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MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameMILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN
Plan identification number 001

MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

MILES R. POOR DDS PC PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:MILES R. POOR DDS PC PROFIT SHARING PLAN
Employer identification number (EIN):752514754
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ANNE POOR
0012023-01-01
0012023-01-01ANNE POOR
0012022-01-01
0012022-01-01ANNE POOR
0012021-01-01
0012021-01-01ANNE POOR
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANNE POOR ANNE POOR2018-09-25
0012016-01-01ANNE POOR ANNE POOR2017-09-30
0012015-01-01ANNE POOR ANNE POOR2016-09-11
0012014-01-01ANNE POOR ANNE POOR2015-09-10
0012013-01-01ANNE POOR ANNE POOR2014-06-26
0012012-01-01ANNE POOR ANNE POOR2013-05-10
0012011-01-01ANNE POOR2012-03-15 ANNE POOR2012-03-15
0012009-01-01ANNE POOR ANNE POOR2010-10-14

Financial Data on MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN

Measure Date Value
2023 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$365,934
Expenses. Total of all expenses incurred2023-12-31$23,802
Total plan assets at end of year2023-12-31$2,609,411
Total plan assets at beginning of year2023-12-31$2,267,279
Other income received2023-12-31$365,934
Net income (gross income less expenses)2023-12-31$342,132
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,609,411
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,267,279
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$23,802
2022 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-439,203
Expenses. Total of all expenses incurred2022-12-31$24,214
Total plan assets at end of year2022-12-31$2,267,279
Total plan assets at beginning of year2022-12-31$2,730,696
Other income received2022-12-31$-439,203
Net income (gross income less expenses)2022-12-31$-463,417
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,267,279
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,730,696
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$24,214
2021 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$321,038
Expenses. Total of all expenses incurred2021-12-31$25,420
Total plan assets at end of year2021-12-31$2,730,696
Total plan assets at beginning of year2021-12-31$2,435,078
Other income received2021-12-31$321,038
Net income (gross income less expenses)2021-12-31$295,618
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,730,696
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,435,078
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$25,420
2020 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$284,758
Expenses. Total of all expenses incurred2020-12-31$20,995
Total plan assets at end of year2020-12-31$2,435,078
Total plan assets at beginning of year2020-12-31$2,171,315
Other income received2020-12-31$284,758
Net income (gross income less expenses)2020-12-31$263,763
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,435,078
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,171,315
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$20,995
2019 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$15,000
Total income from all sources2019-12-31$377,993
Expenses. Total of all expenses incurred2019-12-31$16,120
Total plan assets at end of year2019-12-31$2,171,315
Total plan assets at beginning of year2019-12-31$1,824,442
Other income received2019-12-31$377,993
Net income (gross income less expenses)2019-12-31$361,873
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,171,315
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,809,442
Value of corrective distributions2019-12-31$812
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$15,308
2018 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$15,000
Total income from all sources2018-12-31$-133,640
Expenses. Total of all expenses incurred2018-12-31$19,800
Total plan assets at end of year2018-12-31$1,824,442
Total plan assets at beginning of year2018-12-31$1,962,882
Other income received2018-12-31$-133,640
Net income (gross income less expenses)2018-12-31$-153,440
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,809,442
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,962,882
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$19,800
2017 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$287,938
Expenses. Total of all expenses incurred2017-12-31$17,627
Total plan assets at end of year2017-12-31$1,962,882
Total plan assets at beginning of year2017-12-31$1,692,571
Other income received2017-12-31$287,938
Net income (gross income less expenses)2017-12-31$270,311
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,962,882
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,692,571
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$17,627
2016 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$135,257
Expenses. Total of all expenses incurred2016-12-31$15,073
Total plan assets at end of year2016-12-31$1,692,571
Total plan assets at beginning of year2016-12-31$1,572,387
Other income received2016-12-31$135,257
Net income (gross income less expenses)2016-12-31$120,184
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,692,571
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,572,387
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$15,073
2015 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-58,424
Expenses. Total of all expenses incurred2015-12-31$15,518
Total plan assets at end of year2015-12-31$1,572,387
Total plan assets at beginning of year2015-12-31$1,646,329
Other income received2015-12-31$-58,424
Net income (gross income less expenses)2015-12-31$-73,942
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,572,387
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,646,329
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$15,518
2014 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$63,651
Expenses. Total of all expenses incurred2014-12-31$15,912
Total plan assets at end of year2014-12-31$1,646,329
Total plan assets at beginning of year2014-12-31$1,598,590
Other income received2014-12-31$63,651
Net income (gross income less expenses)2014-12-31$47,739
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,646,329
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,598,590
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$15,912
2013 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$139,017
Expenses. Total of all expenses incurred2013-12-31$14,477
Total plan assets at end of year2013-12-31$1,598,590
Total plan assets at beginning of year2013-12-31$1,474,050
Other income received2013-12-31$139,017
Net income (gross income less expenses)2013-12-31$124,540
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,598,590
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,474,050
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$14,477
2012 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$193,080
Expenses. Total of all expenses incurred2012-12-31$2,983
Total plan assets at end of year2012-12-31$1,474,050
Total plan assets at beginning of year2012-12-31$1,283,953
Expenses. Other expenses not covered elsewhere2012-12-31$231
Other income received2012-12-31$193,080
Net income (gross income less expenses)2012-12-31$190,097
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,474,050
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,283,953
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,752
2010 : MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$156,122
Expenses. Total of all expenses incurred2010-12-31$13,631
Total plan assets at end of year2010-12-31$1,269,726
Total plan assets at beginning of year2010-12-31$1,127,235
Other income received2010-12-31$156,122
Net income (gross income less expenses)2010-12-31$142,491
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,269,726
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,127,235
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$13,631

Form 5500 Responses for MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN

2023: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2009: MILES R. POOR D.D.S.,P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31149
Policy instance 1
Insurance contract or identification number31149
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31149
Policy instance 1
Insurance contract or identification number31149
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31149
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31149
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31149
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31149
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31149
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31149
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31149
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31149
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31149
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number31149
Policy instance 1

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