401k Plan data: THOMAS R. DUNN, D.D.S. 401(K) PLAN plan

THOMAS R. DUNN, D.D.S. 401(K) PLAN 401k Plan overview

Plan Name	THOMAS R. DUNN, D.D.S. 401(K) PLAN
Plan identification number	001

THOMAS R. DUNN, D.D.S. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan covering Self-Employed individuals.
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

THOMAS R. DUNN, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: THOMAS R. DUNN, D.D.S.

Employer identification number (EIN): 222265523

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS R. DUNN, D.D.S. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 THOMAS R. DUNN, D.D.S. 2023-06-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 THOMAS DUNN THOMAS DUNN 2018-04-09
001 2016-01-01 THOMAS DUNN THOMAS DUNN 2017-07-20
001 2015-01-01 THOMAS DUNN THOMAS DUNN 2016-05-17
001 2014-01-01 THOMAS DUNN THOMAS DUNN 2015-07-21
001 2013-01-01 THOMAS DUNN THOMAS DUNN 2014-07-29
001 2012-01-01 THOMAS DUNN THOMAS DUNN 2013-09-17
001 2011-01-01 THOMAS DUNN THOMAS DUNN 2012-05-15
001 2009-01-01 THOMAS DUNN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	THOMAS R. DUNN, D.D.S.	2023-06-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	THOMAS DUNN		THOMAS DUNN	2018-04-09
001	2016-01-01	THOMAS DUNN		THOMAS DUNN	2017-07-20
001	2015-01-01	THOMAS DUNN		THOMAS DUNN	2016-05-17
001	2014-01-01	THOMAS DUNN		THOMAS DUNN	2015-07-21
001	2013-01-01	THOMAS DUNN		THOMAS DUNN	2014-07-29
001	2012-01-01	THOMAS DUNN		THOMAS DUNN	2013-09-17
001	2011-01-01	THOMAS DUNN		THOMAS DUNN	2012-05-15
001	2009-01-01	THOMAS DUNN

Plan Statistics for THOMAS R. DUNN, D.D.S. 401(K) PLAN

401k plan membership statisitcs for THOMAS R. DUNN, D.D.S. 401(K) PLAN

Measure Date Value
2021: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
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 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of other retired or separated participants entitled to future 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Total of all active and inactive participants 2019-01-01 6
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
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
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THOMAS R. DUNN, D.D.S. 401(K) PLAN 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 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: THOMAS R. DUNN, D.D.S. 401(K) PLAN 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 4
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THOMAS R. DUNN, D.D.S. 401(K) PLAN 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
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	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of other retired or separated participants entitled to future 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Total of all active and inactive participants	2019-01-01	6
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
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
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THOMAS R. DUNN, D.D.S. 401(K) PLAN 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	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: THOMAS R. DUNN, D.D.S. 401(K) PLAN 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	4
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THOMAS R. DUNN, D.D.S. 401(K) PLAN 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THOMAS R. DUNN, D.D.S. 401(K) PLAN

Measure	Date	Value
2021 : THOMAS R. DUNN, D.D.S. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$170,139
Expenses. Total of all expenses incurred	2021-12-31	$7,980
Benefits paid (including direct rollovers)	2021-12-31	$498
Total plan assets at end of year	2021-12-31	$1,381,468
Total plan assets at beginning of year	2021-12-31	$1,219,309
Value of fidelity bond covering the plan	2021-12-31	$150,000
Total contributions received or receivable from participants	2021-12-31	$26,732
Expenses. Other expenses not covered elsewhere	2021-12-31	$7,482
Other income received	2021-12-31	$99,963
Net income (gross income less expenses)	2021-12-31	$162,159
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,381,468
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,219,309
Total contributions received or receivable from employer(s)	2021-12-31	$43,444
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : THOMAS R. DUNN, D.D.S. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$161,569
Expenses. Total of all expenses incurred	2020-12-31	$5,341
Total plan assets at end of year	2020-12-31	$1,219,309
Total plan assets at beginning of year	2020-12-31	$1,063,081
Value of fidelity bond covering the plan	2020-12-31	$125,000
Total contributions received or receivable from participants	2020-12-31	$27,572
Expenses. Other expenses not covered elsewhere	2020-12-31	$5,341
Other income received	2020-12-31	$85,373
Net income (gross income less expenses)	2020-12-31	$156,228
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,219,309
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,063,081
Total contributions received or receivable from employer(s)	2020-12-31	$48,624
2019 : THOMAS R. DUNN, D.D.S. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$196,560
Expenses. Total of all expenses incurred	2019-12-31	$8,025
Benefits paid (including direct rollovers)	2019-12-31	$3,844
Total plan assets at end of year	2019-12-31	$1,063,081
Total plan assets at beginning of year	2019-12-31	$874,546
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$26,630
Expenses. Other expenses not covered elsewhere	2019-12-31	$4,181
Other income received	2019-12-31	$124,793
Net income (gross income less expenses)	2019-12-31	$188,535
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,063,081
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$874,546
Total contributions received or receivable from employer(s)	2019-12-31	$45,137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THOMAS R. DUNN, D.D.S. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total income from all sources	2018-12-31	$52,483
Expenses. Total of all expenses incurred	2018-12-31	$12,539
Benefits paid (including direct rollovers)	2018-12-31	$8,722
Total plan assets at end of year	2018-12-31	$874,546
Total plan assets at beginning of year	2018-12-31	$834,602
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$24,500
Expenses. Other expenses not covered elsewhere	2018-12-31	$3,817
Other income received	2018-12-31	$-15,494
Net income (gross income less expenses)	2018-12-31	$39,944
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$874,546
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$834,602
Total contributions received or receivable from employer(s)	2018-12-31	$43,477
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THOMAS R. DUNN, D.D.S. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$114,908
Expenses. Total of all expenses incurred	2017-12-31	$1,272
Benefits paid (including direct rollovers)	2017-12-31	$1,272
Total plan assets at end of year	2017-12-31	$834,602
Total plan assets at beginning of year	2017-12-31	$720,966
Value of fidelity bond covering the plan	2017-12-31	$90,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$46,437
Net income (gross income less expenses)	2017-12-31	$113,636
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$834,602
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$720,966
Total contributions received or receivable from employer(s)	2017-12-31	$44,471
2016 : THOMAS R. DUNN, D.D.S. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$88,435
Expenses. Total of all expenses incurred	2016-12-31	$150
Total plan assets at end of year	2016-12-31	$720,966
Total plan assets at beginning of year	2016-12-31	$632,681
Value of fidelity bond covering the plan	2016-12-31	$75,000
Total contributions received or receivable from participants	2016-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$150
Other income received	2016-12-31	$22,602
Net income (gross income less expenses)	2016-12-31	$88,285
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$720,966
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$632,681
Total contributions received or receivable from employer(s)	2016-12-31	$41,833
2015 : THOMAS R. DUNN, D.D.S. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$64,159
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$632,681
Total plan assets at beginning of year	2015-12-31	$568,522
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Other income received	2015-12-31	$-2,130
Net income (gross income less expenses)	2015-12-31	$64,159
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$632,681
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$568,522
Total contributions received or receivable from employer(s)	2015-12-31	$42,289
2014 : THOMAS R. DUNN, D.D.S. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$71,837
Expenses. Total of all expenses incurred	2014-12-31	$17,002
Benefits paid (including direct rollovers)	2014-12-31	$16,852
Total plan assets at end of year	2014-12-31	$568,522
Total plan assets at beginning of year	2014-12-31	$513,687
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$150
Other income received	2014-12-31	$9,455
Net income (gross income less expenses)	2014-12-31	$54,835
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$568,522
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$513,687
Total contributions received or receivable from employer(s)	2014-12-31	$39,382
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THOMAS R. DUNN, D.D.S. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$78,952
Expenses. Total of all expenses incurred	2013-12-31	$3,181
Benefits paid (including direct rollovers)	2013-12-31	$3,031
Total plan assets at end of year	2013-12-31	$513,687
Total plan assets at beginning of year	2013-12-31	$437,916
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$23,200
Expenses. Other expenses not covered elsewhere	2013-12-31	$150
Other income received	2013-12-31	$19,339
Net income (gross income less expenses)	2013-12-31	$75,771
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$513,687
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$437,916
Total contributions received or receivable from employer(s)	2013-12-31	$36,413
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THOMAS R. DUNN, D.D.S. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$79,118
Expenses. Total of all expenses incurred	2012-12-31	$150
Total plan assets at end of year	2012-12-31	$437,916
Total plan assets at beginning of year	2012-12-31	$358,948
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$22,920
Expenses. Other expenses not covered elsewhere	2012-12-31	$150
Other income received	2012-12-31	$17,462
Net income (gross income less expenses)	2012-12-31	$78,968
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$437,916
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$358,948
Total contributions received or receivable from employer(s)	2012-12-31	$38,736
2011 : THOMAS R. DUNN, D.D.S. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$66,054
Expenses. Total of all expenses incurred	2011-12-31	$150
Total plan assets at end of year	2011-12-31	$358,948
Total plan assets at beginning of year	2011-12-31	$293,044
Value of fidelity bond covering the plan	2011-12-31	$35,000
Total contributions received or receivable from participants	2011-12-31	$22,040
Expenses. Other expenses not covered elsewhere	2011-12-31	$150
Other income received	2011-12-31	$6,562
Net income (gross income less expenses)	2011-12-31	$65,904
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$358,948
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$293,044
Total contributions received or receivable from employer(s)	2011-12-31	$37,452
2010 : THOMAS R. DUNN, D.D.S. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$58,025
Expenses. Total of all expenses incurred	2010-12-31	$150
Total plan assets at end of year	2010-12-31	$293,044
Total plan assets at beginning of year	2010-12-31	$235,169
Value of fidelity bond covering the plan	2010-12-31	$35,000
Total contributions received or receivable from participants	2010-12-31	$22,270
Expenses. Other expenses not covered elsewhere	2010-12-31	$150
Other income received	2010-12-31	$-2,000
Net income (gross income less expenses)	2010-12-31	$57,875
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$293,044
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$235,169
Total contributions received or receivable from employer(s)	2010-12-31	$37,755

Form 5500 Responses for THOMAS R. DUNN, D.D.S. 401(K) PLAN

2021: THOMAS R. DUNN, D.D.S. 401(K) PLAN 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: THOMAS R. DUNN, D.D.S. 401(K) PLAN 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: THOMAS R. DUNN, D.D.S. 401(K) PLAN 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: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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: THOMAS R. DUNN, D.D.S. 401(K) PLAN 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
2011: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THOMAS R. DUNN, D.D.S. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THOMAS R. DUNN, D.D.S.
Employer identification number (EIN):	222265523
NAIC Classification:	621210
NAIC Description:	Offices of Dentists