401k Plan data: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN plan

DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 401k Plan overview

Plan Name	DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN
Plan identification number	001

DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

DRS SULLIVAN AND SUCHY has sponsored the creation of one or more 401k plans.

Company Name: DRS SULLIVAN AND SUCHY

Employer identification number (EIN): 363278254

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 THOMAS SULLIVAN 2024-04-23
001 2022-01-01 THOMAS SULLIVAN 2023-03-21
001 2021-01-01 THOMAS SULLIVAN 2022-07-12
001 2020-01-01 THOMAS SULLIVAN 2021-09-13
001 2019-01-01 THOMAS SULLIVAN 2020-09-10 THOMAS SULLIVAN 2020-09-10
001 2018-01-01 THOMAS SULLIVAN 2019-10-04 THOMAS SULLIVAN 2019-10-04
001 2017-01-01 THOMAS SULLIVAN 2018-10-10 THOMAS SULLIVAN 2018-10-10
001 2016-01-01 KEITH SUCHY
001 2015-01-01 KEITH SUCHY
001 2014-01-01 KEITH SUCHY
001 2013-01-01 KEITH SUCHY
001 2012-01-01 KEITH SUCHY
001 2011-01-01 KEITH SUCHY
001 2010-01-01 KEITH SUCHY
001 2009-01-01 KEITH SUCHY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	THOMAS SULLIVAN	2024-04-23
001	2022-01-01	THOMAS SULLIVAN	2023-03-21
001	2021-01-01	THOMAS SULLIVAN	2022-07-12
001	2020-01-01	THOMAS SULLIVAN	2021-09-13
001	2019-01-01	THOMAS SULLIVAN	2020-09-10	THOMAS SULLIVAN	2020-09-10
001	2018-01-01	THOMAS SULLIVAN	2019-10-04	THOMAS SULLIVAN	2019-10-04
001	2017-01-01	THOMAS SULLIVAN	2018-10-10	THOMAS SULLIVAN	2018-10-10
001	2016-01-01	KEITH SUCHY
001	2015-01-01	KEITH SUCHY
001	2014-01-01	KEITH SUCHY
001	2013-01-01	KEITH SUCHY
001	2012-01-01	KEITH SUCHY
001	2011-01-01	KEITH SUCHY
001	2010-01-01	KEITH SUCHY
001	2009-01-01	KEITH SUCHY

Plan Statistics for DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN

401k plan membership statisitcs for DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN

Measure Date Value
2016: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Total of all active and inactive participants 2011-01-01 9
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
2010: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Total of all active and inactive participants	2011-01-01	9
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
2010: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN

Measure	Date	Value
2016 : DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$193,327
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,706,278
Total plan assets at beginning of year	2016-12-31	$1,512,951
Other income received	2016-12-31	$153,352
Net income (gross income less expenses)	2016-12-31	$193,327
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,706,278
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,512,951
Total contributions received or receivable from employer(s)	2016-12-31	$39,975
2015 : DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$18,799
Expenses. Total of all expenses incurred	2015-12-31	$12,920
Benefits paid (including direct rollovers)	2015-12-31	$12,920
Total plan assets at end of year	2015-12-31	$1,512,951
Total plan assets at beginning of year	2015-12-31	$1,507,072
Other income received	2015-12-31	$-16,960
Net income (gross income less expenses)	2015-12-31	$5,879
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,512,951
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,507,072
Total contributions received or receivable from employer(s)	2015-12-31	$35,759
2014 : DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$162,082
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,507,072
Total plan assets at beginning of year	2014-12-31	$1,344,990
Other income received	2014-12-31	$132,143
Net income (gross income less expenses)	2014-12-31	$162,082
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,507,072
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,344,990
Total contributions received or receivable from employer(s)	2014-12-31	$29,939
2013 : DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$296,396
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,344,990
Total plan assets at beginning of year	2013-12-31	$1,048,594
Other income received	2013-12-31	$256,029
Net income (gross income less expenses)	2013-12-31	$296,396
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,344,990
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,048,594
Total contributions received or receivable from employer(s)	2013-12-31	$40,367
2012 : DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$160,148
Expenses. Total of all expenses incurred	2012-12-31	$1,935
Benefits paid (including direct rollovers)	2012-12-31	$1,935
Total plan assets at end of year	2012-12-31	$1,048,594
Total plan assets at beginning of year	2012-12-31	$890,381
Other income received	2012-12-31	$129,536
Net income (gross income less expenses)	2012-12-31	$158,213
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,048,594
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$890,381
Total contributions received or receivable from employer(s)	2012-12-31	$30,612
2011 : DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$37,989
Total plan assets at end of year	2011-12-31	$890,381
Total plan assets at beginning of year	2011-12-31	$852,392
Other income received	2011-12-31	$6,348
Net income (gross income less expenses)	2011-12-31	$37,989
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$890,381
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$852,392
Total contributions received or receivable from employer(s)	2011-12-31	$31,641
2010 : DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$125,839
Total plan assets at end of year	2010-12-31	$852,392
Total plan assets at beginning of year	2010-12-31	$726,553
Other income received	2010-12-31	$88,564
Net income (gross income less expenses)	2010-12-31	$125,839
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$852,392
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$726,553
Total contributions received or receivable from employer(s)	2010-12-31	$37,275

Form 5500 Responses for DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN

2016: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DRS SULLIVAN AND SUCHY LTD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DRS SULLIVAN AND SUCHY
Employer identification number (EIN):	363278254
NAIC Classification:	621210
NAIC Description:	Offices of Dentists