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RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameRICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST
Plan identification number 001

RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

RICHARD L. FOGEL, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD L. FOGEL, D.D.S., INC.
Employer identification number (EIN):341520908
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01RICHARD L. FOGEL, D.D.S.
0012017-01-01RICHARD L. FOGEL, D.D.S.
0012016-01-01RICHARD L. FOGEL, D.D.S.
0012015-01-01RICHARD L. FOGEL, D.D.S.
0012014-01-01RICHARD L. FOGEL, D.D.S.
0012013-01-01RICHARD L. FOGEL, D.D.S.
0012012-01-01RICHARD L. FOGEL, D.D.S.
0012011-01-01RICHARD L FOGEL DDS
0012009-10-01RICHARD L FOGEL DDS

Plan Statistics for RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST

Measure Date Value
2020: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112
Number of participants with account balances2018-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0113
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0112
Number of participants with account balances2017-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Total of all active and inactive participants2014-01-0112
Total participants2014-01-0112
2013: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Total of all active and inactive participants2013-01-0112
Total participants2013-01-0112
Number of participants with account balances2013-01-0112
2012: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Total of all active and inactive participants2012-01-0112
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
2011: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Total of all active and inactive participants2011-01-0112
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
2009: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-0113
Total number of active participants reported on line 7a of the Form 55002009-10-0113
Total of all active and inactive participants2009-10-0113
Total participants2009-10-0113
Number of participants with account balances2009-10-0113

Financial Data on RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST

Measure Date Value
2020 : RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$9,855
Expenses. Total of all expenses incurred2020-12-31$7,928,584
Benefits paid (including direct rollovers)2020-12-31$7,928,584
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$7,918,729
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$9,855
Net income (gross income less expenses)2020-12-31$-7,918,729
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,918,729
2019 : RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$1,747,495
Expenses. Total of all expenses incurred2019-12-31$68,081
Benefits paid (including direct rollovers)2019-12-31$68,081
Total plan assets at end of year2019-12-31$7,918,729
Total plan assets at beginning of year2019-12-31$6,239,315
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$56,475
Other income received2019-12-31$1,606,773
Net income (gross income less expenses)2019-12-31$1,679,414
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,918,729
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,239,315
Total contributions received or receivable from employer(s)2019-12-31$84,247
2018 : RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-281,247
Expenses. Total of all expenses incurred2018-12-31$331,600
Benefits paid (including direct rollovers)2018-12-31$331,600
Total plan assets at end of year2018-12-31$6,239,315
Total plan assets at beginning of year2018-12-31$6,852,162
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$54,930
Other income received2018-12-31$-416,500
Net income (gross income less expenses)2018-12-31$-612,847
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,239,315
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,852,162
Total contributions received or receivable from employer(s)2018-12-31$80,323
2017 : RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$1,002,692
Expenses. Total of all expenses incurred2017-12-31$544,550
Benefits paid (including direct rollovers)2017-12-31$544,550
Total plan assets at end of year2017-12-31$6,852,162
Total plan assets at beginning of year2017-12-31$6,394,020
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$52,680
Other income received2017-12-31$863,573
Net income (gross income less expenses)2017-12-31$458,142
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,852,162
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,394,020
Total contributions received or receivable from employer(s)2017-12-31$86,439
2016 : RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$753,611
Total plan assets at end of year2016-12-31$6,394,020
Total plan assets at beginning of year2016-12-31$5,640,409
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$52,680
Other income received2016-12-31$616,894
Net income (gross income less expenses)2016-12-31$753,611
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,394,020
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,640,409
Total contributions received or receivable from employer(s)2016-12-31$84,037
2015 : RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$124,157
Expenses. Total of all expenses incurred2015-12-31$60,000
Benefits paid (including direct rollovers)2015-12-31$60,000
Total plan assets at end of year2015-12-31$5,640,409
Total plan assets at beginning of year2015-12-31$5,576,252
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$52,680
Other income received2015-12-31$-9,334
Net income (gross income less expenses)2015-12-31$64,157
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,640,409
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,576,252
Total contributions received or receivable from employer(s)2015-12-31$80,811
2014 : RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$598,016
Total plan assets at end of year2014-12-31$5,576,252
Total plan assets at beginning of year2014-12-31$4,978,236
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$50,680
Other income received2014-12-31$467,611
Net income (gross income less expenses)2014-12-31$598,016
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,576,252
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,978,236
Total contributions received or receivable from employer(s)2014-12-31$79,725
2013 : RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$1,132,429
Expenses. Total of all expenses incurred2013-12-31$90,000
Benefits paid (including direct rollovers)2013-12-31$90,000
Total plan assets at end of year2013-12-31$4,978,236
Total plan assets at beginning of year2013-12-31$3,935,807
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$52,880
Other income received2013-12-31$998,392
Net income (gross income less expenses)2013-12-31$1,042,429
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,978,236
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,935,807
Total contributions received or receivable from employer(s)2013-12-31$81,157
2012 : RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$617,275
Total plan assets at end of year2012-12-31$3,935,807
Total plan assets at beginning of year2012-12-31$3,318,532
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$51,880
Other income received2012-12-31$487,391
Net income (gross income less expenses)2012-12-31$617,275
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,935,807
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,318,532
Total contributions received or receivable from employer(s)2012-12-31$78,004
2011 : RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$13,625
Expenses. Total of all expenses incurred2011-12-31$8,688
Benefits paid (including direct rollovers)2011-12-31$8,688
Total plan assets at end of year2011-12-31$3,318,532
Total plan assets at beginning of year2011-12-31$3,313,595
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$49,730
Other income received2011-12-31$-111,063
Net income (gross income less expenses)2011-12-31$4,937
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,318,532
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,313,595
Total contributions received or receivable from employer(s)2011-12-31$74,958
2010 : RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$517,244
Total plan assets at end of year2010-12-31$3,313,595
Total plan assets at beginning of year2010-12-31$2,796,351
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$48,680
Other income received2010-12-31$387,564
Net income (gross income less expenses)2010-12-31$517,244
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,313,595
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,796,351
Total contributions received or receivable from employer(s)2010-12-31$81,000

Form 5500 Responses for RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST

2020: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RICHARD L. FOGEL, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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