401k Plan data: EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN plan

EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 401k Plan overview

Plan Name	EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN
Plan identification number	003

EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

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 MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 EDWARD W. BOEHM JR.
003 2016-01-01 EDWARD W. BOEHM JR.
003 2015-01-01 EDWARD W. BOEHM JR.
003 2014-01-01 EDWARD W. BOEHM JR.
003 2013-01-01 EDWARD W. BOEHM JR.
003 2012-01-01 EDWARD W. BOEHM JR.
003 2011-01-01 EDWARD W BOEHM JR
003 2009-01-01 EDWARD W BOEHM JR

Plan Statistics for EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN

401k plan membership statisitcs for EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN

Measure Date Value
2021: EDWARD W. BOEHM JR. DMD MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
2016: EDWARD W. BOEHM JR. DMD MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
2013: EDWARD W. BOEHM JR. DMD MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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
2009: EDWARD W. BOEHM JR. DMD MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
2016: EDWARD W. BOEHM JR. DMD MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
2013: EDWARD W. BOEHM JR. DMD MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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
2009: EDWARD W. BOEHM JR. DMD MONEY PURCHASE 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 MONEY PURCHASE PLAN

Measure	Date	Value
2021 : EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-1,851,521
Total income from all sources	2021-12-31	$3,222
Expenses. Total of all expenses incurred	2021-12-31	$42,697
Benefits paid (including direct rollovers)	2021-12-31	$42,533
Total plan assets at end of year	2021-12-31	$343,168
Total plan assets at beginning of year	2021-12-31	$2,234,164
Other income received	2021-12-31	$3,222
Net income (gross income less expenses)	2021-12-31	$-39,475
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$343,168
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,234,164
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$164
2020 : EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-196,321
Total income from all sources	2020-12-31	$-128,921
Expenses. Total of all expenses incurred	2020-12-31	$22,856
Benefits paid (including direct rollovers)	2020-12-31	$10,000
Total plan assets at end of year	2020-12-31	$2,234,164
Total plan assets at beginning of year	2020-12-31	$2,582,262
Other income received	2020-12-31	$-285,019
Net income (gross income less expenses)	2020-12-31	$-151,777
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,234,164
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,582,262
Total contributions received or receivable from employer(s)	2020-12-31	$156,098
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$12,856
2019 : EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$436,410
Expenses. Total of all expenses incurred	2019-12-31	$1,634
Total plan assets at end of year	2019-12-31	$2,582,262
Total plan assets at beginning of year	2019-12-31	$2,147,486
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,634
Other income received	2019-12-31	$400,734
Net income (gross income less expenses)	2019-12-31	$434,776
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,582,262
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,147,486
Total contributions received or receivable from employer(s)	2019-12-31	$35,676
2018 : EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$-1,139,444
Total income from all sources	2018-12-31	$552,040
Expenses. Total of all expenses incurred	2018-12-31	$1,317,893
Benefits paid (including direct rollovers)	2018-12-31	$1,317,748
Total plan assets at end of year	2018-12-31	$2,043,993
Total plan assets at beginning of year	2018-12-31	$3,949,290
Expenses. Other expenses not covered elsewhere	2018-12-31	$145
Other income received	2018-12-31	$552,040
Net income (gross income less expenses)	2018-12-31	$-765,853
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,043,993
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,949,290
2017 : EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,003,810
Expenses. Total of all expenses incurred	2017-12-31	$270
Total plan assets at end of year	2017-12-31	$3,949,290
Total plan assets at beginning of year	2017-12-31	$2,945,750
Expenses. Other expenses not covered elsewhere	2017-12-31	$270
Other income received	2017-12-31	$1,003,810
Net income (gross income less expenses)	2017-12-31	$1,003,540
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,949,290
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,945,750
2016 : EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$335,236
Total plan assets at end of year	2016-12-31	$2,945,750
Total plan assets at beginning of year	2016-12-31	$2,610,514
Other income received	2016-12-31	$335,236
Net income (gross income less expenses)	2016-12-31	$335,236
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,945,750
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,610,514
2015 : EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-413,023
Total plan assets at end of year	2015-12-31	$2,610,514
Total plan assets at beginning of year	2015-12-31	$3,023,537
Other income received	2015-12-31	$-413,023
Net income (gross income less expenses)	2015-12-31	$-413,023
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,610,514
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,023,537
2014 : EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$467,416
Total plan assets at end of year	2014-12-31	$3,023,537
Total plan assets at beginning of year	2014-12-31	$2,556,121
Other income received	2014-12-31	$436,154
Net income (gross income less expenses)	2014-12-31	$467,416
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,023,537
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,556,121
Total contributions received or receivable from employer(s)	2014-12-31	$31,262
2013 : EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$822,524
Total plan assets at end of year	2013-12-31	$2,556,121
Total plan assets at beginning of year	2013-12-31	$1,733,597
Other income received	2013-12-31	$792,779
Net income (gross income less expenses)	2013-12-31	$822,524
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,556,121
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,733,597
Total contributions received or receivable from employer(s)	2013-12-31	$29,745
2012 : EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$147,601
Total plan assets at end of year	2012-12-31	$1,733,597
Total plan assets at beginning of year	2012-12-31	$1,585,996
Other income received	2012-12-31	$119,847
Net income (gross income less expenses)	2012-12-31	$147,601
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,733,597
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,585,996
Total contributions received or receivable from employer(s)	2012-12-31	$27,754
2011 : EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$99,017
Total plan assets at end of year	2011-12-31	$1,585,996
Total plan assets at beginning of year	2011-12-31	$1,486,979
Other income received	2011-12-31	$71,142
Net income (gross income less expenses)	2011-12-31	$99,017
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,585,996
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,486,979
Total contributions received or receivable from employer(s)	2011-12-31	$27,875
2010 : EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$343,553
Total plan assets at end of year	2010-12-31	$1,486,979
Total plan assets at beginning of year	2010-12-31	$1,143,426
Other income received	2010-12-31	$315,833
Net income (gross income less expenses)	2010-12-31	$343,553
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,486,979
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,143,426
Total contributions received or receivable from employer(s)	2010-12-31	$27,720

Form 5500 Responses for EDWARD W. BOEHM JR. DMD MONEY PURCHASE PLAN

2021: EDWARD W. BOEHM JR. DMD MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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 MONEY PURCHASE 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
2009: EDWARD W. BOEHM JR. DMD MONEY PURCHASE 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