401k Plan data: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN plan

MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN
Plan identification number	001

MICHAEL D. EDWARDS, D.M.D., P.C. 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
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.
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

MICHAEL D. EDWARDS, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL D. EDWARDS, D.M.D., P.C.

Employer identification number (EIN): 630811937

NAIC Classification: 621310
NAIC Description: Offices of Chiropractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL D. EDWARDS, D.M.D., P.C. 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 MICHAEL D. EDWARDS 2024-06-13
001 2022-01-01 MICHAEL D. EDWARDS 2023-07-19
001 2021-01-01 MICHAEL D. EDWARDS 2022-08-22
001 2020-01-01 MICHAEL D. EDWARDS 2021-10-04
001 2019-01-01 MICHAEL D. EDWARDS 2020-09-30
001 2018-01-01 MICHAEL D. EDWARDS 2019-09-24
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MICHAEL D. EDWARDS
001 2013-01-01 MICHAEL D. EDWARDS
001 2012-01-01 MICHAEL D. EDWARDS
001 2011-01-01 MICHAEL D. EDWARDS
001 2009-01-01 MICHAEL D. EDWARDS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MICHAEL D. EDWARDS	2024-06-13
001	2022-01-01	MICHAEL D. EDWARDS	2023-07-19
001	2021-01-01	MICHAEL D. EDWARDS	2022-08-22
001	2020-01-01	MICHAEL D. EDWARDS	2021-10-04
001	2019-01-01	MICHAEL D. EDWARDS	2020-09-30
001	2018-01-01	MICHAEL D. EDWARDS	2019-09-24
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MICHAEL D. EDWARDS
001	2013-01-01	MICHAEL D. EDWARDS
001	2012-01-01	MICHAEL D. EDWARDS
001	2011-01-01	MICHAEL D. EDWARDS
001	2009-01-01	MICHAEL D. EDWARDS

Plan Statistics for MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2023: MICHAEL D. EDWARDS, D.M.D., P.C. 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: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 2
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
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 4
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 3
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
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 3
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 4
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
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 3
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
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 3
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
2009: MICHAEL D. EDWARDS, D.M.D., P.C. 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 6
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 3
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
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: MICHAEL D. EDWARDS, D.M.D., P.C. 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: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	2
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
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	4
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	3
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
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	3
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	4
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
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	3
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
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	3
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
2009: MICHAEL D. EDWARDS, D.M.D., P.C. 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	6
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	3
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,251,381
Expenses. Total of all expenses incurred	2023-12-31	$79,411
Total plan assets at end of year	2023-12-31	$9,015,131
Total plan assets at beginning of year	2023-12-31	$7,843,161
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$63,360
Other income received	2023-12-31	$1,093,651
Net income (gross income less expenses)	2023-12-31	$1,171,970
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$9,015,131
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$7,843,161
Total contributions received or receivable from employer(s)	2023-12-31	$94,370
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$79,411
2022 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,006,112
Expenses. Total of all expenses incurred	2022-12-31	$104,462
Benefits paid (including direct rollovers)	2022-12-31	$26,752
Total plan assets at end of year	2022-12-31	$7,843,161
Total plan assets at beginning of year	2022-12-31	$8,953,735
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$56,860
Other income received	2022-12-31	$-1,151,520
Net income (gross income less expenses)	2022-12-31	$-1,110,574
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,843,161
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,953,735
Total contributions received or receivable from employer(s)	2022-12-31	$88,548
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$77,710
2021 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,208,912
Expenses. Total of all expenses incurred	2021-12-31	$82,835
Total plan assets at end of year	2021-12-31	$8,953,735
Total plan assets at beginning of year	2021-12-31	$7,827,658
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$54,860
Other income received	2021-12-31	$1,069,551
Net income (gross income less expenses)	2021-12-31	$1,126,077
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,953,735
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,827,658
Assets. Value of participant loans	2021-12-31	$1,214
Total contributions received or receivable from employer(s)	2021-12-31	$84,501
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$82,835
2020 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,031,389
Expenses. Total of all expenses incurred	2020-12-31	$65,822
Total plan assets at end of year	2020-12-31	$7,827,658
Total plan assets at beginning of year	2020-12-31	$6,862,091
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$54,630
Other income received	2020-12-31	$895,068
Net income (gross income less expenses)	2020-12-31	$965,567
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,827,658
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,862,091
Assets. Value of participant loans	2020-12-31	$3,376
Total contributions received or receivable from employer(s)	2020-12-31	$81,691
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$65,822
2019 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,256,644
Expenses. Total of all expenses incurred	2019-12-31	$65,215
Benefits paid (including direct rollovers)	2019-12-31	$102
Total plan assets at end of year	2019-12-31	$6,862,091
Total plan assets at beginning of year	2019-12-31	$5,670,662
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$52,860
Other income received	2019-12-31	$1,122,390
Net income (gross income less expenses)	2019-12-31	$1,191,429
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,862,091
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,670,662
Assets. Value of participant loans	2019-12-31	$5,423
Total contributions received or receivable from employer(s)	2019-12-31	$81,394
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$65,113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-70,614
Expenses. Total of all expenses incurred	2018-12-31	$65,356
Benefits paid (including direct rollovers)	2018-12-31	$1,544
Total plan assets at end of year	2018-12-31	$5,670,662
Total plan assets at beginning of year	2018-12-31	$5,806,632
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$53,890
Other income received	2018-12-31	$-206,773
Net income (gross income less expenses)	2018-12-31	$-135,970
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,670,662
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,806,632
Assets. Value of participant loans	2018-12-31	$7,287
Total contributions received or receivable from employer(s)	2018-12-31	$82,269
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$63,812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total income from all sources	2017-12-31	$979,215
Expenses. Total of all expenses incurred	2017-12-31	$58,632
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$5,806,632
Total plan assets at beginning of year	2017-12-31	$4,886,049
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$51,844
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	$847,895
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$920,583
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,806,632
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,886,049
Assets. Value of participant loans	2017-12-31	$17,854
Total contributions received or receivable from employer(s)	2017-12-31	$79,476
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	$58,632
2016 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$436,944
Expenses. Total of all expenses incurred	2016-12-31	$82,483
Benefits paid (including direct rollovers)	2016-12-31	$8,096
Total plan assets at end of year	2016-12-31	$4,886,049
Total plan assets at beginning of year	2016-12-31	$4,531,588
Value of fidelity bond covering the plan	2016-12-31	$75,000
Total contributions received or receivable from participants	2016-12-31	$48,270
Contributions received from other sources (not participants or employers)	2016-12-31	$11,024
Other income received	2016-12-31	$301,589
Net income (gross income less expenses)	2016-12-31	$354,461
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,886,049
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,531,588
Assets. Value of participant loans	2016-12-31	$21,456
Total contributions received or receivable from employer(s)	2016-12-31	$76,061
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$74,387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$113,251
Expenses. Total of all expenses incurred	2015-12-31	$85,889
Benefits paid (including direct rollovers)	2015-12-31	$32,870
Total plan assets at end of year	2015-12-31	$4,531,588
Total plan assets at beginning of year	2015-12-31	$4,504,226
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$49,235
Other income received	2015-12-31	$-15,497
Net income (gross income less expenses)	2015-12-31	$27,362
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,531,588
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,504,226
Total contributions received or receivable from employer(s)	2015-12-31	$79,513
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$53,019
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$837,603
Expenses. Total of all expenses incurred	2014-12-31	$53,170
Benefits paid (including direct rollovers)	2014-12-31	$2,370
Total plan assets at end of year	2014-12-31	$4,504,226
Total plan assets at beginning of year	2014-12-31	$3,719,793
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$47,105
Other income received	2014-12-31	$710,095
Net income (gross income less expenses)	2014-12-31	$784,433
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,504,226
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,719,793
Assets. Value of participant loans	2014-12-31	$6,321
Total contributions received or receivable from employer(s)	2014-12-31	$80,403
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$779,414
Expenses. Total of all expenses incurred	2013-12-31	$62,618
Benefits paid (including direct rollovers)	2013-12-31	$19,853
Total plan assets at end of year	2013-12-31	$3,719,793
Total plan assets at beginning of year	2013-12-31	$3,002,997
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$46,650
Other income received	2013-12-31	$653,649
Net income (gross income less expenses)	2013-12-31	$716,796
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,719,793
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,002,997
Assets. Value of participant loans	2013-12-31	$6,874
Total contributions received or receivable from employer(s)	2013-12-31	$79,115
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$42,765
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$236,775
Expenses. Total of all expenses incurred	2012-12-31	$29,863
Total plan assets at end of year	2012-12-31	$3,002,997
Total plan assets at beginning of year	2012-12-31	$2,796,085
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$45,650
Other income received	2012-12-31	$113,855
Net income (gross income less expenses)	2012-12-31	$206,912
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,002,997
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,796,085
Assets. Value of participant loans	2012-12-31	$8,494
Total contributions received or receivable from employer(s)	2012-12-31	$77,270
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$29,863
2011 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$70,517
Expenses. Total of all expenses incurred	2011-12-31	$550
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,796,085
Total plan assets at beginning of year	2011-12-31	$2,726,118
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$44,640
Expenses. Other expenses not covered elsewhere	2011-12-31	$550
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-49,202
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$69,967
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,796,085
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,726,118
Assets. Value of participant loans	2011-12-31	$4,590
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	2011-12-31	$33,667
Total contributions received or receivable from employer(s)	2011-12-31	$75,079
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$360,043
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,726,118
Total plan assets at beginning of year	2010-12-31	$2,366,075
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$45,956
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$240,514
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$360,043
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,726,118
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,366,075
Assets. Value of participant loans	2010-12-31	$5,000
Total contributions received or receivable from employer(s)	2010-12-31	$73,573
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
2009 : MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN

2023: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 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: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 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: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 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: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 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: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 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: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 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: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 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: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 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: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 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: MICHAEL D. EDWARDS, D.M.D., P.C. PROFIT SHARING PLAN 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: MICHAEL D. EDWARDS, D.M.D., P.C. 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: MICHAEL D. EDWARDS, D.M.D., P.C. 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: MICHAEL D. EDWARDS, D.M.D., P.C. 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: MICHAEL D. EDWARDS, D.M.D., P.C. 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:	MICHAEL D. EDWARDS, D.M.D., P.C.
Employer identification number (EIN):	630811937
NAIC Classification:	621310
NAIC Description:	Offices of Chiropractors