401k Plan data: JENNIFER BURKITT, DDS, PLLC 401K plan

JENNIFER BURKITT, DDS, PLLC 401K 401k Plan overview

Plan Name	JENNIFER BURKITT, DDS, PLLC 401K
Plan identification number	001

JENNIFER BURKITT, DDS, PLLC 401K Benefits

401k Plan Type

Defined 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.
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

JENNIFER BURKITT, DDS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: JENNIFER BURKITT, DDS, PLLC

Employer identification number (EIN): 453821066

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JENNIFER BURKITT, DDS, PLLC 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JENNIFER BURKITT
001 2017-01-01 JENNIFER BURKITT
001 2016-01-01 JENNIFER BURKITT
001 2015-01-01 JENNIFER BURKITT
001 2014-01-01 JENNIFER BURKITT
001 2013-01-01 JENNIFER BURKITT
001 2012-01-01 JENNIFER BURKITT

Plan Statistics for JENNIFER BURKITT, DDS, PLLC 401K

401k plan membership statisitcs for JENNIFER BURKITT, DDS, PLLC 401K

Measure Date Value
2023: JENNIFER BURKITT, DDS, PLLC 401K 2023 401k membership
Total participants, beginning-of-year 2023-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 8
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 8
Number of participants with account balances 2023-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JENNIFER BURKITT, DDS, PLLC 401K 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 14
Number of participants with account balances 2022-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JENNIFER BURKITT, DDS, PLLC 401K 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JENNIFER BURKITT, DDS, PLLC 401K 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JENNIFER BURKITT, DDS, PLLC 401K 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JENNIFER BURKITT, DDS, PLLC 401K 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JENNIFER BURKITT, DDS, PLLC 401K 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JENNIFER BURKITT, DDS, PLLC 401K 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JENNIFER BURKITT, DDS, PLLC 401K 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 6
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 1
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: JENNIFER BURKITT, DDS, PLLC 401K 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 7
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 1
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 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JENNIFER BURKITT, DDS, PLLC 401K 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 6
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JENNIFER BURKITT, DDS, PLLC 401K 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: JENNIFER BURKITT, DDS, PLLC 401K 2023 401k membership
Total participants, beginning-of-year	2023-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	8
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	8
Number of participants with account balances	2023-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JENNIFER BURKITT, DDS, PLLC 401K 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	14
Number of participants with account balances	2022-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JENNIFER BURKITT, DDS, PLLC 401K 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JENNIFER BURKITT, DDS, PLLC 401K 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JENNIFER BURKITT, DDS, PLLC 401K 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JENNIFER BURKITT, DDS, PLLC 401K 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JENNIFER BURKITT, DDS, PLLC 401K 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JENNIFER BURKITT, DDS, PLLC 401K 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JENNIFER BURKITT, DDS, PLLC 401K 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	6
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	1
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: JENNIFER BURKITT, DDS, PLLC 401K 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	7
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	1
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	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JENNIFER BURKITT, DDS, PLLC 401K 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	6
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JENNIFER BURKITT, DDS, PLLC 401K 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on JENNIFER BURKITT, DDS, PLLC 401K

Measure	Date	Value
2023 : JENNIFER BURKITT, DDS, PLLC 401K 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$141,703
Expenses. Total of all expenses incurred	2023-12-31	$49,754
Benefits paid (including direct rollovers)	2023-12-31	$40,836
Total plan assets at end of year	2023-12-31	$1,100,946
Total plan assets at beginning of year	2023-12-31	$1,008,997
Value of fidelity bond covering the plan	2023-12-31	$100,000
Total contributions received or receivable from participants	2023-12-31	$4,338
Other income received	2023-12-31	$134,963
Net income (gross income less expenses)	2023-12-31	$91,949
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,100,946
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,008,997
Total contributions received or receivable from employer(s)	2023-12-31	$2,402
Value of certain deemed distributions of participant loans	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$8,918
2022 : JENNIFER BURKITT, DDS, PLLC 401K 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-10,713
Expenses. Total of all expenses incurred	2022-12-31	$16,267
Benefits paid (including direct rollovers)	2022-12-31	$5,808
Total plan assets at end of year	2022-12-31	$1,008,997
Total plan assets at beginning of year	2022-12-31	$1,035,977
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$38,036
Contributions received from other sources (not participants or employers)	2022-12-31	$2,579
Other income received	2022-12-31	$-73,259
Net income (gross income less expenses)	2022-12-31	$-26,980
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,008,997
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,035,977
Assets. Value of participant loans	2022-12-31	$6,300
Total contributions received or receivable from employer(s)	2022-12-31	$21,931
Value of certain deemed distributions of participant loans	2022-12-31	$2,461
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$7,998
2021 : JENNIFER BURKITT, DDS, PLLC 401K 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$215,062
Expenses. Total of all expenses incurred	2021-12-31	$184,076
Benefits paid (including direct rollovers)	2021-12-31	$174,659
Total plan assets at end of year	2021-12-31	$1,035,977
Total plan assets at beginning of year	2021-12-31	$1,004,991
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$35,677
Contributions received from other sources (not participants or employers)	2021-12-31	$163
Other income received	2021-12-31	$161,894
Net income (gross income less expenses)	2021-12-31	$30,986
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,035,977
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,004,991
Assets. Value of participant loans	2021-12-31	$2,701
Total contributions received or receivable from employer(s)	2021-12-31	$17,328
Value of certain deemed distributions of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$9,417
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JENNIFER BURKITT, DDS, PLLC 401K 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$164,851
Expenses. Total of all expenses incurred	2020-12-31	$44,748
Benefits paid (including direct rollovers)	2020-12-31	$37,722
Total plan assets at end of year	2020-12-31	$1,004,991
Total plan assets at beginning of year	2020-12-31	$884,888
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$37,429
Contributions received from other sources (not participants or employers)	2020-12-31	$220
Other income received	2020-12-31	$111,233
Net income (gross income less expenses)	2020-12-31	$120,103
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,004,991
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$884,888
Assets. Value of participant loans	2020-12-31	$3,087
Total contributions received or receivable from employer(s)	2020-12-31	$15,969
Value of certain deemed distributions of participant loans	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$7,026
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JENNIFER BURKITT, DDS, PLLC 401K 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$202,243
Expenses. Total of all expenses incurred	2019-12-31	$6,409
Total plan assets at end of year	2019-12-31	$884,888
Total plan assets at beginning of year	2019-12-31	$689,054
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$42,738
Other income received	2019-12-31	$139,572
Net income (gross income less expenses)	2019-12-31	$195,834
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$884,888
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$689,054
Assets. Value of participant loans	2019-12-31	$3,827
Total contributions received or receivable from employer(s)	2019-12-31	$19,933
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,409
2018 : JENNIFER BURKITT, DDS, PLLC 401K 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$8,015
Expenses. Total of all expenses incurred	2018-12-31	$5,803
Total plan assets at end of year	2018-12-31	$689,054
Total plan assets at beginning of year	2018-12-31	$686,842
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$38,452
Other income received	2018-12-31	$-48,749
Net income (gross income less expenses)	2018-12-31	$2,212
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$689,054
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$686,842
Assets. Value of participant loans	2018-12-31	$1,383
Total contributions received or receivable from employer(s)	2018-12-31	$18,312
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$5,803
2017 : JENNIFER BURKITT, DDS, PLLC 401K 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$116,077
Expenses. Total of all expenses incurred	2017-12-31	$4,911
Total plan assets at end of year	2017-12-31	$686,842
Total plan assets at beginning of year	2017-12-31	$575,676
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$28,751
Other income received	2017-12-31	$70,851
Net income (gross income less expenses)	2017-12-31	$111,166
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$686,842
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$575,676
Assets. Value of participant loans	2017-12-31	$2,040
Total contributions received or receivable from employer(s)	2017-12-31	$16,475
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,911
2016 : JENNIFER BURKITT, DDS, PLLC 401K 2016 401k financial data
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	$81,312
Expenses. Total of all expenses incurred	2016-12-31	$33,327
Benefits paid (including direct rollovers)	2016-12-31	$28,971
Total plan assets at end of year	2016-12-31	$575,676
Total plan assets at beginning of year	2016-12-31	$527,691
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$24,723
Other income received	2016-12-31	$43,026
Net income (gross income less expenses)	2016-12-31	$47,985
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$575,676
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$527,691
Assets. Value of participant loans	2016-12-31	$2,696
Total contributions received or receivable from employer(s)	2016-12-31	$13,563
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,356
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JENNIFER BURKITT, DDS, PLLC 401K 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$21,429
Expenses. Total of all expenses incurred	2015-12-31	$50,773
Benefits paid (including direct rollovers)	2015-12-31	$46,072
Total plan assets at end of year	2015-12-31	$527,156
Total plan assets at beginning of year	2015-12-31	$556,500
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$25,273
Expenses. Other expenses not covered elsewhere	2015-12-31	$4,701
Other income received	2015-12-31	$-17,358
Net income (gross income less expenses)	2015-12-31	$-29,344
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$527,156
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$556,500
Total contributions received or receivable from employer(s)	2015-12-31	$13,514
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JENNIFER BURKITT, DDS, PLLC 401K 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$58,065
Expenses. Total of all expenses incurred	2014-12-31	$4,508
Total plan assets at end of year	2014-12-31	$556,500
Total plan assets at beginning of year	2014-12-31	$502,943
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$24,880
Other income received	2014-12-31	$19,053
Net income (gross income less expenses)	2014-12-31	$53,557
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$556,500
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$502,943
Total contributions received or receivable from employer(s)	2014-12-31	$14,132
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,508
2013 : JENNIFER BURKITT, DDS, PLLC 401K 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	$55,633
Expenses. Total of all expenses incurred	2013-12-31	$5,264
Benefits paid (including direct rollovers)	2013-12-31	$423
Total plan assets at end of year	2013-12-31	$502,943
Total plan assets at beginning of year	2013-12-31	$452,574
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$22,905
Other income received	2013-12-31	$20,323
Net income (gross income less expenses)	2013-12-31	$50,369
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$502,943
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$452,574
Total contributions received or receivable from employer(s)	2013-12-31	$12,405
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,841
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JENNIFER BURKITT, DDS, PLLC 401K 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$452,782
Expenses. Total of all expenses incurred	2012-12-31	$208
Total plan assets at end of year	2012-12-31	$452,574
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$21,593
Contributions received from other sources (not participants or employers)	2012-12-31	$423,820
Other income received	2012-12-31	$7
Net income (gross income less expenses)	2012-12-31	$452,574
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$452,574
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$7,362
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$208

Form 5500 Responses for JENNIFER BURKITT, DDS, PLLC 401K

2023: JENNIFER BURKITT, DDS, PLLC 401K 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: JENNIFER BURKITT, DDS, PLLC 401K 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: JENNIFER BURKITT, DDS, PLLC 401K 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: JENNIFER BURKITT, DDS, PLLC 401K 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: JENNIFER BURKITT, DDS, PLLC 401K 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: JENNIFER BURKITT, DDS, PLLC 401K 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: JENNIFER BURKITT, DDS, PLLC 401K 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JENNIFER BURKITT, DDS, PLLC 401K 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: JENNIFER BURKITT, DDS, PLLC 401K 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: JENNIFER BURKITT, DDS, PLLC 401K 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: JENNIFER BURKITT, DDS, PLLC 401K 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: JENNIFER BURKITT, DDS, PLLC 401K 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	JENNIFER BURKITT, DDS, PLLC
Employer identification number (EIN):	453821066
NAIC Classification:	621210
NAIC Description:	Offices of Dentists