Logo

B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameB ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN
Plan identification number 001

B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

B ELLIS PARROTT DDS INC has sponsored the creation of one or more 401k plans.

Company Name:B ELLIS PARROTT DDS INC
Employer identification number (EIN):270921351
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-10-08
0012020-01-01
0012019-01-01
0012018-01-01ALEXIS V. PARROTT2019-09-15 ALEXIS V. PARROTT2019-09-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BRENT PARROTT
0012011-01-01BRENT PARROTT

Financial Data on B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN

Measure Date Value
2024 : B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0821382
Net assets as of the end of the plan year2024-10-081382863
Total assets as of the beginning of the plan year2024-10-081081111
Value of plan covered by a fidelity bond2024-10-08109000
Participant contributions to plan in this plan year2024-10-08115449
Other income to plan in this plan year2024-10-08164679
Plan net income in this plan year2024-10-08301752
Net assets as of the end of the plan year2024-10-081382863
Net assets as of the beginning of the plan year2024-10-081081111
Employer contributions to plan in this plan year2024-10-0843006
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0812678
2018 : B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$216
Total plan liabilities at beginning of year2018-12-31$6,601
Total income from all sources2018-12-31$196,066
Expenses. Total of all expenses incurred2018-12-31$596,480
Benefits paid (including direct rollovers)2018-12-31$582,097
Total plan assets at end of year2018-12-31$667,710
Total plan assets at beginning of year2018-12-31$1,074,509
Value of fidelity bond covering the plan2018-12-31$400,000
Assets. Value of tangible personal property2018-12-31$0
Total contributions received or receivable from participants2018-12-31$50,679
Expenses. Other expenses not covered elsewhere2018-12-31$2,668
Contributions received from other sources (not participants or employers)2018-12-31$6,228
Other income received2018-12-31$106,423
Net income (gross income less expenses)2018-12-31$-400,414
Net plan assets at end of year (total assets less liabilities)2018-12-31$667,494
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,067,908
Assets. Value of assets in partnership/joint-venture interests2018-12-31$0
Assets. Value of real-estate (other than employer real property)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$32,736
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$11,715
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$6,601
Total plan liabilities at beginning of year2017-12-31$12,508
Total income from all sources2017-12-31$249,198
Expenses. Total of all expenses incurred2017-12-31$491,822
Benefits paid (including direct rollovers)2017-12-31$476,117
Total plan assets at end of year2017-12-31$1,074,509
Total plan assets at beginning of year2017-12-31$1,323,040
Value of fidelity bond covering the plan2017-12-31$400,000
Assets. Value of tangible personal property2017-12-31$24,542
Total contributions received or receivable from participants2017-12-31$58,414
Expenses. Other expenses not covered elsewhere2017-12-31$4,052
Other income received2017-12-31$154,091
Net income (gross income less expenses)2017-12-31$-242,624
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,067,908
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,310,532
Assets. Value of assets in partnership/joint-venture interests2017-12-31$56,450
Assets. Value of real-estate (other than employer real property)2017-12-31$111,168
Total contributions received or receivable from employer(s)2017-12-31$36,693
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$11,653
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$12,508
Total plan liabilities at beginning of year2016-12-31$13,103
Total income from all sources2016-12-31$228,477
Expenses. Total of all expenses incurred2016-12-31$89,606
Benefits paid (including direct rollovers)2016-12-31$68,482
Total plan assets at end of year2016-12-31$1,323,040
Total plan assets at beginning of year2016-12-31$1,184,764
Value of fidelity bond covering the plan2016-12-31$400,000
Assets. Value of tangible personal property2016-12-31$41,089
Total contributions received or receivable from participants2016-12-31$75,398
Expenses. Other expenses not covered elsewhere2016-12-31$6,847
Contributions received from other sources (not participants or employers)2016-12-31$13,614
Other income received2016-12-31$96,298
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$138,871
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,310,532
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,171,661
Assets. Value of assets in partnership/joint-venture interests2016-12-31$56,450
Assets. Value of real-estate (other than employer real property)2016-12-31$113,998
Total contributions received or receivable from employer(s)2016-12-31$43,167
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$14,277
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$13,103
Total plan liabilities at beginning of year2015-12-31$3,135
Total income from all sources2015-12-31$119,200
Expenses. Total of all expenses incurred2015-12-31$16,340
Benefits paid (including direct rollovers)2015-12-31$3,852
Total plan assets at end of year2015-12-31$1,184,764
Total plan assets at beginning of year2015-12-31$1,071,936
Value of fidelity bond covering the plan2015-12-31$400,000
Assets. Value of tangible personal property2015-12-31$40,491
Total contributions received or receivable from participants2015-12-31$82,317
Assets. Value of loans (other than to participants)2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$5,571
Contributions received from other sources (not participants or employers)2015-12-31$18,176
Other income received2015-12-31$-12,974
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$102,860
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,171,661
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,068,801
Assets. Value of assets in partnership/joint-venture interests2015-12-31$31,450
Assets. Value of real-estate (other than employer real property)2015-12-31$116,828
Total contributions received or receivable from employer(s)2015-12-31$31,681
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,917
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$3,135
Total income from all sources2014-12-31$120,928
Expenses. Total of all expenses incurred2014-12-31$8,993
Benefits paid (including direct rollovers)2014-12-31$3,529
Total plan assets at end of year2014-12-31$1,071,936
Total plan assets at beginning of year2014-12-31$956,866
Value of fidelity bond covering the plan2014-12-31$400,000
Assets. Value of tangible personal property2014-12-31$33,544
Total contributions received or receivable from participants2014-12-31$73,704
Assets. Value of loans (other than to participants)2014-12-31$4,234
Other income received2014-12-31$13,821
Net income (gross income less expenses)2014-12-31$111,935
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,068,801
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$956,866
Assets. Value of participant loans2014-12-31$0
Assets. Value of assets in partnership/joint-venture interests2014-12-31$35,200
Assets. Value of real-estate (other than employer real property)2014-12-31$119,365
Total contributions received or receivable from employer(s)2014-12-31$33,403
Value of certain deemed distributions of participant loans2014-12-31$5,464
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$95,956
Expenses. Total of all expenses incurred2013-12-31$5,795
Benefits paid (including direct rollovers)2013-12-31$3,300
Total plan assets at end of year2013-12-31$956,866
Total plan assets at beginning of year2013-12-31$866,705
Value of fidelity bond covering the plan2013-12-31$400,000
Assets. Value of tangible personal property2013-12-31$42,706
Total contributions received or receivable from participants2013-12-31$63,805
Assets. Value of loans (other than to participants)2013-12-31$35,000
Other income received2013-12-31$3,792
Net income (gross income less expenses)2013-12-31$90,161
Net plan assets at end of year (total assets less liabilities)2013-12-31$956,866
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$866,705
Assets. Value of participant loans2013-12-31$1,315
Assets. Value of assets in partnership/joint-venture interests2013-12-31$35,200
Assets. Value of real-estate (other than employer real property)2013-12-31$117,876
Total contributions received or receivable from employer(s)2013-12-31$28,359
Value of certain deemed distributions of participant loans2013-12-31$90
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$57,954
Expenses. Total of all expenses incurred2012-12-31$14,715
Benefits paid (including direct rollovers)2012-12-31$10,327
Total plan assets at end of year2012-12-31$866,705
Total plan assets at beginning of year2012-12-31$823,466
Value of fidelity bond covering the plan2012-12-31$400,000
Assets. Value of tangible personal property2012-12-31$44,250
Total contributions received or receivable from participants2012-12-31$61,371
Assets. Value of loans (other than to participants)2012-12-31$35,000
Expenses. Other expenses not covered elsewhere2012-12-31$2,163
Other income received2012-12-31$-27,653
Net income (gross income less expenses)2012-12-31$43,239
Net plan assets at end of year (total assets less liabilities)2012-12-31$866,705
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$823,466
Assets. Value of participant loans2012-12-31$6,371
Assets. Value of assets in partnership/joint-venture interests2012-12-31$35,200
Assets. Value of real-estate (other than employer real property)2012-12-31$117,876
Total contributions received or receivable from employer(s)2012-12-31$24,236
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-60,717
Expenses. Total of all expenses incurred2011-12-31$17,694
Benefits paid (including direct rollovers)2011-12-31$4,699
Total plan assets at end of year2011-12-31$823,466
Total plan assets at beginning of year2011-12-31$901,877
Value of fidelity bond covering the plan2011-12-31$400,000
Assets. Value of tangible personal property2011-12-31$51,025
Total contributions received or receivable from participants2011-12-31$50,616
Assets. Value of loans (other than to participants)2011-12-31$134,482
Expenses. Other expenses not covered elsewhere2011-12-31$5,697
Other income received2011-12-31$-135,567
Net income (gross income less expenses)2011-12-31$-78,411
Net plan assets at end of year (total assets less liabilities)2011-12-31$823,466
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$901,877
Assets. Value of participant loans2011-12-31$10,912
Assets. Value of assets in partnership/joint-venture interests2011-12-31$35,200
Assets. Value of real-estate (other than employer real property)2011-12-31$117,876
Total contributions received or receivable from employer(s)2011-12-31$24,234
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,298
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$76,759
Expenses. Total of all expenses incurred2010-12-31$11,209
Benefits paid (including direct rollovers)2010-12-31$479
Total plan assets at end of year2010-12-31$901,877
Total plan assets at beginning of year2010-12-31$836,327
Value of fidelity bond covering the plan2010-12-31$500,000
Assets. Value of tangible personal property2010-12-31$80,910
Total contributions received or receivable from participants2010-12-31$42,882
Assets. Value of loans (other than to participants)2010-12-31$282,008
Expenses. Other expenses not covered elsewhere2010-12-31$7,545
Other income received2010-12-31$12,365
Net income (gross income less expenses)2010-12-31$65,550
Net plan assets at end of year (total assets less liabilities)2010-12-31$901,877
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$836,327
Assets. Value of participant loans2010-12-31$15,358
Assets. Value of assets in partnership/joint-venture interests2010-12-31$35,200
Assets. Value of real-estate (other than employer real property)2010-12-31$87,200
Total contributions received or receivable from employer(s)2010-12-31$21,512
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN

2018: B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: B ELLIS PARROTT DDS INC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA920938
Policy instance 1
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA920938
Policy instance 1
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA920938
Policy instance 1
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA920938
Policy instance 1
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA920938
Policy instance 1
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA920938
Policy instance 1
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA920938
Policy instance 1
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA920938
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1