401k Plan data: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN plan

EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 401k Plan overview

Plan Name	EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN
Plan identification number	002

EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

EDWARD W. BOEHM JR. DMD has sponsored the creation of one or more 401k plans.

Company Name: EDWARD W. BOEHM JR. DMD

Employer identification number (EIN): 222641147

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 EDWARD W. BOEHM JR.
002 2016-01-01 EDWARD W. BOEHM JR.
002 2015-01-01 EDWARD W. BOEHM JR.
002 2014-01-01 EDWARD W. BOEHM JR.
002 2013-01-01 EDWARD W. BOEHM JR.
002 2012-01-01 EDWARD W. BOEHM JR.
002 2011-01-01 EDWARD W BOEHM JR
002 2010-01-01 EDWARD W BOEHM JR
002 2009-01-01 EDWARD W BOEHM JR

Plan Statistics for EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN

401k plan membership statisitcs for EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN

Measure Date Value
2021: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
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 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Total of all active and inactive participants 2019-01-01 5
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
2018: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
2017: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
2016: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
2014: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
2013: EDWARD W. BOEHM JR. DMD PROFIT SHARING 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 4
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
2012: EDWARD W. BOEHM JR. DMD PROFIT SHARING 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 3
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
2011: EDWARD W. BOEHM JR. DMD PROFIT SHARING 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 3
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
2010: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 4
Total participants 2010-01-01 4
2009: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
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 1
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4

Measure	Date	Value
2021: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
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	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Total of all active and inactive participants	2019-01-01	5
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
2018: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
2017: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
2016: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
2014: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
2013: EDWARD W. BOEHM JR. DMD PROFIT SHARING 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	4
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
2012: EDWARD W. BOEHM JR. DMD PROFIT SHARING 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	3
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
2011: EDWARD W. BOEHM JR. DMD PROFIT SHARING 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	3
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
2010: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	4
Total participants	2010-01-01	4
2009: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
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	1
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4

Financial Data on EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN

Measure	Date	Value
2021 : EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$1,430,488
Total income from all sources	2021-12-31	$626,035
Expenses. Total of all expenses incurred	2021-12-31	$12,770
Total plan assets at end of year	2021-12-31	$3,558,668
Total plan assets at beginning of year	2021-12-31	$1,514,915
Other income received	2021-12-31	$466,898
Net income (gross income less expenses)	2021-12-31	$613,265
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,558,668
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,514,915
Total contributions received or receivable from employer(s)	2021-12-31	$159,137
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$12,770
2020 : EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$30,833
Total income from all sources	2020-12-31	$-107,771
Expenses. Total of all expenses incurred	2020-12-31	$2,859
Total plan assets at end of year	2020-12-31	$1,514,915
Total plan assets at beginning of year	2020-12-31	$1,594,712
Other income received	2020-12-31	$-139,261
Net income (gross income less expenses)	2020-12-31	$-110,630
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,514,915
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,594,712
Total contributions received or receivable from employer(s)	2020-12-31	$31,490
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,859
2019 : EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$276,555
Expenses. Total of all expenses incurred	2019-12-31	$484
Total plan assets at end of year	2019-12-31	$1,594,712
Total plan assets at beginning of year	2019-12-31	$1,318,641
Expenses. Other expenses not covered elsewhere	2019-12-31	$484
Other income received	2019-12-31	$245,807
Net income (gross income less expenses)	2019-12-31	$276,071
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,594,712
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,318,641
Total contributions received or receivable from employer(s)	2019-12-31	$30,748
2018 : EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$-491,052
Total income from all sources	2018-12-31	$-286,288
Expenses. Total of all expenses incurred	2018-12-31	$25
Total plan assets at end of year	2018-12-31	$784,676
Total plan assets at beginning of year	2018-12-31	$1,562,041
Expenses. Other expenses not covered elsewhere	2018-12-31	$25
Other income received	2018-12-31	$-286,288
Net income (gross income less expenses)	2018-12-31	$-286,313
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$784,676
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,562,041
2017 : EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$152,967
Expenses. Total of all expenses incurred	2017-12-31	$150
Total plan assets at end of year	2017-12-31	$1,562,041
Total plan assets at beginning of year	2017-12-31	$1,409,224
Expenses. Other expenses not covered elsewhere	2017-12-31	$150
Other income received	2017-12-31	$152,967
Net income (gross income less expenses)	2017-12-31	$152,817
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,562,041
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,409,224
2016 : EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$183,450
Total plan assets at end of year	2016-12-31	$1,409,224
Total plan assets at beginning of year	2016-12-31	$1,225,774
Other income received	2016-12-31	$183,450
Net income (gross income less expenses)	2016-12-31	$183,450
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,409,224
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,225,774
2015 : EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-193,206
Total plan assets at end of year	2015-12-31	$1,225,774
Total plan assets at beginning of year	2015-12-31	$1,418,980
Other income received	2015-12-31	$-193,206
Net income (gross income less expenses)	2015-12-31	$-193,206
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,225,774
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,418,980
2014 : EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$41,289
Total plan assets at end of year	2014-12-31	$1,418,980
Total plan assets at beginning of year	2014-12-31	$1,377,691
Other income received	2014-12-31	$7,261
Net income (gross income less expenses)	2014-12-31	$41,289
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,418,980
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,377,691
Total contributions received or receivable from employer(s)	2014-12-31	$34,028
2013 : EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$574,880
Total plan assets at end of year	2013-12-31	$1,377,691
Total plan assets at beginning of year	2013-12-31	$802,811
Other income received	2013-12-31	$542,557
Net income (gross income less expenses)	2013-12-31	$574,880
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,377,691
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$802,811
Total contributions received or receivable from employer(s)	2013-12-31	$32,323
2012 : EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$155,487
Total plan assets at end of year	2012-12-31	$802,811
Total plan assets at beginning of year	2012-12-31	$647,324
Other income received	2012-12-31	$125,879
Net income (gross income less expenses)	2012-12-31	$155,487
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$802,811
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$647,324
Total contributions received or receivable from employer(s)	2012-12-31	$29,608
2011 : EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-73,830
Total plan assets at end of year	2011-12-31	$647,324
Total plan assets at beginning of year	2011-12-31	$721,154
Other income received	2011-12-31	$-103,194
Net income (gross income less expenses)	2011-12-31	$-73,830
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$647,324
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$721,154
Total contributions received or receivable from employer(s)	2011-12-31	$29,364
2010 : EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$260,214
Total plan assets at end of year	2010-12-31	$721,154
Total plan assets at beginning of year	2010-12-31	$460,940
Other income received	2010-12-31	$230,983
Net income (gross income less expenses)	2010-12-31	$260,214
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$721,154
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$460,940
Total contributions received or receivable from employer(s)	2010-12-31	$29,231

Form 5500 Responses for EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN

2021: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EDWARD W. BOEHM JR. DMD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDWARD W. BOEHM JR. DMD
Employer identification number (EIN):	222641147
NAIC Classification:	621210
NAIC Description:	Offices of Dentists