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JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN
Plan identification number 001

JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

JEFFREY S. BURDEN, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY S. BURDEN, DDS, INC.
Employer identification number (EIN):201446593
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01JEFFREY S BURDEN
0012011-01-01JEFFREY S BURDEN
0012009-01-01JEFFREY S BURDEN

Plan Statistics for JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN

Measure Date Value
2014: JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-013
2011: JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN

Measure Date Value
2014 : JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$514,564
Total income from all sources2014-12-31$20,869
Total plan assets at end of year2014-12-31$20,869
Value of fidelity bond covering the plan2014-12-31$60,000
Total contributions received or receivable from participants2014-12-31$21,593
Other income received2014-12-31$-724
Net income (gross income less expenses)2014-12-31$20,869
Net plan assets at end of year (total assets less liabilities)2014-12-31$20,869
Total contributions received or receivable from employer(s)2014-12-31$6,570
2013 : JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$75,010
Total plan assets at end of year2013-12-31$514,564
Total plan assets at beginning of year2013-12-31$439,554
Value of fidelity bond covering the plan2013-12-31$55,000
Other income received2013-12-31$75,010
Net income (gross income less expenses)2013-12-31$75,010
Net plan assets at end of year (total assets less liabilities)2013-12-31$514,564
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$439,554
2012 : JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$58,019
Expenses. Total of all expenses incurred2012-12-31$15,057
Benefits paid (including direct rollovers)2012-12-31$15,057
Total plan assets at end of year2012-12-31$439,554
Total plan assets at beginning of year2012-12-31$396,592
Other income received2012-12-31$58,019
Net income (gross income less expenses)2012-12-31$42,962
Net plan assets at end of year (total assets less liabilities)2012-12-31$439,554
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$396,592
2011 : JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-972
Total plan assets at end of year2011-12-31$396,592
Total plan assets at beginning of year2011-12-31$397,563
Other income received2011-12-31$-972
Net income (gross income less expenses)2011-12-31$-972
Net plan assets at end of year (total assets less liabilities)2011-12-31$396,592
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$397,563
2010 : JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$38,366
Total plan assets at end of year2010-12-31$397,563
Total plan assets at beginning of year2010-12-31$359,197
Other income received2010-12-31$38,366
Net income (gross income less expenses)2010-12-31$38,366
Net plan assets at end of year (total assets less liabilities)2010-12-31$397,563
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$359,197

Form 5500 Responses for JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN

2014: JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JEFFREY S. BURDEN, DDS, INC. ROTH 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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