401k Plan data: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN plan

JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 401k Plan overview

Plan Name	JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN
Plan identification number	002

JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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. Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN M. OLIS has sponsored the creation of one or more 401k plans.

Company Name: JOHN M. OLIS

Employer identification number (EIN): 311062584

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 JOHN M. OLIS, DDS JOHN M. OLIS 2019-06-13
002 2017-01-01 JOHN M. OLIS, DDS JOHN M. OLIS 2018-07-09
002 2016-01-01 JOHN M. OLIS, DDS JOHN M. OLIS 2017-07-18
002 2015-01-01 JOHN M. OLIS, DDS JOHN M. OLIS 2017-08-28
002 2014-01-01 JOHN M. OLIS, DDS JOHN M. OLIS 2015-07-15
002 2013-01-01 JOHN M. OLIS, DDS JOHN M. OLIS 2014-06-10
002 2012-01-01 JOHN M. OLIS, DDS
002 2011-01-01 JOHN M. OLIS, DDS JOHN M. OLIS 2012-07-17
002 2010-01-01 JOHN M. OLIS, DDS
002 2009-01-01 JOHN M. OLIS, DDS
002 2009-01-01 JOHN M. OLIS, DDS JOHN M. OLIS 2010-07-13
002 2009-01-01 JOHN M. OLIS 2010-07-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	JOHN M. OLIS, DDS	JOHN M. OLIS	2019-06-13
002	2017-01-01	JOHN M. OLIS, DDS	JOHN M. OLIS	2018-07-09
002	2016-01-01	JOHN M. OLIS, DDS	JOHN M. OLIS	2017-07-18
002	2015-01-01	JOHN M. OLIS, DDS	JOHN M. OLIS	2017-08-28
002	2014-01-01	JOHN M. OLIS, DDS	JOHN M. OLIS	2015-07-15
002	2013-01-01	JOHN M. OLIS, DDS	JOHN M. OLIS	2014-06-10
002	2012-01-01	JOHN M. OLIS, DDS
002	2011-01-01	JOHN M. OLIS, DDS	JOHN M. OLIS	2012-07-17
002	2010-01-01	JOHN M. OLIS, DDS
002	2009-01-01	JOHN M. OLIS, DDS
002	2009-01-01	JOHN M. OLIS, DDS	JOHN M. OLIS	2010-07-13
002	2009-01-01		JOHN M. OLIS	2010-07-12

Plan Statistics for JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN

401k plan membership statisitcs for JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN

Measure Date Value
2022: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
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 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 1
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
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 0
2012: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2010: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
2009: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6

Measure	Date	Value
2022: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
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	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	1
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
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	0
2012: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2010: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
2009: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6

Financial Data on JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN

Measure	Date	Value
2022 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-3,446
Total plan assets at end of year	2022-12-31	$292,311
Total plan assets at beginning of year	2022-12-31	$295,757
Other income received	2022-12-31	$-3,446
Net income (gross income less expenses)	2022-12-31	$-3,446
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$292,311
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$295,757
2021 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$5,407
Total plan assets at end of year	2021-12-31	$295,757
Total plan assets at beginning of year	2021-12-31	$290,350
Other income received	2021-12-31	$4,979
Net income (gross income less expenses)	2021-12-31	$5,407
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$295,757
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$290,350
Total contributions received or receivable from employer(s)	2021-12-31	$428
2020 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-18,676
Total plan assets at end of year	2020-12-31	$290,350
Total plan assets at beginning of year	2020-12-31	$309,026
Other income received	2020-12-31	$-18,676
Net income (gross income less expenses)	2020-12-31	$-18,676
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$290,350
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$309,026
2019 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$18,941
Total plan assets at end of year	2019-12-31	$309,026
Total plan assets at beginning of year	2019-12-31	$290,085
Other income received	2019-12-31	$18,941
Net income (gross income less expenses)	2019-12-31	$18,941
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$309,026
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$290,085
2018 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$4,149
Expenses. Total of all expenses incurred	2018-12-31	$391
Total plan assets at end of year	2018-12-31	$290,085
Total plan assets at beginning of year	2018-12-31	$286,327
Expenses. Other expenses not covered elsewhere	2018-12-31	$391
Other income received	2018-12-31	$4,149
Net income (gross income less expenses)	2018-12-31	$3,758
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$290,085
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$286,327
2017 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$2,712
Expenses. Total of all expenses incurred	2017-12-31	$4,998
Benefits paid (including direct rollovers)	2017-12-31	$4,125
Total plan assets at end of year	2017-12-31	$286,327
Total plan assets at beginning of year	2017-12-31	$288,613
Expenses. Other expenses not covered elsewhere	2017-12-31	$873
Other income received	2017-12-31	$2,712
Net income (gross income less expenses)	2017-12-31	$-2,286
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$286,327
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$288,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$4,125
2016 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$3,260
Expenses. Total of all expenses incurred	2016-12-31	$13,525
Total plan assets at end of year	2016-12-31	$288,613
Total plan assets at beginning of year	2016-12-31	$298,878
Expenses. Other expenses not covered elsewhere	2016-12-31	$13,525
Other income received	2016-12-31	$3,260
Net income (gross income less expenses)	2016-12-31	$-10,265
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$288,613
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$298,878
2015 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$17,843
Expenses. Total of all expenses incurred	2015-12-31	$59,667
Total plan assets at end of year	2015-12-31	$298,878
Total plan assets at beginning of year	2015-12-31	$340,702
Expenses. Other expenses not covered elsewhere	2015-12-31	$59,667
Other income received	2015-12-31	$17,843
Net income (gross income less expenses)	2015-12-31	$-41,824
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$298,878
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$340,702
2014 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$53,859
Total plan assets at end of year	2014-12-31	$340,702
Total plan assets at beginning of year	2014-12-31	$286,843
Other income received	2014-12-31	$49,826
Net income (gross income less expenses)	2014-12-31	$53,859
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$340,702
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$286,843
Total contributions received or receivable from employer(s)	2014-12-31	$4,033
2013 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-26,147
Expenses. Total of all expenses incurred	2013-12-31	$78,883
Benefits paid (including direct rollovers)	2013-12-31	$78,833
Total plan assets at end of year	2013-12-31	$286,843
Total plan assets at beginning of year	2013-12-31	$391,873
Expenses. Other expenses not covered elsewhere	2013-12-31	$50
Other income received	2013-12-31	$-40,239
Net income (gross income less expenses)	2013-12-31	$-105,030
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$286,843
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$391,873
Total contributions received or receivable from employer(s)	2013-12-31	$14,092
2012 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$34,713
Total plan assets at end of year	2012-12-31	$391,873
Total plan assets at beginning of year	2012-12-31	$357,160
Other income received	2012-12-31	$13,457
Net income (gross income less expenses)	2012-12-31	$34,713
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$391,873
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$357,160
Total contributions received or receivable from employer(s)	2012-12-31	$21,256
2011 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$44,383
Total plan assets at end of year	2011-12-31	$357,160
Total plan assets at beginning of year	2011-12-31	$312,777
Other income received	2011-12-31	$22,072
Net income (gross income less expenses)	2011-12-31	$44,383
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$357,160
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$312,777
Total contributions received or receivable from employer(s)	2011-12-31	$22,311
2010 : JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$25,897
Total plan assets at end of year	2010-12-31	$312,777
Total plan assets at beginning of year	2010-12-31	$286,880
Other income received	2010-12-31	$8,470
Net income (gross income less expenses)	2010-12-31	$25,897
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$312,777
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$286,880
Total contributions received or receivable from employer(s)	2010-12-31	$17,427

Form 5500 Responses for JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN

2022: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN M. OLIS, DDS, MONEY PURCHASE KEOUGH 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:	JOHN M. OLIS
Employer identification number (EIN):	311062584
NAIC Classification:	621210
NAIC Description:	Offices of Dentists