401k Plan data: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN plan

ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN
Plan identification number	001

ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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

ALLAN L. HABLUTZEL DDS has sponsored the creation of one or more 401k plans.

Company Name: ALLAN L. HABLUTZEL DDS

Employer identification number (EIN): 911183985

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 ALLAN L. HABLUTZEL 2021-04-05 ALLAN L. HABLUTZEL 2021-04-05
001 2019-01-01 ALLAN L. HABLUTZEL 2020-03-13 ALLAN L. HABLUTZEL 2020-03-13
001 2019-01-01 ALLAN L. HABLUTZEL 2020-02-13 ALLAN L. HABLUTZEL 2020-02-13
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ALLAN L. HABLUTZEL ALLAN L. HABLUTZEL 2013-05-03
001 2011-01-01 ALLAN L. HABLUTZEL ALLAN L. HABLUTZEL 2012-05-17
001 2010-01-01 ALLAN L. HABLUTZEL ALLAN L. HABLUTZEL 2011-05-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	ALLAN L. HABLUTZEL	2021-04-05	ALLAN L. HABLUTZEL	2021-04-05
001	2019-01-01	ALLAN L. HABLUTZEL	2020-03-13	ALLAN L. HABLUTZEL	2020-03-13
001	2019-01-01	ALLAN L. HABLUTZEL	2020-02-13	ALLAN L. HABLUTZEL	2020-02-13
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ALLAN L. HABLUTZEL		ALLAN L. HABLUTZEL	2013-05-03
001	2011-01-01	ALLAN L. HABLUTZEL		ALLAN L. HABLUTZEL	2012-05-17
001	2010-01-01	ALLAN L. HABLUTZEL		ALLAN L. HABLUTZEL	2011-05-23

Plan Statistics for ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN

401k plan membership statisitcs for ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN

Measure Date Value
2020: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
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 2
Total of all active and inactive participants 2020-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 13
Number of participants with account balances 2020-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 19
Number of participants with account balances 2017-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
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 7
Total of all active and inactive participants 2016-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
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 3
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
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 2
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
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 1
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
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 2
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
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 0
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 14
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 17
Number of participants with account balances 2010-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1

Measure	Date	Value
2020: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
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	2
Total of all active and inactive participants	2020-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	13
Number of participants with account balances	2020-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	19
Number of participants with account balances	2017-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
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	7
Total of all active and inactive participants	2016-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
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	3
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
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	2
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
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	1
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
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	2
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
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	0
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	14
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	17
Number of participants with account balances	2010-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1

Financial Data on ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN

Measure	Date	Value
2020 : ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$347,366
Expenses. Total of all expenses incurred	2020-12-31	$1,554
Benefits paid (including direct rollovers)	2020-12-31	$1,547
Total plan assets at end of year	2020-12-31	$2,104,250
Total plan assets at beginning of year	2020-12-31	$1,758,438
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$52,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$235,745
Net income (gross income less expenses)	2020-12-31	$345,812
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,104,250
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,758,438
Total contributions received or receivable from employer(s)	2020-12-31	$59,621
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$7
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$398,795
Expenses. Total of all expenses incurred	2019-12-31	$50
Benefits paid (including direct rollovers)	2019-12-31	$50
Total plan assets at end of year	2019-12-31	$1,758,438
Total plan assets at beginning of year	2019-12-31	$1,359,693
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$282,823
Net income (gross income less expenses)	2019-12-31	$398,745
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,758,438
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,359,693
Total contributions received or receivable from employer(s)	2019-12-31	$65,972
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-2,000
Expenses. Total of all expenses incurred	2018-12-31	$5,913
Benefits paid (including direct rollovers)	2018-12-31	$5,484
Total plan assets at end of year	2018-12-31	$1,359,693
Total plan assets at beginning of year	2018-12-31	$1,367,606
Value of fidelity bond covering the plan	2018-12-31	$130,000
Total contributions received or receivable from participants	2018-12-31	$49,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-107,608
Net income (gross income less expenses)	2018-12-31	$-7,913
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,359,693
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,367,606
Total contributions received or receivable from employer(s)	2018-12-31	$56,608
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$429
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$262,826
Expenses. Total of all expenses incurred	2017-12-31	$122,943
Benefits paid (including direct rollovers)	2017-12-31	$122,943
Total plan assets at end of year	2017-12-31	$1,367,606
Total plan assets at beginning of year	2017-12-31	$1,227,723
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$48,000
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	$157,727
Net income (gross income less expenses)	2017-12-31	$139,883
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,367,606
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,227,723
Total contributions received or receivable from employer(s)	2017-12-31	$57,099
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$170,994
Expenses. Total of all expenses incurred	2016-12-31	$112,878
Benefits paid (including direct rollovers)	2016-12-31	$110,871
Total plan assets at end of year	2016-12-31	$1,227,723
Total plan assets at beginning of year	2016-12-31	$1,169,607
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$54,993
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,007
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$62,882
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$58,116
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,227,723
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,169,607
Total contributions received or receivable from employer(s)	2016-12-31	$53,119
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$73,457
Expenses. Total of all expenses incurred	2015-12-31	$245,729
Benefits paid (including direct rollovers)	2015-12-31	$235,730
Total plan assets at end of year	2015-12-31	$1,169,607
Total plan assets at beginning of year	2015-12-31	$1,341,879
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$58,882
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,000
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-35,960
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-172,272
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,169,607
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,341,879
Total contributions received or receivable from employer(s)	2015-12-31	$50,535
Value of certain deemed distributions of participant loans	2015-12-31	$7,999
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$140,148
Expenses. Total of all expenses incurred	2014-12-31	$20,036
Benefits paid (including direct rollovers)	2014-12-31	$18,014
Total plan assets at end of year	2014-12-31	$1,341,879
Total plan assets at beginning of year	2014-12-31	$1,221,767
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$53,359
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,022
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$33,174
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$120,112
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,341,879
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,221,767
Assets. Value of participant loans	2014-12-31	$8,858
Total contributions received or receivable from employer(s)	2014-12-31	$53,615
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$214,548
Expenses. Total of all expenses incurred	2013-12-31	$2,082
Benefits paid (including direct rollovers)	2013-12-31	$58
Total plan assets at end of year	2013-12-31	$1,221,767
Total plan assets at beginning of year	2013-12-31	$1,009,301
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$50,716
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,024
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$113,203
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$212,466
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,221,767
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,009,301
Assets. Value of participant loans	2013-12-31	$12,595
Total contributions received or receivable from employer(s)	2013-12-31	$50,629
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$182,917
Expenses. Total of all expenses incurred	2012-12-31	$2,024
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,009,301
Total plan assets at beginning of year	2012-12-31	$828,408
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$54,266
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,024
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$75,578
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$180,893
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,009,301
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$828,408
Assets. Value of participant loans	2012-12-31	$1,884
Total contributions received or receivable from employer(s)	2012-12-31	$53,073
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$60,238
Expenses. Total of all expenses incurred	2011-12-31	$5,320
Benefits paid (including direct rollovers)	2011-12-31	$3,296
Total plan assets at end of year	2011-12-31	$828,408
Total plan assets at beginning of year	2011-12-31	$773,490
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$53,296
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,024
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-44,811
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$54,918
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$828,408
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$773,490
Assets. Value of participant loans	2011-12-31	$12,742
Total contributions received or receivable from employer(s)	2011-12-31	$51,753
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$199,358
Expenses. Total of all expenses incurred	2010-12-31	$55,202
Benefits paid (including direct rollovers)	2010-12-31	$51,737
Total plan assets at end of year	2010-12-31	$773,490
Total plan assets at beginning of year	2010-12-31	$629,334
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$44,786
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,465
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$96,271
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$144,156
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$773,490
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$629,334
Assets. Value of participant loans	2010-12-31	$22,867
Total contributions received or receivable from employer(s)	2010-12-31	$58,301
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN

2020: ALLAN L. HABLUTZEL DDS 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: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
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: ALLAN L. HABLUTZEL DDS 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: ALLAN L. HABLUTZEL DDS 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: ALLAN L. HABLUTZEL DDS 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: ALLAN L. HABLUTZEL DDS 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: ALLAN L. HABLUTZEL DDS 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: ALLAN L. HABLUTZEL DDS 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: ALLAN L. HABLUTZEL DDS 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: ALLAN L. HABLUTZEL DDS 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
2010: ALLAN L. HABLUTZEL DDS PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALLAN L. HABLUTZEL DDS
Employer identification number (EIN):	911183985
NAIC Classification:	621210
NAIC Description:	Offices of Dentists