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PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN 401k Plan overview

Plan NamePAUL M SHERICK DDS MS PC PROFIT SHARING PLAN
Plan identification number 001

PAUL M SHERICK DDS MS PC 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PAUL M SHERICK DDS MS PC has sponsored the creation of one or more 401k plans.

Company Name:PAUL M SHERICK DDS MS PC
Employer identification number (EIN):203971143
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KATHRYN SHERICK2024-09-20
0012023-01-01KATHRYN SHERICK2024-07-17
0012023-01-01KATHRYN SHERICK2024-09-20
0012022-01-01KATHRYN SHERICK2023-09-12 KATHRYN SHERICK2023-09-12
0012021-01-01KATHRYN SHERICK2022-07-08
0012020-01-01KATHRYN SHERICK2021-09-22
0012019-01-01KATHRYN SHERICK2020-08-22
0012018-01-01KATHRYN SHERICK2019-09-23
0012017-01-01KATHRYN SHERICK2018-10-10
0012016-01-01KATHRYN SHERICK2017-10-15
0012015-01-01PAUL M SHERICK
0012014-01-01PAUL M SHERICK
0012013-01-01PAUL M SHERICK
0012012-01-01PAUL M SHERICK
0012011-01-01PAUL M SHERICK
0012009-01-01PAUL M SHERICK

Plan Statistics for PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN

401k plan membership statisitcs for PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN

Measure Date Value
2015: PAUL M SHERICK DDS MS PC 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 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-019
Total participants2015-01-019
Number of participants with account balances2015-01-018
2014: PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-018
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
2013: PAUL M SHERICK DDS MS PC 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 55002013-01-017
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
Number of participants with account balances2013-01-017
2012: PAUL M SHERICK DDS MS PC 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 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-017
Total participants2012-01-017
Number of participants with account balances2012-01-016
2011: PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-017
Total of all active and inactive participants2009-01-017
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN

Measure Date Value
2015 : PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$24,237
Expenses. Total of all expenses incurred2015-12-31$51,852
Benefits paid (including direct rollovers)2015-12-31$42,539
Total plan assets at end of year2015-12-31$1,042,891
Total plan assets at beginning of year2015-12-31$1,070,506
Total contributions received or receivable from participants2015-12-31$2,796
Other income received2015-12-31$-10,233
Net income (gross income less expenses)2015-12-31$-27,615
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,042,891
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,070,506
Total contributions received or receivable from employer(s)2015-12-31$31,674
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,313
2014 : PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$137,641
Expenses. Total of all expenses incurred2014-12-31$6,602
Total plan assets at end of year2014-12-31$1,070,506
Total plan assets at beginning of year2014-12-31$939,467
Other income received2014-12-31$105,552
Net income (gross income less expenses)2014-12-31$131,039
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,070,506
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$939,467
Total contributions received or receivable from employer(s)2014-12-31$32,089
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,602
2013 : PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$176,888
Expenses. Total of all expenses incurred2013-12-31$5,517
Total plan assets at end of year2013-12-31$939,467
Total plan assets at beginning of year2013-12-31$768,096
Other income received2013-12-31$141,888
Net income (gross income less expenses)2013-12-31$171,371
Net plan assets at end of year (total assets less liabilities)2013-12-31$939,467
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$768,096
Total contributions received or receivable from employer(s)2013-12-31$35,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,517
2012 : PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$95,832
Expenses. Total of all expenses incurred2012-12-31$5,811
Benefits paid (including direct rollovers)2012-12-31$813
Total plan assets at end of year2012-12-31$768,096
Total plan assets at beginning of year2012-12-31$678,075
Other income received2012-12-31$57,439
Net income (gross income less expenses)2012-12-31$90,021
Net plan assets at end of year (total assets less liabilities)2012-12-31$768,096
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$678,075
Total contributions received or receivable from employer(s)2012-12-31$38,393
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,998
2011 : PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-140,745
Expenses. Total of all expenses incurred2011-12-31$5,387
Benefits paid (including direct rollovers)2011-12-31$1,104
Total plan assets at end of year2011-12-31$527,462
Total plan assets at beginning of year2011-12-31$673,594
Other income received2011-12-31$-176,728
Net income (gross income less expenses)2011-12-31$-146,132
Net plan assets at end of year (total assets less liabilities)2011-12-31$527,462
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$673,594
Total contributions received or receivable from employer(s)2011-12-31$35,983
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,283
2010 : PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$141,245
Expenses. Total of all expenses incurred2010-12-31$11,034
Benefits paid (including direct rollovers)2010-12-31$6,389
Total plan assets at end of year2010-12-31$673,594
Total plan assets at beginning of year2010-12-31$543,383
Other income received2010-12-31$72,524
Net income (gross income less expenses)2010-12-31$130,211
Net plan assets at end of year (total assets less liabilities)2010-12-31$673,594
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$543,383
Total contributions received or receivable from employer(s)2010-12-31$68,721
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,645

Form 5500 Responses for PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN

2015: PAUL M SHERICK DDS MS PC 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: PAUL M SHERICK DDS MS PC 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: PAUL M SHERICK DDS MS PC 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: PAUL M SHERICK DDS MS PC 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: PAUL M SHERICK DDS MS PC 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: PAUL M SHERICK DDS MS PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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