401k Plan data: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST plan

C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 401k Plan overview

Plan Name	C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST
Plan identification number	002

C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

C.T. HAMRICK, III, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name: C.T. HAMRICK, III, DMD, PA

Employer identification number (EIN): 570692822

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 C.T. HAMRICK, III, DMD 2024-06-11 C.T. HAMRICK, III, DMD 2024-06-11
002 2022-01-01 C.T. HAMRICK, III, DMD 2023-03-27 C.T. HAMRICK, III, DMD 2023-03-27
002 2021-01-01 C.T. HAMRICK, III, DMD 2022-05-04 C.T. HAMRICK, III, DMD 2022-05-04
002 2020-01-01 C.T. HAMRICK, III, DMD 2021-06-10 C.T. HAMRICK, III, DMD 2021-06-10
002 2019-01-01 C.T. HAMRICK, III, DMD 2020-03-05 C.T. HAMRICK, III, DMD 2020-03-05
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2014-01-01
002 2014-01-01
002 2014-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 C.T. HAMRICK, III, DMD C.T. HAMRICK, III, DMD 2013-10-14
002 2011-01-01 C.T. HAMRICK, III, DMD C.T. HAMRICK, III, DMD 2012-07-31
002 2009-01-01 C.T. HAMRICK, III, DMD C.T. HAMRICK, III, DMD 2010-06-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	C.T. HAMRICK, III, DMD	2024-06-11	C.T. HAMRICK, III, DMD	2024-06-11
002	2022-01-01	C.T. HAMRICK, III, DMD	2023-03-27	C.T. HAMRICK, III, DMD	2023-03-27
002	2021-01-01	C.T. HAMRICK, III, DMD	2022-05-04	C.T. HAMRICK, III, DMD	2022-05-04
002	2020-01-01	C.T. HAMRICK, III, DMD	2021-06-10	C.T. HAMRICK, III, DMD	2021-06-10
002	2019-01-01	C.T. HAMRICK, III, DMD	2020-03-05	C.T. HAMRICK, III, DMD	2020-03-05
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2014-01-01
002	2014-01-01
002	2014-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	C.T. HAMRICK, III, DMD		C.T. HAMRICK, III, DMD	2013-10-14
002	2011-01-01	C.T. HAMRICK, III, DMD		C.T. HAMRICK, III, DMD	2012-07-31
002	2009-01-01	C.T. HAMRICK, III, DMD		C.T. HAMRICK, III, DMD	2010-06-29

Plan Statistics for C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST

401k plan membership statisitcs for C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST

Measure Date Value
2023: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
Total of all active and inactive participants 2023-01-01 2
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
2022: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Total of all active and inactive participants 2022-01-01 2
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
2021: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
2020: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
2019: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 1
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2009: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
Total of all active and inactive participants	2023-01-01	2
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
2022: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Total of all active and inactive participants	2022-01-01	2
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
2021: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
2020: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
2019: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	1
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2009: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST

Measure	Date	Value
2023 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$185,800
Expenses. Total of all expenses incurred	2023-12-31	$132,000
Benefits paid (including direct rollovers)	2023-12-31	$132,000
Total plan assets at end of year	2023-12-31	$3,496,059
Total plan assets at beginning of year	2023-12-31	$3,442,259
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$185,800
Net income (gross income less expenses)	2023-12-31	$53,800
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,496,059
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,442,259
Assets. Value of real-estate (other than employer real property)	2023-12-31	$233,500
Value of corrective distributions	2023-12-31	$0
2022 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-349,835
Expenses. Total of all expenses incurred	2022-12-31	$207,000
Benefits paid (including direct rollovers)	2022-12-31	$207,000
Total plan assets at end of year	2022-12-31	$3,442,259
Total plan assets at beginning of year	2022-12-31	$3,999,094
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-349,835
Net income (gross income less expenses)	2022-12-31	$-556,835
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,442,259
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,999,094
Assets. Value of real-estate (other than employer real property)	2022-12-31	$233,500
2021 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$592,672
Expenses. Total of all expenses incurred	2021-12-31	$182,000
Benefits paid (including direct rollovers)	2021-12-31	$182,000
Total plan assets at end of year	2021-12-31	$3,999,094
Total plan assets at beginning of year	2021-12-31	$3,588,422
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$592,672
Net income (gross income less expenses)	2021-12-31	$410,672
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,999,094
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,588,422
Assets. Value of real-estate (other than employer real property)	2021-12-31	$233,500
2020 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$183,490
Expenses. Total of all expenses incurred	2020-12-31	$192,000
Benefits paid (including direct rollovers)	2020-12-31	$192,000
Total plan assets at end of year	2020-12-31	$3,588,422
Total plan assets at beginning of year	2020-12-31	$3,596,932
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$183,490
Net income (gross income less expenses)	2020-12-31	$-8,510
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,588,422
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,596,932
Assets. Value of real-estate (other than employer real property)	2020-12-31	$233,500
2019 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$605,856
Expenses. Total of all expenses incurred	2019-12-31	$268,000
Benefits paid (including direct rollovers)	2019-12-31	$268,000
Total plan assets at end of year	2019-12-31	$3,596,932
Total plan assets at beginning of year	2019-12-31	$3,259,076
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$605,856
Net income (gross income less expenses)	2019-12-31	$337,856
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,596,932
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,259,076
Assets. Value of real-estate (other than employer real property)	2019-12-31	$233,500
2018 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-54,232
Expenses. Total of all expenses incurred	2018-12-31	$222,000
Benefits paid (including direct rollovers)	2018-12-31	$222,000
Total plan assets at end of year	2018-12-31	$3,259,076
Total plan assets at beginning of year	2018-12-31	$3,535,308
Value of fidelity bond covering the plan	2018-12-31	$400,000
Other income received	2018-12-31	$-54,232
Net income (gross income less expenses)	2018-12-31	$-276,232
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,259,076
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,535,308
Assets. Value of real-estate (other than employer real property)	2018-12-31	$233,500
2017 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$394,232
Expenses. Total of all expenses incurred	2017-12-31	$152,000
Benefits paid (including direct rollovers)	2017-12-31	$152,000
Total plan assets at end of year	2017-12-31	$3,535,308
Total plan assets at beginning of year	2017-12-31	$3,293,076
Value of fidelity bond covering the plan	2017-12-31	$400,000
Other income received	2017-12-31	$394,232
Net income (gross income less expenses)	2017-12-31	$242,232
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,535,308
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,293,076
Assets. Value of real-estate (other than employer real property)	2017-12-31	$233,500
2016 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$241,766
Expenses. Total of all expenses incurred	2016-12-31	$123,000
Benefits paid (including direct rollovers)	2016-12-31	$123,000
Total plan assets at end of year	2016-12-31	$3,293,076
Total plan assets at beginning of year	2016-12-31	$3,174,310
Value of fidelity bond covering the plan	2016-12-31	$400,000
Other income received	2016-12-31	$241,766
Net income (gross income less expenses)	2016-12-31	$118,766
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,293,076
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,174,310
Assets. Value of real-estate (other than employer real property)	2016-12-31	$233,500
2015 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-24,552
Expenses. Total of all expenses incurred	2015-12-31	$137,000
Benefits paid (including direct rollovers)	2015-12-31	$137,000
Total plan assets at end of year	2015-12-31	$3,174,310
Total plan assets at beginning of year	2015-12-31	$3,335,862
Value of fidelity bond covering the plan	2015-12-31	$400,000
Other income received	2015-12-31	$-24,552
Net income (gross income less expenses)	2015-12-31	$-161,552
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,174,310
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,335,862
Assets. Value of real-estate (other than employer real property)	2015-12-31	$233,500
2014 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$117,593
Expenses. Total of all expenses incurred	2014-12-31	$120,000
Benefits paid (including direct rollovers)	2014-12-31	$120,000
Total plan assets at end of year	2014-12-31	$3,335,862
Total plan assets at beginning of year	2014-12-31	$3,338,269
Value of fidelity bond covering the plan	2014-12-31	$400,000
Other income received	2014-12-31	$117,593
Net income (gross income less expenses)	2014-12-31	$-2,407
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,335,862
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,338,269
Assets. Value of real-estate (other than employer real property)	2014-12-31	$233,500
2013 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$559,042
Expenses. Total of all expenses incurred	2013-12-31	$116,000
Benefits paid (including direct rollovers)	2013-12-31	$116,000
Total plan assets at end of year	2013-12-31	$3,338,269
Total plan assets at beginning of year	2013-12-31	$2,895,227
Value of fidelity bond covering the plan	2013-12-31	$400,000
Other income received	2013-12-31	$559,042
Net income (gross income less expenses)	2013-12-31	$443,042
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,338,269
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,895,227
Assets. Value of real-estate (other than employer real property)	2013-12-31	$233,500
2012 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$232,139
Expenses. Total of all expenses incurred	2012-12-31	$87,251
Benefits paid (including direct rollovers)	2012-12-31	$87,251
Total plan assets at end of year	2012-12-31	$2,895,227
Total plan assets at beginning of year	2012-12-31	$2,750,339
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$11,315
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$220,824
Net income (gross income less expenses)	2012-12-31	$144,888
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,895,227
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,750,339
Assets. Value of real-estate (other than employer real property)	2012-12-31	$233,500
Total contributions received or receivable from employer(s)	2012-12-31	$0
2011 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$156,832
Expenses. Total of all expenses incurred	2011-12-31	$20,000
Benefits paid (including direct rollovers)	2011-12-31	$20,000
Total plan assets at end of year	2011-12-31	$2,750,339
Total plan assets at beginning of year	2011-12-31	$2,613,507
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Other income received	2011-12-31	$108,728
Net income (gross income less expenses)	2011-12-31	$136,832
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,750,339
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,613,507
Assets. Value of real-estate (other than employer real property)	2011-12-31	$233,500
Total contributions received or receivable from employer(s)	2011-12-31	$26,104
2010 : C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$282,257
Expenses. Total of all expenses incurred	2010-12-31	$10,000
Benefits paid (including direct rollovers)	2010-12-31	$10,000
Total plan assets at end of year	2010-12-31	$2,613,507
Total plan assets at beginning of year	2010-12-31	$2,341,250
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$44,000
Other income received	2010-12-31	$204,857
Net income (gross income less expenses)	2010-12-31	$272,257
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,613,507
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,341,250
Assets. Value of real-estate (other than employer real property)	2010-12-31	$233,500
Total contributions received or receivable from employer(s)	2010-12-31	$33,400

Form 5500 Responses for C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST

2023: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2021 form 5500 responses
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: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2020 form 5500 responses
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: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2019 form 5500 responses
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: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2018 form 5500 responses
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: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 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: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 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: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 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: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 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: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 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: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: C.T. HAMRICK, III, DMD, PA PROFIT SHARING 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	C.T. HAMRICK, III, DMD, PA
Employer identification number (EIN):	570692822
NAIC Classification:	621210
NAIC Description:	Offices of Dentists