PERFECT CHOICE DENTAL, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2022: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 7 |
| Total participants | 2022-01-01 | 7 |
| Number of participants with account balances | 2022-01-01 | 7 |
| 2021: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 7 |
| Total participants | 2021-01-01 | 7 |
| Number of participants with account balances | 2021-01-01 | 7 |
| 2020: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 6 |
| Total participants | 2020-01-01 | 6 |
| Number of participants with account balances | 2020-01-01 | 6 |
| 2019: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| 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 | 5 |
| Total participants | 2019-01-01 | 5 |
| Number of participants with account balances | 2019-01-01 | 5 |
| 2018: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 6 |
| Total participants | 2018-01-01 | 6 |
| Number of participants with account balances | 2018-01-01 | 6 |
| 2017: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 5 |
| 2016: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| 2015: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| 2014: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Total participants | 2014-01-01 | 4 |
| 2013: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Total participants | 2013-01-01 | 4 |
| Number of participants with account balances | 2013-01-01 | 4 |
| 2012: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| 2011: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| 2010: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-44,589 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $4,300 |
| Total plan assets at end of year | 2022-12-31 | $380,806 |
| Total plan assets at beginning of year | 2022-12-31 | $429,695 |
| Value of fidelity bond covering the plan | 2022-12-31 | $385,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $16,645 |
| Other income received | 2022-12-31 | $-68,686 |
| Net income (gross income less expenses) | 2022-12-31 | $-48,889 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $380,806 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $429,695 |
| Assets. Value of participant loans | 2022-12-31 | $213 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $7,452 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,300 |
| 2021 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $62,563 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $4,458 |
| Total plan assets at end of year | 2021-12-31 | $429,695 |
| Total plan assets at beginning of year | 2021-12-31 | $371,590 |
| Value of fidelity bond covering the plan | 2021-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $12,846 |
| Other income received | 2021-12-31 | $41,556 |
| Net income (gross income less expenses) | 2021-12-31 | $58,105 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $429,695 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $371,590 |
| Assets. Value of participant loans | 2021-12-31 | $2,566 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $8,161 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $4,458 |
| 2020 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $27,859 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,184 |
| Total plan assets at end of year | 2020-12-31 | $371,590 |
| Total plan assets at beginning of year | 2020-12-31 | $346,915 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $5,440 |
| Other income received | 2020-12-31 | $16,374 |
| Net income (gross income less expenses) | 2020-12-31 | $24,675 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $371,590 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $346,915 |
| Assets. Value of participant loans | 2020-12-31 | $5,134 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $6,045 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,184 |
| 2019 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $68,168 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $36,851 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $31,513 |
| Total plan assets at end of year | 2019-12-31 | $346,915 |
| Total plan assets at beginning of year | 2019-12-31 | $315,598 |
| Value of fidelity bond covering the plan | 2019-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $2,005 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $6,878 |
| Other income received | 2019-12-31 | $60,416 |
| Net income (gross income less expenses) | 2019-12-31 | $31,317 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $346,915 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $315,598 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $5,747 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,338 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
| 2018 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-405 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $4,055 |
| Total plan assets at end of year | 2018-12-31 | $315,598 |
| Total plan assets at beginning of year | 2018-12-31 | $320,058 |
| Value of fidelity bond covering the plan | 2018-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $1,300 |
| Other income received | 2018-12-31 | $-6,921 |
| Net income (gross income less expenses) | 2018-12-31 | $-4,460 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $315,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $320,058 |
| Assets. Value of participant loans | 2018-12-31 | $9,239 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $5,216 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,055 |
| 2017 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $52,773 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,501 |
| Total plan assets at end of year | 2017-12-31 | $320,058 |
| Total plan assets at beginning of year | 2017-12-31 | $270,786 |
| Value of fidelity bond covering the plan | 2017-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $8,675 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $3,501 |
| Other income received | 2017-12-31 | $38,111 |
| Net income (gross income less expenses) | 2017-12-31 | $49,272 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $320,058 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $270,786 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $5,987 |
| 2016 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $45,387 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $20,216 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $17,136 |
| Total plan assets at end of year | 2016-12-31 | $270,786 |
| Total plan assets at beginning of year | 2016-12-31 | $245,615 |
| Value of fidelity bond covering the plan | 2016-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $17,235 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $3,080 |
| Other income received | 2016-12-31 | $17,905 |
| Net income (gross income less expenses) | 2016-12-31 | $25,171 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $270,786 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $245,615 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $10,247 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
| 2015 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $22,082 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,302 |
| Total plan assets at end of year | 2015-12-31 | $245,615 |
| Total plan assets at beginning of year | 2015-12-31 | $225,835 |
| Value of fidelity bond covering the plan | 2015-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $13,154 |
| Other income received | 2015-12-31 | $-8,301 |
| Net income (gross income less expenses) | 2015-12-31 | $19,780 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $245,615 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $225,835 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $17,229 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,302 |
| 2014 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $38,523 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,990 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,990 |
| Total plan assets at end of year | 2014-12-31 | $225,835 |
| Total plan assets at beginning of year | 2014-12-31 | $189,302 |
| Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $9,725 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $12,552 |
| Other income received | 2014-12-31 | $7,553 |
| Net income (gross income less expenses) | 2014-12-31 | $36,533 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $225,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $189,302 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $8,693 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $44,256 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $8,412 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $6,871 |
| Total plan assets at end of year | 2013-12-31 | $189,302 |
| Total plan assets at beginning of year | 2013-12-31 | $153,458 |
| Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $7,668 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,541 |
| Other income received | 2013-12-31 | $29,048 |
| Net income (gross income less expenses) | 2013-12-31 | $35,844 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $189,302 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $153,458 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $7,540 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $32,569 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,240 |
| Total plan assets at end of year | 2012-12-31 | $153,458 |
| Total plan assets at beginning of year | 2012-12-31 | $122,129 |
| Value of fidelity bond covering the plan | 2012-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $10,325 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,240 |
| Other income received | 2012-12-31 | $14,979 |
| Net income (gross income less expenses) | 2012-12-31 | $31,329 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $153,458 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $122,129 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $7,265 |
| 2011 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $12,307 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,114 |
| Total plan assets at end of year | 2011-12-31 | $122,129 |
| Total plan assets at beginning of year | 2011-12-31 | $110,936 |
| Value of fidelity bond covering the plan | 2011-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $9,364 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,114 |
| Other income received | 2011-12-31 | $-4,418 |
| Net income (gross income less expenses) | 2011-12-31 | $11,193 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $122,129 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $110,936 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $7,361 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $12,692 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,003 |
| Total plan assets at end of year | 2010-12-31 | $110,936 |
| Total plan assets at beginning of year | 2010-12-31 | $99,247 |
| Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $1,380 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,003 |
| Other income received | 2010-12-31 | $11,312 |
| Net income (gross income less expenses) | 2010-12-31 | $11,689 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $110,936 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $99,247 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : BRIAN P. OVERMYER, D.D.S. LTD. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
