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DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 401k Plan overview

Plan NameDALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING
Plan identification number 003

DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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

DR. DALE A. SORENSON has sponsored the creation of one or more 401k plans.

Company Name:DR. DALE A. SORENSON
Employer identification number (EIN):351575735
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01
0032017-01-01DALE A. SORENSON, DDS
0032016-01-01DALE A. SORENSON, DDS
0032015-01-01DALE A. SORENSON, DDS
0032014-01-01DALE A. SORENSON, DDS
0032013-01-01DALE A. SORENSON, DDS
0032012-01-01DALE A. SORENSON, DDS
0032011-01-01DALE A. SORENSON, DDS
0032010-01-01DALE A. SORENSON, DDS
0032009-01-01DALE A. SORENSON, DDS DALE A. SORENSON, DDS2010-10-12

Plan Statistics for DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING

401k plan membership statisitcs for DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING

Measure Date Value
2018: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-010
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 participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
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 participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
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 participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
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 participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-016

Financial Data on DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING

Measure Date Value
2018 : DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2018 401k financial data
Total income from all sources2018-12-31$-177
Expenses. Total of all expenses incurred2018-12-31$213,037
Benefits paid (including direct rollovers)2018-12-31$213,037
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$213,214
Other income received2018-12-31$-177
Net income (gross income less expenses)2018-12-31$-213,214
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$213,214
2017 : DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2017 401k financial data
Total income from all sources2017-12-31$230,475
Expenses. Total of all expenses incurred2017-12-31$1,929,715
Benefits paid (including direct rollovers)2017-12-31$1,929,715
Total plan assets at end of year2017-12-31$213,214
Total plan assets at beginning of year2017-12-31$1,912,454
Other income received2017-12-31$230,475
Net income (gross income less expenses)2017-12-31$-1,699,240
Net plan assets at end of year (total assets less liabilities)2017-12-31$213,214
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,912,454
2016 : DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2016 401k financial data
Total income from all sources2016-12-31$137,249
Total plan assets at end of year2016-12-31$1,912,454
Total plan assets at beginning of year2016-12-31$1,775,205
Other income received2016-12-31$109,153
Net income (gross income less expenses)2016-12-31$137,249
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,912,454
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,775,205
Total contributions received or receivable from employer(s)2016-12-31$28,096
2015 : DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2015 401k financial data
Total income from all sources2015-12-31$-35,338
Total plan assets at end of year2015-12-31$1,775,205
Total plan assets at beginning of year2015-12-31$1,810,543
Other income received2015-12-31$-62,923
Net income (gross income less expenses)2015-12-31$-35,338
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,775,205
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,810,543
Total contributions received or receivable from employer(s)2015-12-31$27,585
2014 : DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2014 401k financial data
Total income from all sources2014-12-31$57,555
Total plan assets at end of year2014-12-31$1,810,543
Total plan assets at beginning of year2014-12-31$1,752,988
Other income received2014-12-31$21,080
Net income (gross income less expenses)2014-12-31$57,555
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,810,543
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,752,988
Total contributions received or receivable from employer(s)2014-12-31$36,475
2013 : DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2013 401k financial data
Total income from all sources2013-12-31$237,117
Total plan assets at end of year2013-12-31$1,752,988
Total plan assets at beginning of year2013-12-31$1,515,871
Other income received2013-12-31$202,205
Net income (gross income less expenses)2013-12-31$237,117
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,752,988
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,515,871
Total contributions received or receivable from employer(s)2013-12-31$34,912
2012 : DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2012 401k financial data
Total income from all sources2012-12-31$683,457
Total plan assets at end of year2012-12-31$1,515,871
Total plan assets at beginning of year2012-12-31$832,414
Total contributions received or receivable from participants2012-12-31$22,867
Other income received2012-12-31$115,271
Noncash contributions received2012-12-31$507,358
Net income (gross income less expenses)2012-12-31$683,457
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,515,871
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$832,414
Total contributions received or receivable from employer(s)2012-12-31$37,961
2011 : DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2011 401k financial data
Total income from all sources2011-12-31$-16,180
Expenses. Total of all expenses incurred2011-12-31$21,174
Benefits paid (including direct rollovers)2011-12-31$21,174
Total plan assets at end of year2011-12-31$832,414
Total plan assets at beginning of year2011-12-31$869,768
Other income received2011-12-31$-57,045
Net income (gross income less expenses)2011-12-31$-37,354
Net plan assets at end of year (total assets less liabilities)2011-12-31$832,414
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$869,768
Total contributions received or receivable from employer(s)2011-12-31$40,865
2010 : DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2010 401k financial data
Total income from all sources2010-12-31$127,529
Expenses. Total of all expenses incurred2010-12-31$3,246
Benefits paid (including direct rollovers)2010-12-31$3,246
Total plan assets at end of year2010-12-31$869,768
Total plan assets at beginning of year2010-12-31$745,485
Other income received2010-12-31$95,055
Net income (gross income less expenses)2010-12-31$124,283
Net plan assets at end of year (total assets less liabilities)2010-12-31$869,768
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$745,485
Total contributions received or receivable from employer(s)2010-12-31$32,474

Form 5500 Responses for DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING

2018: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 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: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 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: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 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: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 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: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 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: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 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: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DALE A. SORENSON D.D.S. INTEGRATED PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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