BRAY, DMD & YOUNG, DMD, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN
401k plan membership statisitcs for BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN
Measure | Date | Value |
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2023: BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 11 |
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 | 3 |
Total of all active and inactive participants | 2023-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 14 |
Number of participants with account balances | 2023-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 11 |
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 | 2 |
Total of all active and inactive participants | 2022-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 13 |
Number of participants with account balances | 2022-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 11 |
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 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 13 |
Number of participants with account balances | 2021-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
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 | 2 |
Total of all active and inactive participants | 2020-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 16 |
Number of participants with account balances | 2020-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
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 | 3 |
Total of all active and inactive participants | 2019-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 16 |
Number of participants with account balances | 2019-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 13 |
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 | 3 |
Total of all active and inactive participants | 2018-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 16 |
Number of participants with account balances | 2018-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
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 | 4 |
Total of all active and inactive participants | 2017-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 16 |
Number of participants with account balances | 2017-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
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2023 : BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $749,538 |
Expenses. Total of all expenses incurred | 2023-12-31 | $39,776 |
Benefits paid (including direct rollovers) | 2023-12-31 | $15,150 |
Total plan assets at end of year | 2023-12-31 | $4,379,784 |
Total plan assets at beginning of year | 2023-12-31 | $3,670,022 |
Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $76,712 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $543,602 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $709,762 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,379,784 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,670,022 |
Assets. Value of participant loans | 2023-12-31 | $20,879 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $129,224 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $24,626 |
2022 : BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-485,124 |
Expenses. Total of all expenses incurred | 2022-12-31 | $31,205 |
Benefits paid (including direct rollovers) | 2022-12-31 | $7,743 |
Total plan assets at end of year | 2022-12-31 | $3,670,022 |
Total plan assets at beginning of year | 2022-12-31 | $4,186,351 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $60,735 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-654,211 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-516,329 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,670,022 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,186,351 |
Assets. Value of participant loans | 2022-12-31 | $12,972 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $108,352 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $23,462 |
2021 : BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $560,100 |
Expenses. Total of all expenses incurred | 2021-12-31 | $29,176 |
Benefits paid (including direct rollovers) | 2021-12-31 | $6,250 |
Total plan assets at end of year | 2021-12-31 | $4,186,351 |
Total plan assets at beginning of year | 2021-12-31 | $3,655,427 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $67,330 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $421,816 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $530,924 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,186,351 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,655,427 |
Assets. Value of participant loans | 2021-12-31 | $13,417 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $70,954 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $22,926 |
2020 : BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $539,037 |
Expenses. Total of all expenses incurred | 2020-12-31 | $54,987 |
Benefits paid (including direct rollovers) | 2020-12-31 | $36,150 |
Total plan assets at end of year | 2020-12-31 | $3,655,427 |
Total plan assets at beginning of year | 2020-12-31 | $3,171,377 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $50,702 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $425,076 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $484,050 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,655,427 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,171,377 |
Assets. Value of participant loans | 2020-12-31 | $4,672 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $63,259 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $18,837 |
2019 : BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $760,531 |
Expenses. Total of all expenses incurred | 2019-12-31 | $416,610 |
Benefits paid (including direct rollovers) | 2019-12-31 | $399,991 |
Total plan assets at end of year | 2019-12-31 | $3,171,377 |
Total plan assets at beginning of year | 2019-12-31 | $2,827,456 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $65,330 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $611,524 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $343,921 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,171,377 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,827,456 |
Assets. Value of participant loans | 2019-12-31 | $1,625 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $83,677 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $16,619 |
2018 : BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-63,460 |
Expenses. Total of all expenses incurred | 2018-12-31 | $15,830 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,120 |
Total plan assets at end of year | 2018-12-31 | $2,827,456 |
Total plan assets at beginning of year | 2018-12-31 | $2,906,746 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $56,543 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $30,598 |
Other income received | 2018-12-31 | $-228,656 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-79,290 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,827,456 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,906,746 |
Assets. Value of participant loans | 2018-12-31 | $903 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $78,055 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $14,710 |
2017 : BRAY, DMD & YOUNG, DMD, PC PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $473,924 |
Expenses. Total of all expenses incurred | 2017-12-31 | $22,615 |
Benefits paid (including direct rollovers) | 2017-12-31 | $22,471 |
Total plan assets at end of year | 2017-12-31 | $2,906,746 |
Total plan assets at beginning of year | 2017-12-31 | $2,455,437 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Total contributions received or receivable from participants | 2017-12-31 | $63,385 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $333,991 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $451,309 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,906,746 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,455,437 |
Assets. Value of participant loans | 2017-12-31 | $1,935 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $76,548 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $144 |