401k Plan data: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST plan

A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST
Plan identification number	003

A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 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
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

A GARRETT BERLEY JR DDS LTD has sponsored the creation of one or more 401k plans.

Company Name: A GARRETT BERLEY JR DDS LTD

Employer identification number (EIN): 363030751

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 A GARRETT BERLEY JR DDS
003 2017-01-01 A GARRETT BERLEY JR DDS
003 2016-01-01 A GARRETT BERLEY JR DDS
003 2015-01-01 A GARRETT BERLEY JR DDS
003 2014-01-01 A GARRETT BERLEY JR DDS
003 2013-01-01 A GARRETT BERLEY JR DDS
003 2012-01-01 A GARRETT BERLEY JR DDS
003 2011-01-01 A GARRETT BERLEY JR DDS
003 2009-01-01 A GARRETT BERLEY JR DDS

Plan id#	Filing Submission Date	Name of Administrator
003	2018-01-01	A GARRETT BERLEY JR DDS
003	2017-01-01	A GARRETT BERLEY JR DDS
003	2016-01-01	A GARRETT BERLEY JR DDS
003	2015-01-01	A GARRETT BERLEY JR DDS
003	2014-01-01	A GARRETT BERLEY JR DDS
003	2013-01-01	A GARRETT BERLEY JR DDS
003	2012-01-01	A GARRETT BERLEY JR DDS
003	2011-01-01	A GARRETT BERLEY JR DDS
003	2009-01-01	A GARRETT BERLEY JR DDS

Plan Statistics for A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST

Measure Date Value
2018: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total of all active and inactive participants 2018-01-01 0
Total participants 2018-01-01 0
2017: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Total of all active and inactive participants 2017-01-01 7
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
2016: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Total of all active and inactive participants 2016-01-01 7
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
2015: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Total of all active and inactive participants 2015-01-01 8
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
2014: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Total of all active and inactive participants 2014-01-01 8
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
2013: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
2012: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 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 6
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: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2009: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Total of all active and inactive participants 2009-01-01 8
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8

Measure	Date	Value
2018: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total of all active and inactive participants	2018-01-01	0
Total participants	2018-01-01	0
2017: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Total of all active and inactive participants	2017-01-01	7
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
2016: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Total of all active and inactive participants	2016-01-01	7
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
2015: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Total of all active and inactive participants	2015-01-01	8
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
2014: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Total of all active and inactive participants	2014-01-01	8
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
2013: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
2012: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 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	6
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: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2009: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Total of all active and inactive participants	2009-01-01	8
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8

Financial Data on A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2018 : A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-68,581
Expenses. Total of all expenses incurred	2018-12-31	$2,028,536
Benefits paid (including direct rollovers)	2018-12-31	$2,016,468
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$2,097,117
Total contributions received or receivable from participants	2018-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$12,068
Other income received	2018-12-31	$-92,581
Net income (gross income less expenses)	2018-12-31	$-2,097,117
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	$2,097,117
2017 : A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$319,337
Total plan assets at end of year	2017-12-31	$2,097,117
Total plan assets at beginning of year	2017-12-31	$1,777,780
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$34,000
Other income received	2017-12-31	$274,507
Net income (gross income less expenses)	2017-12-31	$319,337
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,097,117
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,777,780
Total contributions received or receivable from employer(s)	2017-12-31	$10,830
2016 : A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$149,267
Expenses. Total of all expenses incurred	2016-12-31	$1,316
Benefits paid (including direct rollovers)	2016-12-31	$1,316
Total plan assets at end of year	2016-12-31	$1,777,780
Total plan assets at beginning of year	2016-12-31	$1,629,829
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$27,833
Other income received	2016-12-31	$111,357
Net income (gross income less expenses)	2016-12-31	$147,951
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,777,780
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,629,829
Total contributions received or receivable from employer(s)	2016-12-31	$10,077
2015 : A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$15,083
Total plan assets at end of year	2015-12-31	$1,629,829
Total plan assets at beginning of year	2015-12-31	$1,614,746
Value of fidelity bond covering the plan	2015-12-31	$175,000
Total contributions received or receivable from participants	2015-12-31	$33,583
Other income received	2015-12-31	$-30,649
Net income (gross income less expenses)	2015-12-31	$15,083
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,629,829
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,614,746
Total contributions received or receivable from employer(s)	2015-12-31	$12,149
2014 : A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$129,634
Expenses. Total of all expenses incurred	2014-12-31	$7,641
Total plan assets at end of year	2014-12-31	$1,614,746
Total plan assets at beginning of year	2014-12-31	$1,492,753
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$46,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$7,641
Other income received	2014-12-31	$70,939
Net income (gross income less expenses)	2014-12-31	$121,993
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,614,746
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,492,753
Total contributions received or receivable from employer(s)	2014-12-31	$12,695
2013 : A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$226,508
Expenses. Total of all expenses incurred	2013-12-31	$27,556
Benefits paid (including direct rollovers)	2013-12-31	$27,556
Total plan assets at end of year	2013-12-31	$1,492,753
Total plan assets at beginning of year	2013-12-31	$1,293,801
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$46,000
Other income received	2013-12-31	$168,349
Net income (gross income less expenses)	2013-12-31	$198,952
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,492,753
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,293,801
Total contributions received or receivable from employer(s)	2013-12-31	$12,159
2012 : A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$169,575
Total plan assets at end of year	2012-12-31	$1,293,801
Total plan assets at beginning of year	2012-12-31	$1,124,226
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$125,575
Net income (gross income less expenses)	2012-12-31	$169,575
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,293,801
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,124,226
Total contributions received or receivable from employer(s)	2012-12-31	$44,000
2011 : A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$14,997
Expenses. Total of all expenses incurred	2011-12-31	$17,022
Total plan assets at end of year	2011-12-31	$1,124,226
Total plan assets at beginning of year	2011-12-31	$1,126,251
Value of fidelity bond covering the plan	2011-12-31	$115,000
Total contributions received or receivable from participants	2011-12-31	$44,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$17,022
Other income received	2011-12-31	$-29,003
Net income (gross income less expenses)	2011-12-31	$-2,025
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,124,226
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,126,251
2010 : A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$163,460
Total plan assets at end of year	2010-12-31	$1,126,251
Total plan assets at beginning of year	2010-12-31	$962,791
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$44,000
Other income received	2010-12-31	$119,460
Net income (gross income less expenses)	2010-12-31	$163,460
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,126,251
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$962,791

Form 5500 Responses for A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST

2018: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 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: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 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: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 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: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 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: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 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: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 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: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 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
2009: A GARRETT BERLEY JR DDS LTD PROFIT SHARING PLAN & TRUST 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:	A GARRETT BERLEY JR DDS LTD
Employer identification number (EIN):	363030751
NAIC Classification:	621210
NAIC Description:	Offices of Dentists