401k Plan data: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST plan

LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number	002

LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
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.
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

LEHRIAN AND PALO ORAL SURGERY PC has sponsored the creation of one or more 401k plans.

Company Name: LEHRIAN AND PALO ORAL SURGERY PC

Employer identification number (EIN): 251419773

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DAVID E PALO 2024-10-14
002 2022-01-01 DAVID E PALO 2023-10-16
002 2021-01-01 DAVID E PALO 2022-08-12
002 2020-01-01 DAVID E PALO 2021-10-08
002 2019-01-01 DAVID E PALO 2020-10-07
002 2018-01-01 DAVID E PALO 2019-08-19
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 DAVID PALO
002 2011-01-01 JOHN F LEHRIAN
002 2010-01-01 JOHN F LEHRIAN
002 2009-01-01 JOHN F LEHRIAN JOHN F LEHRIAN 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	DAVID E PALO	2024-10-14
002	2022-01-01	DAVID E PALO	2023-10-16
002	2021-01-01	DAVID E PALO	2022-08-12
002	2020-01-01	DAVID E PALO	2021-10-08
002	2019-01-01	DAVID E PALO	2020-10-07
002	2018-01-01	DAVID E PALO	2019-08-19
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	DAVID PALO
002	2011-01-01	JOHN F LEHRIAN
002	2010-01-01	JOHN F LEHRIAN
002	2009-01-01	JOHN F LEHRIAN		JOHN F LEHRIAN	2010-07-26

Plan Statistics for LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 6
Total participants 2023-01-01 6
Number of participants with account balances 2023-01-01 6
2022: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 6
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
2021: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 7
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
2020: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 7
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
2019: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 8
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
2017: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 9
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
2016: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 10
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
2015: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 10
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
2014: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 9
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 11
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 10
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 11
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
2010: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 11
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
2009: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 10
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10

Measure	Date	Value
2023: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	6
Total participants	2023-01-01	6
Number of participants with account balances	2023-01-01	6
2022: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	6
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
2021: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	7
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
2020: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	7
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
2019: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	8
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
2017: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	9
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
2016: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	10
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
2015: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	10
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
2014: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	9
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	11
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	10
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	11
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
2010: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	11
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
2009: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	10
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10

Financial Data on LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$9,061
Expenses. Total of all expenses incurred	2023-12-31	$5,000
Benefits paid (including direct rollovers)	2023-12-31	$5,000
Total plan assets at end of year	2023-12-31	$79,965
Total plan assets at beginning of year	2023-12-31	$75,904
Value of fidelity bond covering the plan	2023-12-31	$325,000
Other income received	2023-12-31	$5,446
Net income (gross income less expenses)	2023-12-31	$4,061
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$79,965
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$75,904
Total contributions received or receivable from employer(s)	2023-12-31	$3,615
2022 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-8,609
Expenses. Total of all expenses incurred	2022-12-31	$2,051
Benefits paid (including direct rollovers)	2022-12-31	$2,051
Total plan assets at end of year	2022-12-31	$75,904
Total plan assets at beginning of year	2022-12-31	$86,564
Value of fidelity bond covering the plan	2022-12-31	$325,000
Other income received	2022-12-31	$-12,604
Net income (gross income less expenses)	2022-12-31	$-10,660
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$75,904
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$86,564
Total contributions received or receivable from employer(s)	2022-12-31	$3,995
2021 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$15,579
Expenses. Total of all expenses incurred	2021-12-31	$23,347
Benefits paid (including direct rollovers)	2021-12-31	$23,347
Total plan assets at end of year	2021-12-31	$86,564
Total plan assets at beginning of year	2021-12-31	$94,332
Value of fidelity bond covering the plan	2021-12-31	$325,000
Total contributions received or receivable from participants	2021-12-31	$3,450
Other income received	2021-12-31	$8,134
Net income (gross income less expenses)	2021-12-31	$-7,768
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$86,564
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$94,332
Total contributions received or receivable from employer(s)	2021-12-31	$3,995
2020 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$8,486
Expenses. Total of all expenses incurred	2020-12-31	$101,989
Benefits paid (including direct rollovers)	2020-12-31	$101,989
Total plan assets at end of year	2020-12-31	$94,332
Total plan assets at beginning of year	2020-12-31	$187,835
Value of fidelity bond covering the plan	2020-12-31	$325,000
Other income received	2020-12-31	$4,819
Net income (gross income less expenses)	2020-12-31	$-93,503
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$94,332
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$187,835
Total contributions received or receivable from employer(s)	2020-12-31	$3,667
2019 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$17,376
Expenses. Total of all expenses incurred	2019-12-31	$141,452
Benefits paid (including direct rollovers)	2019-12-31	$141,452
Total plan assets at end of year	2019-12-31	$187,835
Total plan assets at beginning of year	2019-12-31	$311,911
Value of fidelity bond covering the plan	2019-12-31	$325,000
Other income received	2019-12-31	$13,538
Net income (gross income less expenses)	2019-12-31	$-124,076
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$187,835
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$311,911
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$3,838
2018 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-90,656
Expenses. Total of all expenses incurred	2018-12-31	$125,394
Benefits paid (including direct rollovers)	2018-12-31	$125,344
Total plan assets at end of year	2018-12-31	$311,911
Total plan assets at beginning of year	2018-12-31	$527,961
Value of fidelity bond covering the plan	2018-12-31	$325,000
Other income received	2018-12-31	$-96,687
Net income (gross income less expenses)	2018-12-31	$-216,050
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$311,911
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$527,961
Total contributions received or receivable from employer(s)	2018-12-31	$6,031
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$50
2017 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$53,428
Total plan assets at end of year	2017-12-31	$527,961
Total plan assets at beginning of year	2017-12-31	$474,533
Value of fidelity bond covering the plan	2017-12-31	$325,000
Contributions received from other sources (not participants or employers)	2017-12-31	$47,223
Net income (gross income less expenses)	2017-12-31	$53,428
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$527,961
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$474,533
Total contributions received or receivable from employer(s)	2017-12-31	$6,205
2016 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$94,159
Total plan assets at end of year	2016-12-31	$474,533
Total plan assets at beginning of year	2016-12-31	$380,374
Value of fidelity bond covering the plan	2016-12-31	$325,000
Other income received	2016-12-31	$87,180
Net income (gross income less expenses)	2016-12-31	$94,159
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$474,533
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$380,374
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$6,979
2015 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$-2,387,125
Total income from all sources	2015-12-31	$241,760
Expenses. Total of all expenses incurred	2015-12-31	$5,894
Benefits paid (including direct rollovers)	2015-12-31	$5,000
Total plan assets at end of year	2015-12-31	$380,374
Total plan assets at beginning of year	2015-12-31	$2,531,633
Value of fidelity bond covering the plan	2015-12-31	$325,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$849
Other income received	2015-12-31	$175,134
Net income (gross income less expenses)	2015-12-31	$235,866
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$380,374
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,531,633
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$66,626
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$45
2014 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$193,427
Expenses. Total of all expenses incurred	2014-12-31	$459,453
Benefits paid (including direct rollovers)	2014-12-31	$459,360
Total plan assets at end of year	2014-12-31	$2,531,633
Total plan assets at beginning of year	2014-12-31	$2,797,659
Value of fidelity bond covering the plan	2014-12-31	$325,000
Total contributions received or receivable from participants	2014-12-31	$9,100
Expenses. Other expenses not covered elsewhere	2014-12-31	$93
Other income received	2014-12-31	$125,747
Net income (gross income less expenses)	2014-12-31	$-266,026
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,531,633
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,797,659
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$6,765
Total contributions received or receivable from employer(s)	2014-12-31	$58,580
2013 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$173,002
Expenses. Total of all expenses incurred	2013-12-31	$9,286
Benefits paid (including direct rollovers)	2013-12-31	$7,687
Total plan assets at end of year	2013-12-31	$2,797,659
Total plan assets at beginning of year	2013-12-31	$2,633,943
Value of fidelity bond covering the plan	2013-12-31	$324,000
Other income received	2013-12-31	$65,773
Net income (gross income less expenses)	2013-12-31	$163,716
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,797,659
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,633,943
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$3,275
Total contributions received or receivable from employer(s)	2013-12-31	$107,229
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,599
2012 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$261,617
Expenses. Total of all expenses incurred	2012-12-31	$314,093
Benefits paid (including direct rollovers)	2012-12-31	$313,973
Total plan assets at end of year	2012-12-31	$2,633,943
Total plan assets at beginning of year	2012-12-31	$2,686,419
Value of fidelity bond covering the plan	2012-12-31	$324,000
Total contributions received or receivable from participants	2012-12-31	$5,500
Other income received	2012-12-31	$149,216
Net income (gross income less expenses)	2012-12-31	$-52,476
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,633,943
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,686,419
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$5,794
Total contributions received or receivable from employer(s)	2012-12-31	$106,901
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$120
2011 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$154,183
Expenses. Total of all expenses incurred	2011-12-31	$702,940
Benefits paid (including direct rollovers)	2011-12-31	$700,000
Total plan assets at end of year	2011-12-31	$2,686,419
Total plan assets at beginning of year	2011-12-31	$3,235,176
Value of fidelity bond covering the plan	2011-12-31	$324,000
Other income received	2011-12-31	$45,080
Net income (gross income less expenses)	2011-12-31	$-548,757
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,686,419
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,235,176
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$109,103
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,940
2010 : LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$282,593
Expenses. Total of all expenses incurred	2010-12-31	$1,730
Total plan assets at end of year	2010-12-31	$3,235,176
Total plan assets at beginning of year	2010-12-31	$2,954,313
Value of fidelity bond covering the plan	2010-12-31	$300,000
Other income received	2010-12-31	$178,402
Net income (gross income less expenses)	2010-12-31	$280,863
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,235,176
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,954,313
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$104,191
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,730

Form 5500 Responses for LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

2023: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LEHRIAN AND PALO ORAL SURGERY PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEHRIAN AND PALO ORAL SURGERY PC
Employer identification number (EIN):	251419773
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists