401k Plan data: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN plan

BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN
Plan identification number	001

BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan covering Self-Employed individuals.
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

BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY, PLLC has sponsored the creation of one or more 401k plans.

Company Name: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY, PLLC

Employer identification number (EIN): 621573303

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 ERIC QUELLA 2022-09-30
001 2020-01-01 CHRISTINA OWEN 2021-10-12
001 2019-01-01 CHRISTINA OWEN 2020-10-12
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 DANIEL BURCHFIELD, DMD DANIEL BURCHFIELD, DMD 2014-07-28
001 2012-01-01 DANIEL BURCHFIELD, DMD DANIEL BURCHFIELD, DMD 2013-07-30
001 2011-01-01 DANIEL BURCHFIELD, DMD DANIEL BURCHFIELD, DMD 2012-07-26
001 2009-01-01 DANIEL BURCHFIELD, DMD DANIEL BURCHFIELD, DMD 2010-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	ERIC QUELLA	2022-09-30
001	2020-01-01	CHRISTINA OWEN	2021-10-12
001	2019-01-01	CHRISTINA OWEN	2020-10-12
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	DANIEL BURCHFIELD, DMD		DANIEL BURCHFIELD, DMD	2014-07-28
001	2012-01-01	DANIEL BURCHFIELD, DMD		DANIEL BURCHFIELD, DMD	2013-07-30
001	2011-01-01	DANIEL BURCHFIELD, DMD		DANIEL BURCHFIELD, DMD	2012-07-26
001	2009-01-01	DANIEL BURCHFIELD, DMD		DANIEL BURCHFIELD, DMD	2010-07-30

Plan Statistics for BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN

Measure Date Value
2018: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 56
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 87
Total participants 2018-01-01 87
Number of participants with account balances 2018-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 44
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 74
Total participants 2017-01-01 74
Number of participants with account balances 2017-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 49
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 75
Total participants 2016-01-01 75
Number of participants with account balances 2016-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 51
Number of other retired or separated participants entitled to future benefits 2015-01-01 21
Total of all active and inactive participants 2015-01-01 72
Total participants 2015-01-01 72
Number of participants with account balances 2015-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 50
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 14
Total of all active and inactive participants 2014-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 64
Number of participants with account balances 2014-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
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 16
Total of all active and inactive participants 2013-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 58
Number of participants with account balances 2013-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
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 12
Total of all active and inactive participants 2012-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 45
Number of participants with account balances 2012-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
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 8
Total of all active and inactive participants 2011-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 44
Number of participants with account balances 2011-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 36
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 4
Total of all active and inactive participants 2009-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 40
Number of participants with account balances 2009-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2018: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	56
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	87
Total participants	2018-01-01	87
Number of participants with account balances	2018-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	44
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	74
Total participants	2017-01-01	74
Number of participants with account balances	2017-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	49
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	75
Total participants	2016-01-01	75
Number of participants with account balances	2016-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	51
Number of other retired or separated participants entitled to future benefits	2015-01-01	21
Total of all active and inactive participants	2015-01-01	72
Total participants	2015-01-01	72
Number of participants with account balances	2015-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	50
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	14
Total of all active and inactive participants	2014-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	64
Number of participants with account balances	2014-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
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	16
Total of all active and inactive participants	2013-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	58
Number of participants with account balances	2013-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
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	12
Total of all active and inactive participants	2012-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	45
Number of participants with account balances	2012-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
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	8
Total of all active and inactive participants	2011-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	44
Number of participants with account balances	2011-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	36
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	4
Total of all active and inactive participants	2009-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	40
Number of participants with account balances	2009-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2018 : BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$54,237
Total income from all sources	2018-12-31	$-110,476
Expenses. Total of all expenses incurred	2018-12-31	$83,469
Benefits paid (including direct rollovers)	2018-12-31	$24,408
Total plan assets at end of year	2018-12-31	$7,401,391
Total plan assets at beginning of year	2018-12-31	$7,649,573
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$174,596
Other income received	2018-12-31	$-590,154
Net income (gross income less expenses)	2018-12-31	$-193,945
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,401,391
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,595,336
Total contributions received or receivable from employer(s)	2018-12-31	$305,082
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$59,061
2017 : BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$54,237
Total plan liabilities at beginning of year	2017-12-31	$5,712
Total income from all sources	2017-12-31	$1,536,122
Expenses. Total of all expenses incurred	2017-12-31	$202,654
Benefits paid (including direct rollovers)	2017-12-31	$156,970
Total plan assets at end of year	2017-12-31	$7,649,573
Total plan assets at beginning of year	2017-12-31	$6,267,580
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$162,896
Expenses. Other expenses not covered elsewhere	2017-12-31	$62
Contributions received from other sources (not participants or employers)	2017-12-31	$14,425
Other income received	2017-12-31	$1,076,375
Net income (gross income less expenses)	2017-12-31	$1,333,468
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,595,336
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,261,868
Total contributions received or receivable from employer(s)	2017-12-31	$282,426
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$45,622
2016 : BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$5,712
Total plan liabilities at beginning of year	2016-12-31	$3,357
Total income from all sources	2016-12-31	$853,411
Expenses. Total of all expenses incurred	2016-12-31	$58,141
Benefits paid (including direct rollovers)	2016-12-31	$25,797
Total plan assets at end of year	2016-12-31	$6,267,580
Total plan assets at beginning of year	2016-12-31	$5,469,955
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$165,143
Expenses. Other expenses not covered elsewhere	2016-12-31	$52
Other income received	2016-12-31	$423,357
Net income (gross income less expenses)	2016-12-31	$795,270
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,261,868
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,466,598
Total contributions received or receivable from employer(s)	2016-12-31	$264,911
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$32,292
2015 : BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$3,357
Total income from all sources	2015-12-31	$326,537
Expenses. Total of all expenses incurred	2015-12-31	$74,207
Benefits paid (including direct rollovers)	2015-12-31	$38,924
Total plan assets at end of year	2015-12-31	$5,469,955
Total plan assets at beginning of year	2015-12-31	$5,214,268
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$153,399
Expenses. Other expenses not covered elsewhere	2015-12-31	$35,283
Other income received	2015-12-31	$-87,857
Net income (gross income less expenses)	2015-12-31	$252,330
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,466,598
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,214,268
Total contributions received or receivable from employer(s)	2015-12-31	$260,995
2014 : BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$623,463
Expenses. Total of all expenses incurred	2014-12-31	$67,588
Benefits paid (including direct rollovers)	2014-12-31	$34,031
Total plan assets at end of year	2014-12-31	$5,214,268
Total plan assets at beginning of year	2014-12-31	$4,658,393
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$134,919
Expenses. Other expenses not covered elsewhere	2014-12-31	$33,557
Other income received	2014-12-31	$220,647
Net income (gross income less expenses)	2014-12-31	$555,875
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,214,268
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,658,393
Total contributions received or receivable from employer(s)	2014-12-31	$267,897
2013 : BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$972,406
Expenses. Total of all expenses incurred	2013-12-31	$62,728
Benefits paid (including direct rollovers)	2013-12-31	$33,547
Total plan assets at end of year	2013-12-31	$4,658,393
Total plan assets at beginning of year	2013-12-31	$3,748,715
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$132,185
Expenses. Other expenses not covered elsewhere	2013-12-31	$29,181
Other income received	2013-12-31	$621,067
Net income (gross income less expenses)	2013-12-31	$909,678
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,658,393
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,748,715
Total contributions received or receivable from employer(s)	2013-12-31	$219,154
2012 : BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$756,276
Expenses. Total of all expenses incurred	2012-12-31	$71,799
Benefits paid (including direct rollovers)	2012-12-31	$45,974
Total plan assets at end of year	2012-12-31	$3,748,715
Total plan assets at beginning of year	2012-12-31	$3,064,238
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$121,945
Expenses. Other expenses not covered elsewhere	2012-12-31	$25,825
Other income received	2012-12-31	$420,412
Net income (gross income less expenses)	2012-12-31	$684,477
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,748,715
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,064,238
Total contributions received or receivable from employer(s)	2012-12-31	$213,919
2011 : BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$268,474
Expenses. Total of all expenses incurred	2011-12-31	$54,353
Benefits paid (including direct rollovers)	2011-12-31	$30,755
Total plan assets at end of year	2011-12-31	$3,064,238
Total plan assets at beginning of year	2011-12-31	$2,850,117
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$117,661
Expenses. Other expenses not covered elsewhere	2011-12-31	$23,598
Other income received	2011-12-31	$-71,439
Net income (gross income less expenses)	2011-12-31	$214,121
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,064,238
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,850,117
Total contributions received or receivable from employer(s)	2011-12-31	$222,252
2010 : BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$584,295
Expenses. Total of all expenses incurred	2010-12-31	$23,663
Benefits paid (including direct rollovers)	2010-12-31	$2,055
Total plan assets at end of year	2010-12-31	$2,850,117
Total plan assets at beginning of year	2010-12-31	$2,289,485
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$111,709
Expenses. Other expenses not covered elsewhere	2010-12-31	$21,608
Other income received	2010-12-31	$222,530
Net income (gross income less expenses)	2010-12-31	$560,632
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,850,117
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,289,485
Total contributions received or receivable from employer(s)	2010-12-31	$250,056

Form 5500 Responses for BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN

2018: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K 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: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K 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: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K 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: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K 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: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K 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: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 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: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 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: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 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: BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY PLLC 401K PROFIT SHARING PLAN 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

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Company Name:	BURCHFIELD & RICHARDSON ORAL & MAXILLOFACIAL SURGERY, PLLC
Employer identification number (EIN):	621573303
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)