401k Plan data: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS plan

PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 401k Plan overview

Plan Name	PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS
Plan identification number	001

PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS Benefits

401k Plan Type	Defined 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.

401k Sponsoring company profile

EDWARD D. PAUL, D.D.S., M.S. has sponsored the creation of one or more 401k plans.

Company Name: EDWARD D. PAUL, D.D.S., M.S.

Employer identification number (EIN): 061335773

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 EDWARD PAUL
001 2023-01-01
001 2023-01-01 EDWARD PAUL
001 2022-01-01
001 2022-01-01 EDWARD PAUL
001 2021-01-01
001 2021-01-01 EDWARD PAUL
001 2020-01-01
001 2019-01-01
001 2018-01-01 EDWARD PAUL EDWARD PAUL 2019-04-28
001 2017-01-01 EDWARD PAUL
001 2016-01-01 EDWARD PAUL EDWARD PAUL 2017-05-17
001 2015-01-01 EDWARD PAUL EDWARD PAUL 2016-05-19
001 2014-01-01 EDWARD PAUL
001 2013-01-01 EDWARD PAUL
001 2012-01-01 EDWARD PAUL
001 2011-01-01 EDWARD PAUL 2012-07-04
001 2010-01-01 EDWARD PAUL 2011-07-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	EDWARD PAUL
001	2023-01-01
001	2023-01-01	EDWARD PAUL
001	2022-01-01
001	2022-01-01	EDWARD PAUL
001	2021-01-01
001	2021-01-01	EDWARD PAUL
001	2020-01-01
001	2019-01-01
001	2018-01-01	EDWARD PAUL		EDWARD PAUL	2019-04-28
001	2017-01-01	EDWARD PAUL
001	2016-01-01	EDWARD PAUL		EDWARD PAUL	2017-05-17
001	2015-01-01	EDWARD PAUL		EDWARD PAUL	2016-05-19
001	2014-01-01	EDWARD PAUL
001	2013-01-01	EDWARD PAUL
001	2012-01-01	EDWARD PAUL
001	2011-01-01	EDWARD PAUL	2012-07-04
001	2010-01-01	EDWARD PAUL	2011-07-10

Financial Data on PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS

Measure	Date	Value
2024 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2024 401k financial data
Total income from all sources	2024-01-01	$273,632
Expenses. Total of all expenses incurred	2024-01-01	$0
Total plan assets at end of year	2024-01-01	$1,651,967
Total plan assets at beginning of year	2024-01-01	$1,378,335
Value of fidelity bond covering the plan	2024-01-01	$1,500,000
Other income received	2024-01-01	$258,691
Net income (gross income less expenses)	2024-01-01	$273,632
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$1,651,967
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$1,378,335
Total contributions received or receivable from employer(s)	2024-01-01	$14,941
2023 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2023 401k financial data
Total income from all sources	2023-12-31	$261,472
Expenses. Total of all expenses incurred	2023-12-31	$-1,371
Total plan assets at end of year	2023-12-31	$1,378,335
Total plan assets at beginning of year	2023-12-31	$1,115,492
Value of fidelity bond covering the plan	2023-12-31	$1,500,000
Other income received	2023-12-31	$228,404
Net income (gross income less expenses)	2023-12-31	$262,843
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,378,335
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,115,492
Total contributions received or receivable from employer(s)	2023-12-31	$33,068
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$-1,371
2022 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2022 401k financial data
Total income from all sources	2022-12-31	$-246,981
Expenses. Total of all expenses incurred	2022-12-31	$995,741
Benefits paid (including direct rollovers)	2022-12-31	$993,824
Total plan assets at end of year	2022-12-31	$1,115,492
Total plan assets at beginning of year	2022-12-31	$2,358,214
Value of fidelity bond covering the plan	2022-12-31	$1,500,000
Other income received	2022-12-31	$-289,708
Net income (gross income less expenses)	2022-12-31	$-1,242,722
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,115,492
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,358,214
Total contributions received or receivable from employer(s)	2022-12-31	$42,727
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,917
2021 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2021 401k financial data
Total income from all sources	2021-12-31	$357,346
Expenses. Total of all expenses incurred	2021-12-31	$1,911
Total plan assets at end of year	2021-12-31	$2,358,214
Total plan assets at beginning of year	2021-12-31	$2,002,779
Value of fidelity bond covering the plan	2021-12-31	$150,000
Other income received	2021-12-31	$331,055
Net income (gross income less expenses)	2021-12-31	$355,435
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,358,214
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,002,779
Total contributions received or receivable from employer(s)	2021-12-31	$26,291
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,911
2020 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2020 401k financial data
Total income from all sources	2020-12-31	$289,544
Expenses. Total of all expenses incurred	2020-12-31	$1,532
Total plan assets at end of year	2020-12-31	$2,002,779
Total plan assets at beginning of year	2020-12-31	$1,714,767
Value of fidelity bond covering the plan	2020-12-31	$150,000
Other income received	2020-12-31	$254,973
Net income (gross income less expenses)	2020-12-31	$288,012
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,002,779
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,714,767
Total contributions received or receivable from employer(s)	2020-12-31	$34,571
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,532
2019 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2019 401k financial data
Total income from all sources	2019-12-31	$330,796
Expenses. Total of all expenses incurred	2019-12-31	$8,494
Benefits paid (including direct rollovers)	2019-12-31	$8,494
Total plan assets at end of year	2019-12-31	$1,714,767
Total plan assets at beginning of year	2019-12-31	$1,392,465
Value of fidelity bond covering the plan	2019-12-31	$125,000
Other income received	2019-12-31	$308,636
Net income (gross income less expenses)	2019-12-31	$322,302
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,714,767
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,392,465
Total contributions received or receivable from employer(s)	2019-12-31	$22,160
2018 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2018 401k financial data
Total income from all sources	2018-12-31	$33,332
Expenses. Total of all expenses incurred	2018-12-31	$83,705
Total plan assets at end of year	2018-12-31	$1,392,465
Total plan assets at beginning of year	2018-12-31	$1,442,838
Value of fidelity bond covering the plan	2018-12-31	$125,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$83,705
Net income (gross income less expenses)	2018-12-31	$-50,373
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,392,465
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,442,838
Total contributions received or receivable from employer(s)	2018-12-31	$33,332
2017 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total income from all sources	2017-12-31	$244,130
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,442,838
Total plan assets at beginning of year	2017-12-31	$1,198,708
Value of fidelity bond covering the plan	2017-12-31	$125,000
Other income received	2017-12-31	$221,057
Net income (gross income less expenses)	2017-12-31	$244,130
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,442,838
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,198,708
Total contributions received or receivable from employer(s)	2017-12-31	$23,073
2016 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total income from all sources	2016-12-31	$83,804
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,198,708
Total plan assets at beginning of year	2016-12-31	$1,114,904
Value of fidelity bond covering the plan	2016-12-31	$125,000
Other income received	2016-12-31	$83,804
Net income (gross income less expenses)	2016-12-31	$83,804
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,198,708
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,114,904
2015 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2015 401k financial data
Total income from all sources	2015-12-31	$29,175
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,114,904
Total plan assets at beginning of year	2015-12-31	$1,085,729
Value of fidelity bond covering the plan	2015-12-31	$125,000
Other income received	2015-12-31	$7,357
Net income (gross income less expenses)	2015-12-31	$29,175
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,114,904
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,085,729
Total contributions received or receivable from employer(s)	2015-12-31	$21,818
2014 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2014 401k financial data
Total income from all sources	2014-12-31	$78,174
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,085,729
Total plan assets at beginning of year	2014-12-31	$1,007,555
Value of fidelity bond covering the plan	2014-12-31	$125,000
Other income received	2014-12-31	$64,695
Net income (gross income less expenses)	2014-12-31	$78,174
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,085,729
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,007,555
Total contributions received or receivable from employer(s)	2014-12-31	$13,479
2013 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2013 401k financial data
Total income from all sources	2013-12-31	$184,573
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,007,555
Total plan assets at beginning of year	2013-12-31	$822,982
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$170,024
Net income (gross income less expenses)	2013-12-31	$184,573
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,007,555
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$822,982
Total contributions received or receivable from employer(s)	2013-12-31	$14,549
2012 : PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2012 401k financial data
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	$43,778
Expenses. Total of all expenses incurred	2012-12-31	$45,851
Benefits paid (including direct rollovers)	2012-12-31	$45,851
Total plan assets at end of year	2012-12-31	$822,982
Total plan assets at beginning of year	2012-12-31	$748,076
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$28,778
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-2,073
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$822,982
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$748,076
Total contributions received or receivable from employer(s)	2012-12-31	$15,000
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

Form 5500 Responses for PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS

2023: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 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: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
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: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
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: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
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: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
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: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
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: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
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: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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: PROFIT SHARING PLAN FOR EDWARD D. PAUL, DDS, MS 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

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Company Name:	EDWARD D. PAUL, D.D.S., M.S.
Employer identification number (EIN):	061335773
NAIC Classification:	621210
NAIC Description:	Offices of Dentists