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STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan NameSTEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN
Plan identification number 001

STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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

STEVE FAULK, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:STEVE FAULK, D.D.S.
Employer identification number (EIN):731307580
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVE FAULK
0012016-01-01STEVE FAULK
0012015-01-01STEVE FAULK
0012014-01-01STEVE FAULK
0012013-01-01STEVE FAULK
0012012-01-01STEVE FAULK
0012011-01-01STEVE FAULK
0012010-01-01STEVE FAULK, D.D.S. STEVE FAULK, D.D.S.2011-06-17
0012009-01-01STEVE FAULK, D.D.S.

Plan Statistics for STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN

Measure Date Value
2022: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN

Measure Date Value
2022 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-07-15$0
Total plan liabilities at beginning of year2022-07-15$0
Total income from all sources2022-07-15$-45,844
Expenses. Total of all expenses incurred2022-07-15$998,723
Benefits paid (including direct rollovers)2022-07-15$998,223
Total plan assets at end of year2022-07-15$0
Total plan assets at beginning of year2022-07-15$1,044,567
Value of fidelity bond covering the plan2022-07-15$100,000
Total contributions received or receivable from participants2022-07-15$6,000
Contributions received from other sources (not participants or employers)2022-07-15$0
Other income received2022-07-15$-57,844
Net income (gross income less expenses)2022-07-15$-1,044,567
Net plan assets at end of year (total assets less liabilities)2022-07-15$0
Net plan assets at beginning of year (total assets less liabilities)2022-07-15$1,044,567
Assets. Value of participant loans2022-07-15$0
Total contributions received or receivable from employer(s)2022-07-15$6,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-07-15$500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-07-15$0
2021 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$142,356
Expenses. Total of all expenses incurred2021-12-31$10,093
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$1,050,567
Total plan assets at beginning of year2021-12-31$918,304
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$28,929
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$100,253
Net income (gross income less expenses)2021-12-31$132,263
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,050,567
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$918,304
Assets. Value of participant loans2021-12-31$15,790
Total contributions received or receivable from employer(s)2021-12-31$13,174
Value of certain deemed distributions of participant loans2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$10,093
2020 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$95,139
Expenses. Total of all expenses incurred2020-12-31$7,947
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$918,304
Total plan assets at beginning of year2020-12-31$831,112
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$33,118
Contributions received from other sources (not participants or employers)2020-12-31$14,891
Other income received2020-12-31$1,902
Net income (gross income less expenses)2020-12-31$87,192
Net plan assets at end of year (total assets less liabilities)2020-12-31$918,304
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$831,112
Assets. Value of participant loans2020-12-31$18,788
Total contributions received or receivable from employer(s)2020-12-31$45,228
Value of certain deemed distributions of participant loans2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,947
2019 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$133,935
Expenses. Total of all expenses incurred2019-12-31$13,948
Benefits paid (including direct rollovers)2019-12-31$6,250
Total plan assets at end of year2019-12-31$831,112
Total plan assets at beginning of year2019-12-31$711,125
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$32,037
Contributions received from other sources (not participants or employers)2019-12-31$14,550
Other income received2019-12-31$72,320
Net income (gross income less expenses)2019-12-31$119,987
Net plan assets at end of year (total assets less liabilities)2019-12-31$831,112
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$711,125
Assets. Value of participant loans2019-12-31$35,541
Total contributions received or receivable from employer(s)2019-12-31$15,028
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,698
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$39,541
Expenses. Total of all expenses incurred2018-12-31$291,818
Benefits paid (including direct rollovers)2018-12-31$284,393
Total plan assets at end of year2018-12-31$711,125
Total plan assets at beginning of year2018-12-31$963,402
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$30,176
Contributions received from other sources (not participants or employers)2018-12-31$14,333
Other income received2018-12-31$-21,404
Net income (gross income less expenses)2018-12-31$-252,277
Net plan assets at end of year (total assets less liabilities)2018-12-31$711,125
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$963,402
Assets. Value of participant loans2018-12-31$10,760
Total contributions received or receivable from employer(s)2018-12-31$16,436
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$120,104
Expenses. Total of all expenses incurred2017-12-31$6,291
Total plan assets at end of year2017-12-31$963,402
Total plan assets at beginning of year2017-12-31$849,589
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$30,204
Other income received2017-12-31$69,213
Net income (gross income less expenses)2017-12-31$113,813
Net plan assets at end of year (total assets less liabilities)2017-12-31$963,402
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$849,589
Assets. Value of participant loans2017-12-31$16,275
Total contributions received or receivable from employer(s)2017-12-31$20,687
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,291
2016 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$135,034
Expenses. Total of all expenses incurred2016-12-31$5,295
Total plan assets at end of year2016-12-31$849,589
Total plan assets at beginning of year2016-12-31$719,850
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$29,910
Other income received2016-12-31$63,783
Net income (gross income less expenses)2016-12-31$129,739
Net plan assets at end of year (total assets less liabilities)2016-12-31$849,589
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$719,850
Assets. Value of participant loans2016-12-31$20,764
Total contributions received or receivable from employer(s)2016-12-31$41,341
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,295
2015 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total income from all sources2015-12-31$58,300
Expenses. Total of all expenses incurred2015-12-31$2,969
Total plan assets at end of year2015-12-31$719,850
Total plan assets at beginning of year2015-12-31$664,519
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$29,584
Other income received2015-12-31$-12,853
Net income (gross income less expenses)2015-12-31$55,331
Net plan assets at end of year (total assets less liabilities)2015-12-31$719,850
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$664,519
Assets. Value of participant loans2015-12-31$26,741
Total contributions received or receivable from employer(s)2015-12-31$41,569
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,969
2014 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$89,302
Expenses. Total of all expenses incurred2014-12-31$5,596
Total plan assets at end of year2014-12-31$664,519
Total plan assets at beginning of year2014-12-31$580,813
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$28,455
Other income received2014-12-31$30,430
Net income (gross income less expenses)2014-12-31$83,706
Net plan assets at end of year (total assets less liabilities)2014-12-31$664,519
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$580,813
Assets. Value of participant loans2014-12-31$2,757
Total contributions received or receivable from employer(s)2014-12-31$30,417
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,596
2013 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$92,007
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$580,813
Total plan assets at beginning of year2013-12-31$488,806
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$28,512
Other income received2013-12-31$25,324
Net income (gross income less expenses)2013-12-31$92,007
Net plan assets at end of year (total assets less liabilities)2013-12-31$580,813
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$488,806
Assets. Value of participant loans2013-12-31$7,577
Total contributions received or receivable from employer(s)2013-12-31$38,171
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,419
2012 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$64,012
Expenses. Total of all expenses incurred2012-12-31$5,759
Total plan assets at end of year2012-12-31$488,806
Total plan assets at beginning of year2012-12-31$430,553
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$27,514
Other income received2012-12-31$20,256
Net income (gross income less expenses)2012-12-31$58,253
Net plan assets at end of year (total assets less liabilities)2012-12-31$488,806
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$430,553
Assets. Value of participant loans2012-12-31$15,689
Total contributions received or receivable from employer(s)2012-12-31$16,242
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,759
2011 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$24,252
Expenses. Total of all expenses incurred2011-12-31$17,468
Benefits paid (including direct rollovers)2011-12-31$17,468
Total plan assets at end of year2011-12-31$430,553
Total plan assets at beginning of year2011-12-31$423,769
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$23,630
Other income received2011-12-31$-7,796
Net income (gross income less expenses)2011-12-31$6,784
Net plan assets at end of year (total assets less liabilities)2011-12-31$430,553
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$423,769
Assets. Value of participant loans2011-12-31$23,659
Total contributions received or receivable from employer(s)2011-12-31$8,418
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$50,971
Expenses. Total of all expenses incurred2010-12-31$3,928
Total plan assets at end of year2010-12-31$423,769
Total plan assets at beginning of year2010-12-31$376,726
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$25,306
Other income received2010-12-31$16,588
Net income (gross income less expenses)2010-12-31$47,043
Net plan assets at end of year (total assets less liabilities)2010-12-31$423,769
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$376,726
Assets. Value of participant loans2010-12-31$35,059
Total contributions received or receivable from employer(s)2010-12-31$9,077
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,928

Form 5500 Responses for STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN

2022: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEVE FAULK, D.D.S. EMPLOYEES' 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number00071112666
Policy instance 1
Insurance contract or identification number00071112666
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $539
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number00071112666
Policy instance 1
Insurance contract or identification number00071112666
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,695
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,695
Insurance broker organization code?3
Insurance broker nameTROY E. JONES
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number00071112666
Policy instance 1
Insurance contract or identification number00071112666
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,515
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,515
Insurance broker organization code?3
Insurance broker nameTROY E. JONES
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number00071112666
Policy instance 1
Insurance contract or identification number00071112666
Number of Individuals Covered1
Insurance policy start date2014-04-17
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,750
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,750
Insurance broker organization code?3
Insurance broker nameTROY E. JONES

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