401k Plan data: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN plan

JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN
Plan identification number	001

JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JEFFERY L RUMLEY DDS PA has sponsored the creation of one or more 401k plans.

Company Name: JEFFERY L RUMLEY DDS PA

Employer identification number (EIN): 561991249

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) 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
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JEFFERY L RUMLEY JEFFERY L RUMLEY 2018-11-08
001 2016-01-01 JEFFERY L RUMLEY JEFFERY L RUMLEY 2017-10-16
001 2015-01-01 JEFFERY L RUMLEY JEFFERY L RUMLEY 2016-10-22
001 2014-01-01 JEFFERY L RUMLEY JEFFERY L RUMLEY 2015-10-07
001 2013-01-01 JEFFERY L RUMLEY JEFFERY L RUMLEY 2014-10-15
001 2012-01-01 JEFFERY L RUMLEY JEFFERY L RUMLEY 2013-08-27
001 2011-01-01 JEFFERY L RUMLEY JEFFERY L RUMLEY 2012-10-10
001 2009-01-01 JEFFERY L RUMLEY JEFFERY L RUMLEY 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	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
001	2017-01-01	JEFFERY L RUMLEY	JEFFERY L RUMLEY	2018-11-08
001	2016-01-01	JEFFERY L RUMLEY	JEFFERY L RUMLEY	2017-10-16
001	2015-01-01	JEFFERY L RUMLEY	JEFFERY L RUMLEY	2016-10-22
001	2014-01-01	JEFFERY L RUMLEY	JEFFERY L RUMLEY	2015-10-07
001	2013-01-01	JEFFERY L RUMLEY	JEFFERY L RUMLEY	2014-10-15
001	2012-01-01	JEFFERY L RUMLEY	JEFFERY L RUMLEY	2013-08-27
001	2011-01-01	JEFFERY L RUMLEY	JEFFERY L RUMLEY	2012-10-10
001	2009-01-01	JEFFERY L RUMLEY	JEFFERY L RUMLEY	2010-10-07

Plan Statistics for JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
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 0
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
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: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) 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 6
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 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 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
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: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
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 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 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 7
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 0
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
2011: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2009: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) 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 8
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 1
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

Measure	Date	Value
2023: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
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	0
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
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: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) 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	6
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	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	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
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: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
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	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 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	7
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	0
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
2011: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2009: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) 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	8
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	1
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

Financial Data on JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$724,462
Total plan assets at end of year	2023-12-31	$4,004,119
Total plan assets at beginning of year	2023-12-31	$3,279,657
Value of fidelity bond covering the plan	2023-12-31	$400,000
Total contributions received or receivable from participants	2023-12-31	$41,817
Other income received	2023-12-31	$624,845
Net income (gross income less expenses)	2023-12-31	$724,462
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,004,119
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,279,657
Total contributions received or receivable from employer(s)	2023-12-31	$57,800
2022 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-568,272
Expenses. Total of all expenses incurred	2022-12-31	$2,901
Total plan assets at end of year	2022-12-31	$3,279,657
Total plan assets at beginning of year	2022-12-31	$3,850,830
Value of fidelity bond covering the plan	2022-12-31	$400,000
Total contributions received or receivable from participants	2022-12-31	$44,294
Other income received	2022-12-31	$-666,317
Net income (gross income less expenses)	2022-12-31	$-571,173
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,279,657
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,850,830
Total contributions received or receivable from employer(s)	2022-12-31	$53,751
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,901
2021 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$877,454
Expenses. Total of all expenses incurred	2021-12-31	$208,385
Benefits paid (including direct rollovers)	2021-12-31	$204,245
Total plan assets at end of year	2021-12-31	$3,850,830
Total plan assets at beginning of year	2021-12-31	$3,181,761
Value of fidelity bond covering the plan	2021-12-31	$400,000
Total contributions received or receivable from participants	2021-12-31	$38,576
Other income received	2021-12-31	$788,369
Net income (gross income less expenses)	2021-12-31	$669,069
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,850,830
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,181,761
Total contributions received or receivable from employer(s)	2021-12-31	$50,509
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,140
2020 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$352,389
Expenses. Total of all expenses incurred	2020-12-31	$4,153
Total plan assets at end of year	2020-12-31	$3,181,761
Total plan assets at beginning of year	2020-12-31	$2,833,525
Value of fidelity bond covering the plan	2020-12-31	$320,000
Total contributions received or receivable from participants	2020-12-31	$38,718
Other income received	2020-12-31	$261,953
Net income (gross income less expenses)	2020-12-31	$348,236
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,181,761
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,833,525
Total contributions received or receivable from employer(s)	2020-12-31	$51,718
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4,153
2019 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$718,287
Expenses. Total of all expenses incurred	2019-12-31	$32,038
Benefits paid (including direct rollovers)	2019-12-31	$28,019
Total plan assets at end of year	2019-12-31	$2,833,525
Total plan assets at beginning of year	2019-12-31	$2,147,276
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$34,132
Other income received	2019-12-31	$634,146
Net income (gross income less expenses)	2019-12-31	$686,249
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,833,525
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,147,276
Total contributions received or receivable from employer(s)	2019-12-31	$50,009
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,019
2018 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$14,918
Expenses. Total of all expenses incurred	2018-12-31	$3,601
Total plan assets at end of year	2018-12-31	$2,147,276
Total plan assets at beginning of year	2018-12-31	$2,135,959
Value of fidelity bond covering the plan	2018-12-31	$220,000
Total contributions received or receivable from participants	2018-12-31	$33,364
Other income received	2018-12-31	$-67,511
Net income (gross income less expenses)	2018-12-31	$11,317
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,147,276
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,135,959
Total contributions received or receivable from employer(s)	2018-12-31	$49,065
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,601
2017 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$425,044
Expenses. Total of all expenses incurred	2017-12-31	$65,931
Benefits paid (including direct rollovers)	2017-12-31	$65,405
Total plan assets at end of year	2017-12-31	$2,135,959
Total plan assets at beginning of year	2017-12-31	$1,776,846
Value of fidelity bond covering the plan	2017-12-31	$220,000
Total contributions received or receivable from participants	2017-12-31	$30,282
Other income received	2017-12-31	$341,336
Net income (gross income less expenses)	2017-12-31	$359,113
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,135,959
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,776,846
Total contributions received or receivable from employer(s)	2017-12-31	$53,426
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$526
2016 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$707
Total income from all sources	2016-12-31	$255,753
Expenses. Total of all expenses incurred	2016-12-31	$66,129
Benefits paid (including direct rollovers)	2016-12-31	$46,731
Total plan assets at end of year	2016-12-31	$1,776,846
Total plan assets at beginning of year	2016-12-31	$1,586,515
Value of fidelity bond covering the plan	2016-12-31	$180,000
Total contributions received or receivable from participants	2016-12-31	$28,609
Other income received	2016-12-31	$200,046
Net income (gross income less expenses)	2016-12-31	$189,624
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,776,846
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,586,515
Total contributions received or receivable from employer(s)	2016-12-31	$27,098
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$19,398
2015 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$1,421
Total income from all sources	2015-12-31	$66,915
Expenses. Total of all expenses incurred	2015-12-31	$17,530
Total plan assets at end of year	2015-12-31	$1,586,515
Total plan assets at beginning of year	2015-12-31	$1,535,709
Value of fidelity bond covering the plan	2015-12-31	$160,000
Total contributions received or receivable from participants	2015-12-31	$30,359
Other income received	2015-12-31	$4,786
Net income (gross income less expenses)	2015-12-31	$49,385
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,586,515
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,535,709
Total contributions received or receivable from employer(s)	2015-12-31	$31,770
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,530
2014 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$220,488
Expenses. Total of all expenses incurred	2014-12-31	$44,999
Benefits paid (including direct rollovers)	2014-12-31	$29,137
Total plan assets at end of year	2014-12-31	$1,535,709
Total plan assets at beginning of year	2014-12-31	$1,360,220
Value of fidelity bond covering the plan	2014-12-31	$160,000
Total contributions received or receivable from participants	2014-12-31	$21,798
Other income received	2014-12-31	$170,930
Net income (gross income less expenses)	2014-12-31	$175,489
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,535,709
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,360,220
Total contributions received or receivable from employer(s)	2014-12-31	$27,760
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$15,862
2013 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$351,637
Expenses. Total of all expenses incurred	2013-12-31	$17,960
Benefits paid (including direct rollovers)	2013-12-31	$4,593
Total plan assets at end of year	2013-12-31	$1,360,220
Total plan assets at beginning of year	2013-12-31	$1,026,543
Value of fidelity bond covering the plan	2013-12-31	$140,000
Total contributions received or receivable from participants	2013-12-31	$19,593
Other income received	2013-12-31	$296,063
Net income (gross income less expenses)	2013-12-31	$333,677
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,360,220
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,026,543
Total contributions received or receivable from employer(s)	2013-12-31	$35,981
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$13,367
2012 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$153,511
Expenses. Total of all expenses incurred	2012-12-31	$13,420
Total plan assets at end of year	2012-12-31	$1,026,543
Total plan assets at beginning of year	2012-12-31	$886,452
Value of fidelity bond covering the plan	2012-12-31	$110,000
Total contributions received or receivable from participants	2012-12-31	$19,065
Other income received	2012-12-31	$109,012
Net income (gross income less expenses)	2012-12-31	$140,091
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,026,543
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$886,452
Total contributions received or receivable from employer(s)	2012-12-31	$25,434
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$13,420
2011 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$22,606
Expenses. Total of all expenses incurred	2011-12-31	$28,241
Benefits paid (including direct rollovers)	2011-12-31	$19,505
Total plan assets at end of year	2011-12-31	$886,452
Total plan assets at beginning of year	2011-12-31	$892,087
Value of fidelity bond covering the plan	2011-12-31	$90,000
Total contributions received or receivable from participants	2011-12-31	$18,482
Other income received	2011-12-31	$-21,014
Net income (gross income less expenses)	2011-12-31	$-5,635
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$886,452
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$892,087
Total contributions received or receivable from employer(s)	2011-12-31	$25,138
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,736
2010 : JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$165,792
Expenses. Total of all expenses incurred	2010-12-31	$12,798
Benefits paid (including direct rollovers)	2010-12-31	$12,798
Total plan assets at end of year	2010-12-31	$892,087
Total plan assets at beginning of year	2010-12-31	$739,093
Value of fidelity bond covering the plan	2010-12-31	$90,000
Total contributions received or receivable from participants	2010-12-31	$20,789
Other income received	2010-12-31	$117,932
Net income (gross income less expenses)	2010-12-31	$152,994
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$892,087
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$739,093
Total contributions received or receivable from employer(s)	2010-12-31	$27,071

Form 5500 Responses for JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN

2023: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 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: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 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: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 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: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 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: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 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: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 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: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JEFFERY L RUMLEY DDS PA EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JEFFERY L RUMLEY DDS PA
Employer identification number (EIN):	561991249
NAIC Classification:	621210
NAIC Description:	Offices of Dentists