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DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN 401k Plan overview

Plan NameDR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN
Plan identification number 001

DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

DR. KELSEY MILBERT, P.A. has sponsored the creation of one or more 401k plans.

Company Name:DR. KELSEY MILBERT, P.A.
Employer identification number (EIN):853018091
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01

Plan Statistics for DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN

401k plan membership statisitcs for DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN

Measure Date Value
2023: DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0113
Total number of active participants reported on line 7a of the Form 55002023-01-0113
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0114
Number of participants with account balances2023-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-0112
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0113
Number of participants with account balances2022-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0113
Number of participants with account balances2021-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010

Financial Data on DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN

Measure Date Value
2023 : DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$180,295
Expenses. Total of all expenses incurred2023-12-31$83,545
Benefits paid (including direct rollovers)2023-12-31$80,293
Total plan assets at end of year2023-12-31$991,920
Total plan assets at beginning of year2023-12-31$895,170
Value of fidelity bond covering the plan2023-12-31$150,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$41,716
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$138,579
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$96,750
Net plan assets at end of year (total assets less liabilities)2023-12-31$991,920
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$895,170
Assets. Value of participant loans2023-12-31$12,226
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,252
2022 : DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-131,286
Expenses. Total of all expenses incurred2022-12-31$278,389
Benefits paid (including direct rollovers)2022-12-31$273,869
Total plan assets at end of year2022-12-31$895,170
Total plan assets at beginning of year2022-12-31$1,304,845
Value of fidelity bond covering the plan2022-12-31$150,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$45,667
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$68,789
Other income received2022-12-31$-245,742
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-409,675
Net plan assets at end of year (total assets less liabilities)2022-12-31$895,170
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,304,845
Assets. Value of participant loans2022-12-31$17,549
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,520
2021 : DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
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$179,968
Expenses. Total of all expenses incurred2021-12-31$4,971
Benefits paid (including direct rollovers)2021-12-31$355
Total plan assets at end of year2021-12-31$1,304,845
Total plan assets at beginning of year2021-12-31$1,129,848
Value of fidelity bond covering the plan2021-12-31$150,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$29,102
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$150,866
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$174,997
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,304,845
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,129,848
Assets. Value of participant loans2021-12-31$9,867
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,616

Form 5500 Responses for DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN

2023: DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DR. KELSEY MILBERT, P.A. EMPLOYEE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

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