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JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 401k Plan overview

Plan NameJOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K)
Plan identification number 001

JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) Benefits

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

JOHN R. LINSTROM DDS P.C. has sponsored the creation of one or more 401k plans.

Company Name:JOHN R. LINSTROM DDS P.C.
Employer identification number (EIN):931320359
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K)

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
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01JOHN R. LINSTROM DDS JOHN R. LINSTROM DDS2018-07-10
0012015-10-01JOHN R. LINSTROM DDS JOHN R. LINSTROM DDS2017-07-14
0012014-10-01JOHN R. LINSTROM DDS JOHN R. LINSTROM DDS2016-07-06
0012013-10-01JOHN R. LINSTROM DDS JOHN R. LINSTROM DDS2015-07-13
0012012-10-01JOHN R. LINSTROM DDS JOHN R. LINSTROM DDS2014-04-15
0012011-10-01JOHN R. LINSTROM DDS JOHN R. LINSTROM DDS2013-05-29
0012010-10-01JOHN R. LINSTROM DDS JOHN R. LINSTROM DDS2012-03-06
0012009-10-01JOHN R. LINSTROM DDS JOHN R. LINSTROM DDS2011-05-18

Plan Statistics for JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K)

401k plan membership statisitcs for JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K)

Measure Date Value
2022: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-019
Total number of active participants reported on line 7a of the Form 55002022-01-019
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 participants2022-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-019
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: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-019
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 participants2021-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-019
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
2020: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-018
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 participants2020-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018
Number of participants with account balances2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2019 401k membership
Total participants, beginning-of-year2019-10-018
Total number of active participants reported on line 7a of the Form 55002019-10-017
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-017
Number of participants with account balances2019-10-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2018 401k membership
Total participants, beginning-of-year2018-10-018
Total number of active participants reported on line 7a of the Form 55002018-10-018
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-018
Number of participants with account balances2018-10-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2017 401k membership
Total participants, beginning-of-year2017-10-016
Total number of active participants reported on line 7a of the Form 55002017-10-018
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-018
Number of participants with account balances2017-10-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2016 401k membership
Total participants, beginning-of-year2016-10-016
Total number of active participants reported on line 7a of the Form 55002016-10-016
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-016
Number of participants with account balances2016-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2015 401k membership
Total participants, beginning-of-year2015-10-015
Total number of active participants reported on line 7a of the Form 55002015-10-016
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-016
Number of participants with account balances2015-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-011
2014: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2014 401k membership
Total participants, beginning-of-year2014-10-015
Total number of active participants reported on line 7a of the Form 55002014-10-015
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-015
Number of participants with account balances2014-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-011
2013: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2013 401k membership
Total participants, beginning-of-year2013-10-015
Total number of active participants reported on line 7a of the Form 55002013-10-014
Number of other retired or separated participants entitled to future benefits2013-10-011
Total of all active and inactive participants2013-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-015
Number of participants with account balances2013-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2012 401k membership
Total participants, beginning-of-year2012-10-016
Total number of active participants reported on line 7a of the Form 55002012-10-015
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-015
Number of participants with account balances2012-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2011 401k membership
Total participants, beginning-of-year2011-10-016
Total number of active participants reported on line 7a of the Form 55002011-10-015
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-011
Total of all active and inactive participants2011-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-016
Number of participants with account balances2011-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2010 401k membership
Total participants, beginning-of-year2010-10-016
Total number of active participants reported on line 7a of the Form 55002010-10-015
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-011
Total of all active and inactive participants2010-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-016
Number of participants with account balances2010-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2009 401k membership
Total participants, beginning-of-year2009-10-016
Total number of active participants reported on line 7a of the Form 55002009-10-015
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-011
Total of all active and inactive participants2009-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-016
Number of participants with account balances2009-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K)

Measure Date Value
2022 : JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2022 401k financial data
Total income from all sources2022-12-31$35,691
Expenses. Total of all expenses incurred2022-12-31$170,108
Benefits paid (including direct rollovers)2022-12-31$170,000
Total plan assets at end of year2022-12-31$1,407,009
Total plan assets at beginning of year2022-12-31$1,541,426
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$4,041
Other income received2022-12-31$25,846
Net income (gross income less expenses)2022-12-31$-134,417
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,407,009
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,541,426
Total contributions received or receivable from employer(s)2022-12-31$5,804
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$108
2021 : JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2021 401k financial data
Total income from all sources2021-12-31$71,871
Expenses. Total of all expenses incurred2021-12-31$102
Total plan assets at end of year2021-12-31$1,541,426
Total plan assets at beginning of year2021-12-31$1,469,657
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$2,457
Other income received2021-12-31$67,219
Net income (gross income less expenses)2021-12-31$71,769
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,541,426
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,469,657
Total contributions received or receivable from employer(s)2021-12-31$2,195
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$102
2020 : JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2020 401k financial data
Total income from all sources2020-12-31$134,968
Expenses. Total of all expenses incurred2020-12-31$90
Total plan assets at end of year2020-12-31$1,469,657
Total plan assets at beginning of year2020-12-31$1,334,779
Value of fidelity bond covering the plan2020-12-31$20,000
Total contributions received or receivable from participants2020-12-31$52,635
Other income received2020-12-31$73,348
Net income (gross income less expenses)2020-12-31$134,878
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,469,657
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,334,779
Total contributions received or receivable from employer(s)2020-12-31$8,985
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$90
2019 : JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2019 401k financial data
Total income from all sources2019-12-31$48,673
Expenses. Total of all expenses incurred2019-12-31$25,233
Benefits paid (including direct rollovers)2019-12-31$25,212
Total plan assets at end of year2019-12-31$1,332,986
Total plan assets at beginning of year2019-12-31$1,309,546
Value of fidelity bond covering the plan2019-12-31$20,000
Total contributions received or receivable from participants2019-12-31$22,000
Other income received2019-12-31$24,904
Net income (gross income less expenses)2019-12-31$23,440
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,332,986
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,309,546
Total contributions received or receivable from employer(s)2019-12-31$1,769
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$21
Total income from all sources2019-09-30$80,720
Expenses. Total of all expenses incurred2019-09-30$78
Total plan assets at end of year2019-09-30$1,310,764
Total plan assets at beginning of year2019-09-30$1,230,122
Value of fidelity bond covering the plan2019-09-30$20,000
Total contributions received or receivable from participants2019-09-30$44,149
Other income received2019-09-30$28,807
Net income (gross income less expenses)2019-09-30$80,642
Net plan assets at end of year (total assets less liabilities)2019-09-30$1,310,764
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$1,230,122
Total contributions received or receivable from employer(s)2019-09-30$7,764
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$78
2017 : JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2017 401k financial data
Total income from all sources2017-09-30$101,364
Expenses. Total of all expenses incurred2017-09-30$60
Total plan assets at end of year2017-09-30$1,153,740
Total plan assets at beginning of year2017-09-30$1,052,436
Value of fidelity bond covering the plan2017-09-30$20,000
Total contributions received or receivable from participants2017-09-30$44,112
Expenses. Other expenses not covered elsewhere2017-09-30$60
Other income received2017-09-30$12,452
Net income (gross income less expenses)2017-09-30$101,304
Net plan assets at end of year (total assets less liabilities)2017-09-30$1,153,740
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$1,052,436
Total contributions received or receivable from employer(s)2017-09-30$44,800
2016 : JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2016 401k financial data
Total income from all sources2016-09-30$93,658
Expenses. Total of all expenses incurred2016-09-30$37,849
Benefits paid (including direct rollovers)2016-09-30$37,811
Total plan assets at end of year2016-09-30$1,052,436
Total plan assets at beginning of year2016-09-30$996,627
Value of fidelity bond covering the plan2016-09-30$20,000
Total contributions received or receivable from participants2016-09-30$44,939
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$10,288
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$55,809
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,052,436
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$996,627
Total contributions received or receivable from employer(s)2016-09-30$38,431
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$38
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2015 401k financial data
Total income from all sources2015-09-30$94,251
Expenses. Total of all expenses incurred2015-09-30$4,887
Benefits paid (including direct rollovers)2015-09-30$4,836
Total plan assets at end of year2015-09-30$996,627
Total plan assets at beginning of year2015-09-30$907,263
Value of fidelity bond covering the plan2015-09-30$20,000
Total contributions received or receivable from participants2015-09-30$41,387
Other income received2015-09-30$8,755
Net income (gross income less expenses)2015-09-30$89,364
Net plan assets at end of year (total assets less liabilities)2015-09-30$996,627
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$907,263
Total contributions received or receivable from employer(s)2015-09-30$44,109
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$51
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2014 401k financial data
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$105,870
Expenses. Total of all expenses incurred2014-09-30$85,026
Benefits paid (including direct rollovers)2014-09-30$84,975
Total plan assets at end of year2014-09-30$907,263
Total plan assets at beginning of year2014-09-30$886,419
Total contributions received or receivable from participants2014-09-30$46,463
Other income received2014-09-30$13,006
Net income (gross income less expenses)2014-09-30$20,844
Net plan assets at end of year (total assets less liabilities)2014-09-30$907,263
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$886,419
Total contributions received or receivable from employer(s)2014-09-30$46,401
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$51
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2013 401k financial data
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$116,327
Expenses. Total of all expenses incurred2013-09-30$1,770
Benefits paid (including direct rollovers)2013-09-30$1,719
Total plan assets at end of year2013-09-30$886,419
Total plan assets at beginning of year2013-09-30$771,862
Total contributions received or receivable from participants2013-09-30$53,490
Other income received2013-09-30$12,430
Net income (gross income less expenses)2013-09-30$114,557
Net plan assets at end of year (total assets less liabilities)2013-09-30$886,419
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$771,862
Total contributions received or receivable from employer(s)2013-09-30$50,407
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$51
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$110,626
Expenses. Total of all expenses incurred2012-09-30$36,866
Benefits paid (including direct rollovers)2012-09-30$36,806
Total plan assets at end of year2012-09-30$771,862
Total plan assets at beginning of year2012-09-30$698,102
Total contributions received or receivable from participants2012-09-30$54,568
Other income received2012-09-30$12,257
Net income (gross income less expenses)2012-09-30$73,760
Net plan assets at end of year (total assets less liabilities)2012-09-30$771,862
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$698,102
Total contributions received or receivable from employer(s)2012-09-30$43,801
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2011 401k financial data
Total income from all sources2011-09-30$116,820
Expenses. Total of all expenses incurred2011-09-30$72
Total plan assets at end of year2011-09-30$698,102
Total plan assets at beginning of year2011-09-30$581,354
Total contributions received or receivable from participants2011-09-30$53,839
Expenses. Other expenses not covered elsewhere2011-09-30$72
Other income received2011-09-30$20,680
Net income (gross income less expenses)2011-09-30$116,748
Net plan assets at end of year (total assets less liabilities)2011-09-30$698,102
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$581,354
Total contributions received or receivable from employer(s)2011-09-30$42,301
2010 : JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K)

2022: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 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 – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: JOHN R. LINSTROM, DDS, PC. PROFIT SHARING PLAN WITH SAFE HARBOR 401(K) 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number931320359D1
Policy instance 1
Insurance contract or identification number931320359D1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number931320359D1
Policy instance 1
Insurance contract or identification number931320359D1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number931320359D1
Policy instance 1
Insurance contract or identification number931320359D1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number931320359D1
Policy instance 1
Insurance contract or identification number931320359D1
Insurance policy start date2019-10-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number931320359D1
Policy instance 1
Insurance contract or identification number931320359D1
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number931320359D1
Policy instance 1
Insurance contract or identification number931320359D1
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
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

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