure Date Value
2020: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-013
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-010
Total participants2020-07-010
Number of participants with account balances2020-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-013
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-013
Total of all active and inactive participants2019-07-013
Total participants2019-07-013
Number of participants with account balances2019-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-013
Total number of active participants reported on line 7a of the Form 55002018-07-012
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-011
Total of all active and inactive participants2018-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-013
Number of participants with account balances2018-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-013
Total number of active participants reported on line 7a of the Form 55002017-07-012
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-011
Total of all active and inactive participants2017-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-013
Number of participants with account balances2017-07-013
2016: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-014
Total number of active participants reported on line 7a of the Form 55002016-07-012
Number of retired or separated participants receiving benefits2016-07-011
Total of all active and inactive participants2016-07-013
Total participants2016-07-013
Number of participants with account balances2016-07-013
2015: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-014
Total number of active participants reported on line 7a of the Form 55002015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-014
Total participants2015-07-014
Number of participants with account balances2015-07-014
2014: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-015
Total number of active participants reported on line 7a of the Form 55002014-07-014
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-014
Total participants2014-07-014
Number of participants with account balances2014-07-014
2013: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-015
Total number of active participants reported on line 7a of the Form 55002013-07-014
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-015
Total participants2013-07-015
Number of participants with account balances2013-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-015
Total number of active participants reported on line 7a of the Form 55002012-07-014
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-011
Total of all active and inactive participants2012-07-015
Total participants2012-07-015
Number of participants with account balances2012-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2009: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-015
Total number of active participants reported on line 7a of the Form 55002009-07-014
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-015
Number of participants with account balances2009-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN

Measure Date Value
2021 : BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-06-30$232,500
Expenses. Total of all expenses incurred2021-06-30$2,120,484
Benefits paid (including direct rollovers)2021-06-30$2,120,484
Total plan assets at end of year2021-06-30$0
Total plan assets at beginning of year2021-06-30$1,887,984
Other income received2021-06-30$232,500
Net income (gross income less expenses)2021-06-30$-1,887,984
Net plan assets at end of year (total assets less liabilities)2021-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$1,887,984
Assets. Value of assets in partnership/joint-venture interests2021-06-30$0
2020 : BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-06-30$295,620
Expenses. Total of all expenses incurred2020-06-30$389,840
Benefits paid (including direct rollovers)2020-06-30$389,840
Total plan assets at end of year2020-06-30$1,887,984
Total plan assets at beginning of year2020-06-30$1,982,204
Other income received2020-06-30$295,620
Net income (gross income less expenses)2020-06-30$-94,220
Net plan assets at end of year (total assets less liabilities)2020-06-30$1,887,984
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$1,982,204
Assets. Value of assets in partnership/joint-venture interests2020-06-30$71,247
2019 : BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-06-30$40,046
Expenses. Total of all expenses incurred2019-06-30$0
Total plan assets at end of year2019-06-30$1,982,204
Total plan assets at beginning of year2019-06-30$1,942,158
Value of fidelity bond covering the plan2019-06-30$150,000
Other income received2019-06-30$40,046
Net income (gross income less expenses)2019-06-30$40,046
Net plan assets at end of year (total assets less liabilities)2019-06-30$1,982,204
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$1,942,158
Assets. Value of assets in partnership/joint-venture interests2019-06-30$71,247
2017 : BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-06-30$270,282
Expenses. Total of all expenses incurred2017-06-30$76,969
Benefits paid (including direct rollovers)2017-06-30$76,969
Total plan assets at end of year2017-06-30$1,806,639
Total plan assets at beginning of year2017-06-30$1,613,326
Value of fidelity bond covering the plan2017-06-30$150,000
Other income received2017-06-30$270,282
Net income (gross income less expenses)2017-06-30$193,313
Net plan assets at end of year (total assets less liabilities)2017-06-30$1,806,639
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$1,613,326
Assets. Value of assets in partnership/joint-venture interests2017-06-30$68,247
2016 : BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$3,403
Expenses. Total of all expenses incurred2016-06-30$70,200
Benefits paid (including direct rollovers)2016-06-30$70,200
Total plan assets at end of year2016-06-30$1,613,326
Total plan assets at beginning of year2016-06-30$1,680,123
Value of fidelity bond covering the plan2016-06-30$150,000
Other income received2016-06-30$3,403
Net income (gross income less expenses)2016-06-30$-66,797
Net plan assets at end of year (total assets less liabilities)2016-06-30$1,613,326
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$1,680,123
Assets. Value of assets in partnership/joint-venture interests2016-06-30$39,326
2015 : BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$133,831
Expenses. Total of all expenses incurred2015-06-30$52,100
Benefits paid (including direct rollovers)2015-06-30$52,100
Total plan assets at end of year2015-06-30$1,680,123
Total plan assets at beginning of year2015-06-30$1,598,392
Value of fidelity bond covering the plan2015-06-30$150,000
Other income received2015-06-30$133,831
Net income (gross income less expenses)2015-06-30$81,731
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,680,123
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,598,392
Assets. Value of assets in partnership/joint-venture interests2015-06-30$29,514
2014 : BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$210,536
Expenses. Total of all expenses incurred2014-06-30$48,336
Benefits paid (including direct rollovers)2014-06-30$48,336
Total plan assets at end of year2014-06-30$1,598,392
Total plan assets at beginning of year2014-06-30$1,436,192
Value of fidelity bond covering the plan2014-06-30$150,000
Other income received2014-06-30$210,536
Net income (gross income less expenses)2014-06-30$162,200
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,598,392
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,436,192
Assets. Value of assets in partnership/joint-venture interests2014-06-30$35,916
2013 : BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$105,125
Expenses. Total of all expenses incurred2013-06-30$48,000
Benefits paid (including direct rollovers)2013-06-30$48,000
Total plan assets at end of year2013-06-30$1,436,192
Total plan assets at beginning of year2013-06-30$1,379,067
Value of fidelity bond covering the plan2013-06-30$150,000
Total contributions received or receivable from participants2013-06-30$0
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$105,125
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$57,125
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,436,192
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,379,067
Assets. Value of assets in partnership/joint-venture interests2013-06-30$42,802
Total contributions received or receivable from employer(s)2013-06-30$0
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0

Form 5500 Responses for BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING PLAN

2020: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING 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 filingYes
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: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING 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: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING 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: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING 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: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING 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: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING 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: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING 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: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING 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: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING 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
2009: BARRY S. ERBSEN, DDS. A DENTAL CORP. PROFIT SHARING 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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