GARY NEWELL DDS AND ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST
Measure | Date | Value |
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2021: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 8 |
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 | 0 |
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 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 9 |
Number of participants with account balances | 2021-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 9 |
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 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 8 |
Number of participants with account balances | 2020-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 5 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
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 | 1 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 5 |
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: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
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2021 : GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $70,786 |
Expenses. Total of all expenses incurred | 2021-12-31 | $35,315 |
Benefits paid (including direct rollovers) | 2021-12-31 | $35,255 |
Total plan assets at end of year | 2021-12-31 | $330,755 |
Total plan assets at beginning of year | 2021-12-31 | $295,284 |
Value of fidelity bond covering the plan | 2021-12-31 | $35,000 |
Total contributions received or receivable from participants | 2021-12-31 | $16,395 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $60 |
Other income received | 2021-12-31 | $45,952 |
Net income (gross income less expenses) | 2021-12-31 | $35,471 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $330,755 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $295,284 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $8,439 |
2020 : GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $51,985 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $295,284 |
Total plan assets at beginning of year | 2020-12-31 | $243,299 |
Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
Total contributions received or receivable from participants | 2020-12-31 | $13,208 |
Other income received | 2020-12-31 | $31,877 |
Net income (gross income less expenses) | 2020-12-31 | $51,985 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $295,284 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $243,299 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $6,900 |
2019 : GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $64,719 |
Expenses. Total of all expenses incurred | 2019-12-31 | $90,168 |
Benefits paid (including direct rollovers) | 2019-12-31 | $90,093 |
Total plan assets at end of year | 2019-12-31 | $243,299 |
Total plan assets at beginning of year | 2019-12-31 | $268,748 |
Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
Total contributions received or receivable from participants | 2019-12-31 | $12,870 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $75 |
Other income received | 2019-12-31 | $43,930 |
Net income (gross income less expenses) | 2019-12-31 | $-25,449 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $243,299 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $268,748 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $7,919 |
2018 : GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $11,402 |
Expenses. Total of all expenses incurred | 2018-12-31 | $313 |
Total plan assets at end of year | 2018-12-31 | $268,748 |
Total plan assets at beginning of year | 2018-12-31 | $257,659 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Total contributions received or receivable from participants | 2018-12-31 | $19,384 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $87,862 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $313 |
Other income received | 2018-12-31 | $-20,546 |
Net income (gross income less expenses) | 2018-12-31 | $11,089 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $268,748 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $257,659 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $12,564 |
2017 : GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $90,727 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2 |
Total plan assets at end of year | 2017-12-31 | $257,659 |
Total plan assets at beginning of year | 2017-12-31 | $166,934 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Total contributions received or receivable from participants | 2017-12-31 | $44,142 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $2 |
Other income received | 2017-12-31 | $31,764 |
Net income (gross income less expenses) | 2017-12-31 | $90,725 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $257,659 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $166,934 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $14,821 |
2016 : GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $54,644 |
Expenses. Total of all expenses incurred | 2016-12-31 | $12,739 |
Benefits paid (including direct rollovers) | 2016-12-31 | $12,605 |
Total plan assets at end of year | 2016-12-31 | $166,934 |
Total plan assets at beginning of year | 2016-12-31 | $125,029 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Total contributions received or receivable from participants | 2016-12-31 | $30,665 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $134 |
Other income received | 2016-12-31 | $12,038 |
Net income (gross income less expenses) | 2016-12-31 | $41,905 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $166,934 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $125,029 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $11,941 |
2015 : GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $54,865 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $125,029 |
Total plan assets at beginning of year | 2015-12-31 | $70,164 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Total contributions received or receivable from participants | 2015-12-31 | $48,904 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-8,598 |
Net income (gross income less expenses) | 2015-12-31 | $54,865 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $125,029 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $70,164 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $14,559 |
2014 : GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $62,200 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $70,164 |
Total plan assets at beginning of year | 2014-12-31 | $7,964 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Total contributions received or receivable from participants | 2014-12-31 | $49,067 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $-793 |
Net income (gross income less expenses) | 2014-12-31 | $62,200 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $70,164 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,964 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $13,926 |
2021: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2017 form 5500 responses |
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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: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2016 form 5500 responses |
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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: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2015 form 5500 responses |
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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: GARY NEWELL DDS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST 2014 form 5500 responses |
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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 |