401k Plan data: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST plan

JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

JAMES E BURKHOLDER DDS PA has sponsored the creation of one or more 401k plans.

Company Name: JAMES E BURKHOLDER DDS PA

Employer identification number (EIN): 271509848

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 JANE C BURKHOLDER
002 2016-01-01 JANE C BURKHOLDER
002 2015-01-01 JANE C. BURKHOLDER
002 2014-01-01 JANE BURKHOLDER
002 2013-01-01 JAMES E. BURKHOLDER

Plan id#	Filing Submission Date	Name of Administrator
002	2017-01-01	JANE C BURKHOLDER
002	2016-01-01	JANE C BURKHOLDER
002	2015-01-01	JANE C. BURKHOLDER
002	2014-01-01	JANE BURKHOLDER
002	2013-01-01	JAMES E. BURKHOLDER

Plan Statistics for JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2017: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
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 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
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 2
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2017: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
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	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
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	2
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2017 : JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-10-13	$0
Total plan liabilities at end of year	2017-10-13	$0
Total plan liabilities at beginning of year	2017-10-13	$0
Total income from all sources	2017-10-13	$119,935
Expenses. Total of all expenses incurred	2017-10-13	$1,224,821
Benefits paid (including direct rollovers)	2017-10-13	$1,223,804
Total plan assets at end of year	2017-10-13	$0
Total plan assets at beginning of year	2017-10-13	$1,104,886
Value of fidelity bond covering the plan	2017-10-13	$100,000
Total contributions received or receivable from participants	2017-10-13	$49,200
Expenses. Other expenses not covered elsewhere	2017-10-13	$0
Contributions received from other sources (not participants or employers)	2017-10-13	$0
Other income received	2017-10-13	$51,812
Net income (gross income less expenses)	2017-10-13	$-1,104,886
Net plan assets at end of year (total assets less liabilities)	2017-10-13	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-10-13	$1,104,886
Total contributions received or receivable from employer(s)	2017-10-13	$18,923
Value of certain deemed distributions of participant loans	2017-10-13	$0
Value of corrective distributions	2017-10-13	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-13	$1,017
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-10-13	$0
Funding deficiency by the employer to the plan for this plan year	2017-10-13	$0
Minimum employer required contribution for this plan year	2017-10-13	$0
Amount contributed by the employer to the plan for this plan year	2017-10-13	$0
2016 : JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$137,944
Expenses. Total of all expenses incurred	2016-12-31	$11,316
Benefits paid (including direct rollovers)	2016-12-31	$11,241
Total plan assets at end of year	2016-12-31	$1,104,886
Total plan assets at beginning of year	2016-12-31	$978,258
Value of fidelity bond covering the plan	2016-12-31	$130,000
Total contributions received or receivable from participants	2016-12-31	$51,912
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$72,936
Net income (gross income less expenses)	2016-12-31	$126,628
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,104,886
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$978,258
Assets. Value of participant loans	2016-12-31	$6,295
Total contributions received or receivable from employer(s)	2016-12-31	$13,096
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$59,835
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$978,258
Total plan assets at beginning of year	2015-12-31	$918,423
Value of fidelity bond covering the plan	2015-12-31	$0
Total contributions received or receivable from participants	2015-12-31	$54,112
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-6,789
Net income (gross income less expenses)	2015-12-31	$59,835
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$978,258
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$918,423
Total contributions received or receivable from employer(s)	2015-12-31	$12,512
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$81,695
Expenses. Total of all expenses incurred	2014-12-31	$353
Benefits paid (including direct rollovers)	2014-12-31	$288
Total plan assets at end of year	2014-12-31	$918,423
Total plan assets at beginning of year	2014-12-31	$837,081
Value of fidelity bond covering the plan	2014-12-31	$130,000
Total contributions received or receivable from participants	2014-12-31	$56,857
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$10,479
Net income (gross income less expenses)	2014-12-31	$81,342
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$918,423
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$837,081
Total contributions received or receivable from employer(s)	2014-12-31	$14,359
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$40,352
Expenses. Total of all expenses incurred	2013-12-31	$37,527
Benefits paid (including direct rollovers)	2013-12-31	$37,527
Total plan assets at end of year	2013-12-31	$2,825
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$130,000
Total contributions received or receivable from participants	2013-12-31	$37,758
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$2,594
Net income (gross income less expenses)	2013-12-31	$2,825
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,825
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0

Form 5500 Responses for JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST

2017: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 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	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 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: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 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: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 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: JAMES E BURKHOLDER DDS PA 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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

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Company Name:	JAMES E BURKHOLDER DDS PA
Employer identification number (EIN):	271509848
NAIC Classification:	621210
NAIC Description:	Offices of Dentists