401k Plan data: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN plan

WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan Name	WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN
Plan identification number	001

WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WILLIAM J. KIBBEY, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM J. KIBBEY, DDS, INC.

Employer identification number (EIN): 341347149

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01 RUSSELL J. SNOW, EA 2021-04-09
001 2018-07-01 ALAN GOLD, CPA 2019-11-15
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
001 2012-07-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
001 2011-07-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
001 2010-07-01 ALAN GOLD, CPA
001 2009-07-01 WILLIAM J. KIBBEY

Plan Statistics for WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2019: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 7
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 3
Total of all active and inactive participants 2019-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 10
Number of participants with account balances 2019-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 9
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 1
Total of all active and inactive participants 2018-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 10
Number of participants with account balances 2018-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 9
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 2
Total of all active and inactive participants 2017-07-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 11
Number of participants with account balances 2017-07-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 9
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 1
Total of all active and inactive participants 2016-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 10
Number of participants with account balances 2016-07-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 10
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 10
Number of participants with account balances 2015-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 10
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 10
Number of participants with account balances 2014-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 10
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 10
Number of participants with account balances 2013-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 10
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 5
Total of all active and inactive participants 2012-07-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 15
Number of participants with account balances 2012-07-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 9
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 5
Total of all active and inactive participants 2011-07-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 14
Number of participants with account balances 2011-07-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 11
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 2
Total of all active and inactive participants 2010-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 13
Number of participants with account balances 2010-07-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 8
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 11
Number of participants with account balances 2009-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2019: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	7
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	3
Total of all active and inactive participants	2019-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	10
Number of participants with account balances	2019-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	9
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	1
Total of all active and inactive participants	2018-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	10
Number of participants with account balances	2018-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	9
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	2
Total of all active and inactive participants	2017-07-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	11
Number of participants with account balances	2017-07-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	9
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	1
Total of all active and inactive participants	2016-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	10
Number of participants with account balances	2016-07-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	10
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	10
Number of participants with account balances	2015-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	10
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	10
Number of participants with account balances	2014-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	10
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	10
Number of participants with account balances	2013-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	10
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	5
Total of all active and inactive participants	2012-07-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	15
Number of participants with account balances	2012-07-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	9
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	5
Total of all active and inactive participants	2011-07-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	14
Number of participants with account balances	2011-07-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	11
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	2
Total of all active and inactive participants	2010-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	13
Number of participants with account balances	2010-07-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	8
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	11
Number of participants with account balances	2009-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN

Measure	Date	Value
2020 : WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$77,555
Expenses. Total of all expenses incurred	2020-06-30	$23,264
Total plan assets at end of year	2020-06-30	$4,815,402
Total plan assets at beginning of year	2020-06-30	$4,761,111
Value of fidelity bond covering the plan	2020-06-30	$500,000
Total contributions received or receivable from participants	2020-06-30	$54,839
Other income received	2020-06-30	$1,384
Net income (gross income less expenses)	2020-06-30	$54,291
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$4,815,402
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$4,761,111
Assets. Value of assets in partnership/joint-venture interests	2020-06-30	$0
Total contributions received or receivable from employer(s)	2020-06-30	$21,332
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$23,264
2019 : WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$339,662
Expenses. Total of all expenses incurred	2018-06-30	$362,469
Benefits paid (including direct rollovers)	2018-06-30	$340,898
Total plan assets at end of year	2018-06-30	$4,566,382
Total plan assets at beginning of year	2018-06-30	$4,589,189
Value of fidelity bond covering the plan	2018-06-30	$500,000
Total contributions received or receivable from participants	2018-06-30	$51,641
Other income received	2018-06-30	$264,352
Net income (gross income less expenses)	2018-06-30	$-22,807
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$4,566,382
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$4,589,189
Assets. Value of assets in partnership/joint-venture interests	2018-06-30	$199,630
Total contributions received or receivable from employer(s)	2018-06-30	$23,669
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$21,571
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$611,106
Expenses. Total of all expenses incurred	2017-06-30	$19,682
Benefits paid (including direct rollovers)	2017-06-30	$2,876
Total plan assets at end of year	2017-06-30	$4,589,189
Total plan assets at beginning of year	2017-06-30	$3,997,765
Value of fidelity bond covering the plan	2017-06-30	$420,000
Total contributions received or receivable from participants	2017-06-30	$54,515
Other income received	2017-06-30	$534,724
Net income (gross income less expenses)	2017-06-30	$591,424
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$4,589,189
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$3,997,765
Assets. Value of assets in partnership/joint-venture interests	2017-06-30	$199,865
Total contributions received or receivable from employer(s)	2017-06-30	$21,867
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$16,806
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-06-30	$0
2016 : WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$-86,001
Expenses. Total of all expenses incurred	2016-06-30	$24,390
Total plan assets at end of year	2016-06-30	$3,997,765
Total plan assets at beginning of year	2016-06-30	$4,108,156
Value of fidelity bond covering the plan	2016-06-30	$420,000
Total contributions received or receivable from participants	2016-06-30	$54,267
Other income received	2016-06-30	$-161,706
Net income (gross income less expenses)	2016-06-30	$-110,391
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$3,997,765
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$4,108,156
Total contributions received or receivable from employer(s)	2016-06-30	$21,438
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$24,390
2015 : WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$128,396
Expenses. Total of all expenses incurred	2015-06-30	$29,130
Total plan assets at end of year	2015-06-30	$4,108,156
Total plan assets at beginning of year	2015-06-30	$4,008,890
Value of fidelity bond covering the plan	2015-06-30	$420,000
Total contributions received or receivable from participants	2015-06-30	$54,101
Contributions received from other sources (not participants or employers)	2015-06-30	$1,012
Other income received	2015-06-30	$53,768
Net income (gross income less expenses)	2015-06-30	$99,266
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$4,108,156
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$4,008,890
Total contributions received or receivable from employer(s)	2015-06-30	$19,515
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$29,130
2014 : WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$291,067
Expenses. Total of all expenses incurred	2014-06-30	$20,533
Benefits paid (including direct rollovers)	2014-06-30	$923
Total plan assets at end of year	2014-06-30	$4,008,890
Total plan assets at beginning of year	2014-06-30	$3,738,356
Value of fidelity bond covering the plan	2014-06-30	$420,000
Total contributions received or receivable from participants	2014-06-30	$51,623
Other income received	2014-06-30	$221,051
Net income (gross income less expenses)	2014-06-30	$270,534
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$4,008,890
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$3,738,356
Total contributions received or receivable from employer(s)	2014-06-30	$18,393
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$19,610
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$263,921
Expenses. Total of all expenses incurred	2013-06-30	$12,915
Total plan assets at end of year	2013-06-30	$3,738,356
Total plan assets at beginning of year	2013-06-30	$3,487,350
Value of fidelity bond covering the plan	2013-06-30	$420,000
Total contributions received or receivable from participants	2013-06-30	$49,611
Other income received	2013-06-30	$184,201
Net income (gross income less expenses)	2013-06-30	$251,006
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$3,738,356
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$3,487,350
Total contributions received or receivable from employer(s)	2013-06-30	$30,109
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$12,915
2012 : WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$71,537
Total income from all sources	2012-06-30	$197,415
Expenses. Total of all expenses incurred	2012-06-30	$35,056
Benefits paid (including direct rollovers)	2012-06-30	$25,531
Total plan assets at end of year	2012-06-30	$3,487,350
Total plan assets at beginning of year	2012-06-30	$3,396,528
Value of fidelity bond covering the plan	2012-06-30	$240,000
Total contributions received or receivable from participants	2012-06-30	$48,461
Other income received	2012-06-30	$134,258
Net income (gross income less expenses)	2012-06-30	$162,359
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$3,487,350
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$3,324,991
Total contributions received or receivable from employer(s)	2012-06-30	$14,696
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$9,525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-06-30	$71,537
Total income from all sources	2011-06-30	$381,866
Expenses. Total of all expenses incurred	2011-06-30	$17,624
Benefits paid (including direct rollovers)	2011-06-30	$664
Total plan assets at end of year	2011-06-30	$3,396,528
Total plan assets at beginning of year	2011-06-30	$2,960,749
Value of fidelity bond covering the plan	2011-06-30	$42,000
Total contributions received or receivable from participants	2011-06-30	$47,045
Other income received	2011-06-30	$319,780
Net income (gross income less expenses)	2011-06-30	$364,242
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$3,324,991
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$2,960,749
Total contributions received or receivable from employer(s)	2011-06-30	$15,041
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$16,960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$0
Amount contributed by the employer to the plan for this plan year	2010-06-30	$0

Form 5500 Responses for WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN

2019: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM J. KIBBEY, DDS, INC. PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WILLIAM J. KIBBEY, DDS, INC.
Employer identification number (EIN):	341347149
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01	RUSSELL J. SNOW, EA	2021-04-09
001	2018-07-01	ALAN GOLD, CPA	2019-11-15
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	SHARON KENNEDY, APA, QPA, QKA, ERPA
001	2012-07-01	SHARON KENNEDY, APA, QPA, QKA, ERPA
001	2011-07-01	SHARON KENNEDY, APA, QPA, QKA, ERPA
001	2010-07-01	ALAN GOLD, CPA
001	2009-07-01	WILLIAM J. KIBBEY