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| Plan Name | DAVID J SHERRICK DDS PC PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DAVID J SHERRICK DDS PC |
| Employer identification number (EIN): | 141620882 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2018-10-01 | ||||
| 001 | 2017-10-01 | ||||
| 001 | 2016-10-01 | ||||
| 001 | 2015-10-01 | ||||
| 001 | 2014-10-01 | ||||
| 001 | 2013-10-01 | ||||
| 001 | 2012-10-01 | ROBERT MCMILLEN | 2014-04-22 | ||
| 001 | 2011-10-01 | ROBERT MCMILLEN | 2013-04-11 | ||
| 001 | 2009-10-01 | ROBERT MCMILLEN |
| Measure | Date | Value |
|---|---|---|
| 2011 : DAVID J SHERRICK DDS PC PROFIT SHARING PLAN 2011 401k financial data | ||
| Total plan liabilities at end of year | 2011-09-30 | $0 |
| Total plan liabilities at beginning of year | 2011-09-30 | $0 |
| Total income from all sources | 2011-09-30 | $520 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $4,266 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $4,266 |
| Total plan assets at end of year | 2011-09-30 | $715,844 |
| Total plan assets at beginning of year | 2011-09-30 | $719,590 |
| Value of fidelity bond covering the plan | 2011-09-30 | $80,000 |
| Total contributions received or receivable from participants | 2011-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-09-30 | $0 |
| Other income received | 2011-09-30 | $520 |
| Noncash contributions received | 2011-09-30 | $0 |
| Net income (gross income less expenses) | 2011-09-30 | $-3,746 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $715,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $719,590 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $0 |
| 2009: DAVID J SHERRICK DDS PC PROFIT SHARING PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
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