401k Plan data: MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN plan

MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN 401k Plan overview

Plan Name	MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN
Plan identification number	001

MERKEL, HANSEN, AND FORD PLLC 401(K) 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

MERKEL, HANSEN, AND FORD PLLC has sponsored the creation of one or more 401k plans.

Company Name: MERKEL, HANSEN, AND FORD PLLC

Employer identification number (EIN): 453344455

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JUSTIN HANSEN 2024-07-10
001 2022-01-01 JUSTIN HANSEN 2023-07-26
001 2021-01-01 JUSTIN HANSEN 2022-07-11
001 2020-01-01 JUSTIN HANSEN 2021-07-16
001 2019-01-01 JUSTIN HANSEN 2020-07-24
001 2018-01-01 JUSTIN HANSEN 2019-07-11
001 2017-01-01 JUSTIN HANSEN 2018-07-13
001 2016-01-01 JUSTIN HANSEN
001 2015-01-01 JUSTIN HANSEN, DDS
001 2014-11-01 JUSTIN HANSEN, DDS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JUSTIN HANSEN	2024-07-10
001	2022-01-01	JUSTIN HANSEN	2023-07-26
001	2021-01-01	JUSTIN HANSEN	2022-07-11
001	2020-01-01	JUSTIN HANSEN	2021-07-16
001	2019-01-01	JUSTIN HANSEN	2020-07-24
001	2018-01-01	JUSTIN HANSEN	2019-07-11
001	2017-01-01	JUSTIN HANSEN	2018-07-13
001	2016-01-01	JUSTIN HANSEN
001	2015-01-01	JUSTIN HANSEN, DDS
001	2014-11-01	JUSTIN HANSEN, DDS

Plan Statistics for MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN

401k plan membership statisitcs for MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN

Measure Date Value
2016: MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 65
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 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 65
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
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 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 29
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 28
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 28
Number of participants with account balances 2014-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0

Measure	Date	Value
2016: MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	65
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	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	65
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
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	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	29
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	28
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	28
Number of participants with account balances	2014-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0

Financial Data on MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN

Measure	Date	Value
2016 : MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$68,189
Expenses. Total of all expenses incurred	2016-12-31	$937
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$67,252
Total plan assets at beginning of year	2016-12-31	$0
Value of fidelity bond covering the plan	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$40,425
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$27,764
Net income (gross income less expenses)	2016-12-31	$67,252
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$67,252
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$937
2015 : MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-14,692
Expenses. Total of all expenses incurred	2015-12-31	$1,285,242
Benefits paid (including direct rollovers)	2015-12-31	$1,272,468
Total plan assets at end of year	2015-12-31	$26,091
Total plan assets at beginning of year	2015-12-31	$1,326,025
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$7,225
Other income received	2015-12-31	$-21,917
Net income (gross income less expenses)	2015-12-31	$-1,299,934
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$26,091
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,326,025
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$4,322
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$12,774
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,326,025
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,326,025
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$20,000
Contributions received from other sources (not participants or employers)	2014-12-31	$1,340,745
Other income received	2014-12-31	$-14,720
Net income (gross income less expenses)	2014-12-31	$1,326,025
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,326,025
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$11,700

Form 5500 Responses for MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN

2016: MERKEL, HANSEN, AND FORD PLLC 401(K) 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 return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MERKEL, HANSEN, AND FORD PLLC 401(K) 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: MERKEL, HANSEN, AND FORD PLLC 401(K) PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	First time form 5500 has been submitted	Yes
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MERKEL, HANSEN, AND FORD PLLC
Employer identification number (EIN):	453344455
NAIC Classification:	621210
NAIC Description:	Offices of Dentists