401k Plan data: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST plan

JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number	001

JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined 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. Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

JOHN L. SINCLAIR, JR. DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: JOHN L. SINCLAIR, JR. DDS, PC

Employer identification number (EIN): 382413416

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 JOHN L. SINCLAIR, JR., DDS
001 2016-07-01 JOHN L. SINCLAIR, JR., DDS
001 2014-07-01 JOHN L. SINCLAIR, JR., DDS
001 2013-07-01 JOHN L. SINCLAIR, JR., DDS
001 2012-07-01 JOHN L. SINCLAIR, JR., DDS
001 2011-07-01 JOHN L. SINCLAIR, JR., DDS
001 2010-07-01 JOHN L. SINCLAIR, JR., DDS JOHN L. SINCLAIR, JR., DDS 2011-10-17
001 2009-07-01 JOHN L. SINCLAIR, JR., DDS JOHN L. SINCLAIR, JR., DDS 2010-08-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	JOHN L. SINCLAIR, JR., DDS
001	2016-07-01	JOHN L. SINCLAIR, JR., DDS
001	2014-07-01	JOHN L. SINCLAIR, JR., DDS
001	2013-07-01	JOHN L. SINCLAIR, JR., DDS
001	2012-07-01	JOHN L. SINCLAIR, JR., DDS
001	2011-07-01	JOHN L. SINCLAIR, JR., DDS
001	2010-07-01	JOHN L. SINCLAIR, JR., DDS	JOHN L. SINCLAIR, JR., DDS	2011-10-17
001	2009-07-01	JOHN L. SINCLAIR, JR., DDS	JOHN L. SINCLAIR, JR., DDS	2010-08-30

Plan Statistics for JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 0
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 0
Number of participants with account balances 2021-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 3
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 3
Number of participants with account balances 2020-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 3
Number of retired or separated participants receiving benefits 2019-07-01 1
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 4
Number of participants with account balances 2019-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 3
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 4
Number of participants with account balances 2018-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 3
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 4
Number of participants with account balances 2017-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 3
Number of retired or separated participants receiving benefits 2016-07-01 1
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 4
Number of participants with account balances 2016-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2014: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 2
Number of retired or separated participants receiving benefits 2014-07-01 2
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 4
Number of participants with account balances 2014-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 3
Number of retired or separated participants receiving benefits 2013-07-01 1
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 4
Number of participants with account balances 2013-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 5
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 0
Total of all active and inactive participants 2012-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 5
Number of participants with account balances 2012-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 5
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 0
Total of all active and inactive participants 2011-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 5
Number of participants with account balances 2011-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 5
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 0
Total of all active and inactive participants 2010-07-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 5
Number of participants with account balances 2010-07-01 5
2009: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 5
Total of all active and inactive participants 2009-07-01 5
Total participants 2009-07-01 5
Number of participants with account balances 2009-07-01 5

Measure	Date	Value
2021: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	0
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	0
Number of participants with account balances	2021-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	3
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	3
Number of participants with account balances	2020-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	3
Number of retired or separated participants receiving benefits	2019-07-01	1
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	4
Number of participants with account balances	2019-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	3
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	4
Number of participants with account balances	2018-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	3
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	4
Number of participants with account balances	2017-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	3
Number of retired or separated participants receiving benefits	2016-07-01	1
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	4
Number of participants with account balances	2016-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2014: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	2
Number of retired or separated participants receiving benefits	2014-07-01	2
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	4
Number of participants with account balances	2014-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	3
Number of retired or separated participants receiving benefits	2013-07-01	1
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	4
Number of participants with account balances	2013-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	5
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	0
Total of all active and inactive participants	2012-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	5
Number of participants with account balances	2012-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	5
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	0
Total of all active and inactive participants	2011-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	5
Number of participants with account balances	2011-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	5
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	0
Total of all active and inactive participants	2010-07-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	5
Number of participants with account balances	2010-07-01	5
2009: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	5
Total of all active and inactive participants	2009-07-01	5
Total participants	2009-07-01	5
Number of participants with account balances	2009-07-01	5

Financial Data on JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2021 : JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$8,159
Expenses. Total of all expenses incurred	2021-12-31	$911,856
Benefits paid (including direct rollovers)	2021-12-31	$911,856
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$903,697
Other income received	2021-12-31	$8,159
Net income (gross income less expenses)	2021-12-31	$-903,697
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$903,697
Total income from all sources	2021-06-30	$181,116
Expenses. Total of all expenses incurred	2021-06-30	$75,085
Benefits paid (including direct rollovers)	2021-06-30	$75,020
Total plan assets at end of year	2021-06-30	$903,697
Total plan assets at beginning of year	2021-06-30	$797,666
Value of fidelity bond covering the plan	2021-06-30	$50,000
Other income received	2021-06-30	$165,958
Net income (gross income less expenses)	2021-06-30	$106,031
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$903,697
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$797,666
Total contributions received or receivable from employer(s)	2021-06-30	$15,158
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$65
2020 : JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-06-30	$-2,417
Expenses. Total of all expenses incurred	2020-06-30	$65
Total plan assets at end of year	2020-06-30	$797,666
Total plan assets at beginning of year	2020-06-30	$800,148
Value of fidelity bond covering the plan	2020-06-30	$50,000
Other income received	2020-06-30	$-16,121
Net income (gross income less expenses)	2020-06-30	$-2,482
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$797,666
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$800,148
Total contributions received or receivable from employer(s)	2020-06-30	$13,704
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$65
2018 : JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-06-30	$-86,118
Expenses. Total of all expenses incurred	2018-06-30	$21,400
Benefits paid (including direct rollovers)	2018-06-30	$21,400
Total plan assets at end of year	2018-06-30	$750,560
Total plan assets at beginning of year	2018-06-30	$858,078
Value of fidelity bond covering the plan	2018-06-30	$50,000
Other income received	2018-06-30	$-102,828
Net income (gross income less expenses)	2018-06-30	$-107,518
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$750,560
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$858,078
Total contributions received or receivable from employer(s)	2018-06-30	$16,710
2017 : JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-06-30	$82,296
Expenses. Total of all expenses incurred	2017-06-30	$9,000
Benefits paid (including direct rollovers)	2017-06-30	$9,000
Total plan assets at end of year	2017-06-30	$858,078
Total plan assets at beginning of year	2017-06-30	$784,782
Value of fidelity bond covering the plan	2017-06-30	$50,000
Other income received	2017-06-30	$63,801
Net income (gross income less expenses)	2017-06-30	$73,296
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$858,078
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$784,782
Total contributions received or receivable from employer(s)	2017-06-30	$18,495
2015 : JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-06-30	$62,757
Expenses. Total of all expenses incurred	2015-06-30	$167,646
Benefits paid (including direct rollovers)	2015-06-30	$167,646
Total plan assets at end of year	2015-06-30	$619,843
Total plan assets at beginning of year	2015-06-30	$724,732
Value of fidelity bond covering the plan	2015-06-30	$50,000
Other income received	2015-06-30	$47,383
Net income (gross income less expenses)	2015-06-30	$-104,889
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$619,843
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$724,732
Total contributions received or receivable from employer(s)	2015-06-30	$15,374
2014 : JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-06-30	$97,736
Expenses. Total of all expenses incurred	2014-06-30	$177,895
Benefits paid (including direct rollovers)	2014-06-30	$177,895
Total plan assets at end of year	2014-06-30	$724,732
Total plan assets at beginning of year	2014-06-30	$804,891
Value of fidelity bond covering the plan	2014-06-30	$50,000
Other income received	2014-06-30	$79,304
Net income (gross income less expenses)	2014-06-30	$-80,159
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$724,732
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$804,891
Total contributions received or receivable from employer(s)	2014-06-30	$18,432
2013 : JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-06-30	$85,594
Expenses. Total of all expenses incurred	2013-06-30	$33,000
Benefits paid (including direct rollovers)	2013-06-30	$33,000
Total plan assets at end of year	2013-06-30	$804,891
Total plan assets at beginning of year	2013-06-30	$752,297
Value of fidelity bond covering the plan	2013-06-30	$50,000
Other income received	2013-06-30	$62,147
Net income (gross income less expenses)	2013-06-30	$52,594
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$804,891
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$752,297
Total contributions received or receivable from employer(s)	2013-06-30	$23,447
2012 : JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-06-30	$77,710
Expenses. Total of all expenses incurred	2012-06-30	$10,000
Benefits paid (including direct rollovers)	2012-06-30	$10,000
Total plan assets at end of year	2012-06-30	$752,297
Total plan assets at beginning of year	2012-06-30	$684,587
Value of fidelity bond covering the plan	2012-06-30	$50,000
Other income received	2012-06-30	$54,947
Net income (gross income less expenses)	2012-06-30	$67,710
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$752,297
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$684,587
Total contributions received or receivable from employer(s)	2012-06-30	$22,763
2011 : JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-06-30	$91,596
Expenses. Total of all expenses incurred	2011-06-30	$10,000
Benefits paid (including direct rollovers)	2011-06-30	$10,000
Total plan assets at end of year	2011-06-30	$684,587
Total plan assets at beginning of year	2011-06-30	$602,991
Value of fidelity bond covering the plan	2011-06-30	$50,000
Other income received	2011-06-30	$69,134
Net income (gross income less expenses)	2011-06-30	$81,596
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$684,587
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$602,991
Total contributions received or receivable from employer(s)	2011-06-30	$22,462

Form 5500 Responses for JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST

2021: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	This submission is the final filing	Yes
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2014: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: JOHN L. SINCLAIR, JR., DDS, PC EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
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:	JOHN L. SINCLAIR, JR. DDS, PC
Employer identification number (EIN):	382413416
NAIC Classification:	621210
NAIC Description:	Offices of Dentists