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THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN 401k Plan overview

Plan NameTHOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN
Plan identification number 001

THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

THOMAS W. MERCER & SHIRLEY D. MERCER has sponsored the creation of one or more 401k plans.

Company Name:THOMAS W. MERCER & SHIRLEY D. MERCER
Employer identification number (EIN):330549701
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01THOMAS W. MERCER THOMAS W. MERCER2013-10-15
0012011-01-01THOMAS W. MERCER THOMAS W. MERCER2012-10-02
0012009-01-01THOMAS W. MERCER THOMAS W. MERCER2010-09-30

Financial Data on THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN

Measure Date Value
2022 : THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-11510277
Total expenses incurred by plan in this plan year2022-10-112396863
Net assets as of the end of the plan year2022-10-111232075
Total assets as of the beginning of the plan year2022-10-113472079
Value of plan covered by a fidelity bond2022-10-11500000
Participant contributions to plan in this plan year2022-10-110
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-11-353418
Plan net income in this plan year2022-10-11-2750281
Net assets as of the end of the plan year2022-10-111232075
Net assets as of the beginning of the plan year2022-10-113472079
Employer contributions to plan in this plan year2022-10-110
2014 : THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$135,801
Expenses. Total of all expenses incurred2014-12-31$29,152
Benefits paid (including direct rollovers)2014-12-31$29,152
Total plan assets at end of year2014-12-31$1,920,829
Total plan assets at beginning of year2014-12-31$1,814,180
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$45,812
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$106,649
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,920,829
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,814,180
Assets. Value of participant loans2014-12-31$1,255
Assets. Value of assets in partnership/joint-venture interests2014-12-31$0
Assets. Value of real-estate (other than employer real property)2014-12-31$405,712
Total contributions received or receivable from employer(s)2014-12-31$89,989
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$559,863
Expenses. Total of all expenses incurred2013-12-31$5,420
Benefits paid (including direct rollovers)2013-12-31$4,910
Total plan assets at end of year2013-12-31$1,814,180
Total plan assets at beginning of year2013-12-31$1,259,737
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$400,417
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$453,383
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$554,443
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,814,180
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,259,737
Assets. Value of participant loans2013-12-31$3,200
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$459,363
Assets. Value of assets in partnership/joint-venture interests2013-12-31$58,946
Assets. Value of real-estate (other than employer real property)2013-12-31$808,639
Total contributions received or receivable from employer(s)2013-12-31$106,480
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$510
2012 : THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$126,331
Expenses. Total of all expenses incurred2012-12-31$6,945
Benefits paid (including direct rollovers)2012-12-31$6,240
Total plan assets at end of year2012-12-31$1,259,737
Total plan assets at beginning of year2012-12-31$1,140,351
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$40,283
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$20,244
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$119,386
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,259,737
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,140,351
Assets. Value of participant loans2012-12-31$4,470
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$40,283
Assets. Value of assets in partnership/joint-venture interests2012-12-31$54,801
Assets. Value of real-estate (other than employer real property)2012-12-31$432,910
Total contributions received or receivable from employer(s)2012-12-31$106,087
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$705
2011 : THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$351
Total income from all sources2011-12-31$-87,115
Expenses. Total of all expenses incurred2011-12-31$720
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,140,351
Total plan assets at beginning of year2011-12-31$1,228,537
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$40,283
Expenses. Other expenses not covered elsewhere2011-12-31$720
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-192,964
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-87,835
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,140,351
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,228,186
Assets. Value of participant loans2011-12-31$5,716
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$40,283
Assets. Value of assets in partnership/joint-venture interests2011-12-31$46,055
Assets. Value of real-estate (other than employer real property)2011-12-31$448,161
Total contributions received or receivable from employer(s)2011-12-31$105,849
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$351
Total plan liabilities at beginning of year2010-12-31$880
Total income from all sources2010-12-31$-400,182
Expenses. Total of all expenses incurred2010-12-31$7,361
Benefits paid (including direct rollovers)2010-12-31$6,632
Total plan assets at end of year2010-12-31$1,228,537
Total plan assets at beginning of year2010-12-31$1,636,609
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$153,585
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-506,197
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-407,543
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,228,186
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,635,729
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$460,757
Assets. Value of assets in partnership/joint-venture interests2010-12-31$64,844
Assets. Value of real-estate (other than employer real property)2010-12-31$503,821
Total contributions received or receivable from employer(s)2010-12-31$106,015
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$729

Form 5500 Responses for THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN

2014: THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THOMAS W. MERCER & SHIRLEY D. MERCER 401(K) PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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