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RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameRICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST
Plan identification number 001

RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RICHARD J SHANAHAN has sponsored the creation of one or more 401k plans.

Company Name:RICHARD J SHANAHAN
Employer identification number (EIN):060874812
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-11-01
0012017-11-01
0012016-11-01STANLEY SADLAK STANLEY SADLAK2018-07-30
0012015-11-01STANLEY SADLAK STANLEY SADLAK2017-07-27
0012014-11-01STANLEY SADLAK STANLEY SADLAK2016-08-15
0012013-11-01STANLEY SADLAK STANLEY SADLAK2015-08-13
0012012-11-01STANLEY SADLAK STANLEY SADLAK2014-08-07
0012011-11-01STANLEY SADLAK STANLEY SADLAK2013-08-12
0012009-11-01
0012009-11-01
0012009-11-01
0012009-11-01
0012008-11-01

Financial Data on RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST

Measure Date Value
2019 : RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-10-31$-323,786
Expenses. Total of all expenses incurred2019-10-31$41,000
Benefits paid (including direct rollovers)2019-10-31$41,000
Total plan assets at end of year2019-10-31$935,696
Total plan assets at beginning of year2019-10-31$1,300,482
Value of fidelity bond covering the plan2019-10-31$250,000
Assets. Value of loans (other than to participants)2019-10-31$104,000
Other income received2019-10-31$-323,786
Net income (gross income less expenses)2019-10-31$-364,786
Net plan assets at end of year (total assets less liabilities)2019-10-31$935,696
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$1,300,482
2017 : RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-10-31$99,062
Expenses. Total of all expenses incurred2017-10-31$70,010
Benefits paid (including direct rollovers)2017-10-31$70,000
Total plan assets at end of year2017-10-31$1,412,728
Total plan assets at beginning of year2017-10-31$1,383,676
Value of fidelity bond covering the plan2017-10-31$250,000
Total contributions received or receivable from participants2017-10-31$0
Assets. Value of loans (other than to participants)2017-10-31$672,540
Expenses. Other expenses not covered elsewhere2017-10-31$10
Contributions received from other sources (not participants or employers)2017-10-31$0
Other income received2017-10-31$99,062
Noncash contributions received2017-10-31$0
Net income (gross income less expenses)2017-10-31$29,052
Net plan assets at end of year (total assets less liabilities)2017-10-31$1,412,728
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$1,383,676
Total contributions received or receivable from employer(s)2017-10-31$0
Value of certain deemed distributions of participant loans2017-10-31$0
Value of corrective distributions2017-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$0
2016 : RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year2016-10-31$0
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$-66,056
Expenses. Total of all expenses incurred2016-10-31$99,904
Benefits paid (including direct rollovers)2016-10-31$76,956
Total plan assets at end of year2016-10-31$1,383,676
Total plan assets at beginning of year2016-10-31$1,549,636
Value of fidelity bond covering the plan2016-10-31$250,000
Total contributions received or receivable from participants2016-10-31$0
Assets. Value of loans (other than to participants)2016-10-31$692,802
Expenses. Other expenses not covered elsewhere2016-10-31$126
Contributions received from other sources (not participants or employers)2016-10-31$0
Other income received2016-10-31$-66,056
Noncash contributions received2016-10-31$0
Net income (gross income less expenses)2016-10-31$-165,960
Net plan assets at end of year (total assets less liabilities)2016-10-31$1,383,676
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$1,549,636
Total contributions received or receivable from employer(s)2016-10-31$0
Value of certain deemed distributions of participant loans2016-10-31$0
Value of corrective distributions2016-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$22,822
2015 : RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-10-31$0
Total plan liabilities at beginning of year2015-10-31$7,197
Total income from all sources2015-10-31$-32,429
Expenses. Total of all expenses incurred2015-10-31$112,312
Benefits paid (including direct rollovers)2015-10-31$93,000
Total plan assets at end of year2015-10-31$1,549,636
Total plan assets at beginning of year2015-10-31$1,701,574
Value of fidelity bond covering the plan2015-10-31$250,000
Assets. Value of loans (other than to participants)2015-10-31$783,112
Expenses. Other expenses not covered elsewhere2015-10-31$94
Other income received2015-10-31$-32,429
Net income (gross income less expenses)2015-10-31$-144,741
Net plan assets at end of year (total assets less liabilities)2015-10-31$1,549,636
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$1,694,377
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$19,218
2014 : RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-10-31$0
Total plan liabilities at end of year2014-10-31$7,197
Total plan liabilities at beginning of year2014-10-31$1,621
Total income from all sources2014-10-31$97,832
Expenses. Total of all expenses incurred2014-10-31$156,498
Benefits paid (including direct rollovers)2014-10-31$141,238
Total plan assets at end of year2014-10-31$1,701,574
Total plan assets at beginning of year2014-10-31$1,754,664
Value of fidelity bond covering the plan2014-10-31$250,000
Total contributions received or receivable from participants2014-10-31$0
Assets. Value of loans (other than to participants)2014-10-31$741,778
Expenses. Other expenses not covered elsewhere2014-10-31$257
Contributions received from other sources (not participants or employers)2014-10-31$0
Other income received2014-10-31$97,832
Noncash contributions received2014-10-31$0
Net income (gross income less expenses)2014-10-31$-58,666
Net plan assets at end of year (total assets less liabilities)2014-10-31$1,694,377
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$1,753,043
Total contributions received or receivable from employer(s)2014-10-31$0
Value of certain deemed distributions of participant loans2014-10-31$0
Value of corrective distributions2014-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$15,003
2013 : RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-10-31$1,621
Total plan liabilities at beginning of year2013-10-31$42,017
Total income from all sources2013-10-31$113,076
Expenses. Total of all expenses incurred2013-10-31$106,031
Benefits paid (including direct rollovers)2013-10-31$92,392
Total plan assets at end of year2013-10-31$1,754,664
Total plan assets at beginning of year2013-10-31$1,788,015
Value of fidelity bond covering the plan2013-10-31$250,000
Total contributions received or receivable from participants2013-10-31$0
Assets. Value of loans (other than to participants)2013-10-31$633,543
Expenses. Other expenses not covered elsewhere2013-10-31$13,639
Contributions received from other sources (not participants or employers)2013-10-31$0
Other income received2013-10-31$79,076
Noncash contributions received2013-10-31$0
Net income (gross income less expenses)2013-10-31$7,045
Net plan assets at end of year (total assets less liabilities)2013-10-31$1,753,043
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$1,745,998
Total contributions received or receivable from employer(s)2013-10-31$34,000
Value of certain deemed distributions of participant loans2013-10-31$0
Value of corrective distributions2013-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$0
2012 : RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-10-31$0
Total plan liabilities at end of year2012-10-31$42,017
Total plan liabilities at beginning of year2012-10-31$1,441
Total income from all sources2012-10-31$48,495
Expenses. Total of all expenses incurred2012-10-31$116,376
Benefits paid (including direct rollovers)2012-10-31$101,278
Total plan assets at end of year2012-10-31$1,788,015
Total plan assets at beginning of year2012-10-31$1,815,320
Value of fidelity bond covering the plan2012-10-31$250,000
Total contributions received or receivable from participants2012-10-31$0
Assets. Value of loans (other than to participants)2012-10-31$823,265
Expenses. Other expenses not covered elsewhere2012-10-31$0
Contributions received from other sources (not participants or employers)2012-10-31$0
Other income received2012-10-31$25,595
Noncash contributions received2012-10-31$0
Net income (gross income less expenses)2012-10-31$-67,881
Net plan assets at end of year (total assets less liabilities)2012-10-31$1,745,998
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$1,813,879
Total contributions received or receivable from employer(s)2012-10-31$22,900
Value of certain deemed distributions of participant loans2012-10-31$0
Value of corrective distributions2012-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$15,098
2011 : RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-10-31$0
Total plan liabilities at end of year2011-10-31$1,441
Total plan liabilities at beginning of year2011-10-31$0
Total income from all sources2011-10-31$172,375
Expenses. Total of all expenses incurred2011-10-31$73,444
Benefits paid (including direct rollovers)2011-10-31$73,441
Total plan assets at end of year2011-10-31$1,815,320
Total plan assets at beginning of year2011-10-31$1,714,948
Value of fidelity bond covering the plan2011-10-31$250,000
Total contributions received or receivable from participants2011-10-31$42,400
Assets. Value of loans (other than to participants)2011-10-31$1,014,297
Expenses. Other expenses not covered elsewhere2011-10-31$0
Contributions received from other sources (not participants or employers)2011-10-31$0
Other income received2011-10-31$129,975
Noncash contributions received2011-10-31$0
Net income (gross income less expenses)2011-10-31$98,931
Net plan assets at end of year (total assets less liabilities)2011-10-31$1,813,879
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$1,714,948
Total contributions received or receivable from employer(s)2011-10-31$0
Value of certain deemed distributions of participant loans2011-10-31$0
Value of corrective distributions2011-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$3

Form 5500 Responses for RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST

2018: RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: RICHARD J SHANAHAN PC PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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