401k Plan data: BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN plan

BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 401k Plan overview

Plan Name	BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN
Plan identification number	001

BRIAN J BLOCHER DDS SC PROFIT SHARING 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRIAN J BLOCHER DDS SC has sponsored the creation of one or more 401k plans.

Company Name: BRIAN J BLOCHER DDS SC

Employer identification number (EIN): 391907624

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRIAN BLOCHER 2024-07-18
001 2022-01-01 BRIAN BLOCHER 2023-07-21
001 2021-01-01 BRIAN BLOCHER 2022-04-29
001 2020-01-01 BRIAN BLOCHER 2021-09-23
001 2019-01-01
001 2018-01-01 BRIAN BLOCHER
001 2017-01-01 BRIAN BLOCHER
001 2016-01-01 BRIAN BLOCHER
001 2015-01-01 BRIAN BLOCHER
001 2014-01-01 BRIAN BLOCHER
001 2013-01-01 BRIAN BLOCHER
001 2012-01-01 BRIAN BLOCHER
001 2011-01-01 BRIAN BLOCHER
001 2010-01-01 BRIAN BLOCHER 2011-06-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BRIAN BLOCHER	2024-07-18
001	2022-01-01	BRIAN BLOCHER	2023-07-21
001	2021-01-01	BRIAN BLOCHER	2022-04-29
001	2020-01-01	BRIAN BLOCHER	2021-09-23
001	2019-01-01
001	2018-01-01	BRIAN BLOCHER
001	2017-01-01	BRIAN BLOCHER
001	2016-01-01	BRIAN BLOCHER
001	2015-01-01	BRIAN BLOCHER
001	2014-01-01	BRIAN BLOCHER
001	2013-01-01	BRIAN BLOCHER
001	2012-01-01	BRIAN BLOCHER
001	2011-01-01	BRIAN BLOCHER
001	2010-01-01	BRIAN BLOCHER	2011-06-28

Financial Data on BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN

Measure	Date	Value
2025 : BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-02	5833
Net assets as of the end of the plan year	2025-10-02	2462804
Total assets as of the beginning of the plan year	2025-10-02	2192933
Value of plan covered by a fidelity bond	2025-10-02	225000
Participant contributions to plan in this plan year	2025-10-02	0
Other expenses paid from plan in this plan year	2025-10-02	0
Other contributions to plan in this plan year	2025-10-02	0
Other income to plan in this plan year	2025-10-02	197382
Plan net income in this plan year	2025-10-02	269871
Net assets as of the end of the plan year	2025-10-02	2462804
Net assets as of the beginning of the plan year	2025-10-02	2192933
Employer contributions to plan in this plan year	2025-10-02	78322
Fees paid to broker by Benefit Provider	2025-10-02	1130
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-02	240
2024 : BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-18	8171
Net assets as of the end of the plan year	2024-07-18	2192933
Total assets as of the beginning of the plan year	2024-07-18	1867443
Value of plan covered by a fidelity bond	2024-07-18	225000
Other expenses paid from plan in this plan year	2024-07-18	600
Other income to plan in this plan year	2024-07-18	245926
Plan net income in this plan year	2024-07-18	325490
Net assets as of the end of the plan year	2024-07-18	2192933
Net assets as of the beginning of the plan year	2024-07-18	1867443
Employer contributions to plan in this plan year	2024-07-18	87735
Fees paid to broker by Benefit Provider	2024-07-18	965
2019 : BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$299,156
Expenses. Total of all expenses incurred	2019-12-31	$3,371
Benefits paid (including direct rollovers)	2019-12-31	$3,201
Total plan assets at end of year	2019-12-31	$1,541,377
Total plan assets at beginning of year	2019-12-31	$1,245,592
Value of fidelity bond covering the plan	2019-12-31	$225,000
Other income received	2019-12-31	$226,760
Net income (gross income less expenses)	2019-12-31	$295,785
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,541,377
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,245,592
Total contributions received or receivable from employer(s)	2019-12-31	$72,396
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-19,907
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,245,592
Total plan assets at beginning of year	2018-12-31	$1,265,499
Value of fidelity bond covering the plan	2018-12-31	$275,000
Other income received	2018-12-31	$-87,267
Net income (gross income less expenses)	2018-12-31	$-19,907
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,245,592
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,265,499
Total contributions received or receivable from employer(s)	2018-12-31	$67,360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$219,145
Expenses. Total of all expenses incurred	2017-12-31	$2,814
Benefits paid (including direct rollovers)	2017-12-31	$2,729
Total plan assets at end of year	2017-12-31	$1,265,499
Total plan assets at beginning of year	2017-12-31	$1,049,168
Value of fidelity bond covering the plan	2017-12-31	$265,000
Other income received	2017-12-31	$153,033
Net income (gross income less expenses)	2017-12-31	$216,331
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,265,499
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,049,168
Total contributions received or receivable from employer(s)	2017-12-31	$66,112
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$85
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$125,076
Expenses. Total of all expenses incurred	2016-12-31	$29,649
Benefits paid (including direct rollovers)	2016-12-31	$26,682
Total plan assets at end of year	2016-12-31	$1,049,168
Total plan assets at beginning of year	2016-12-31	$953,741
Value of fidelity bond covering the plan	2016-12-31	$265,000
Other income received	2016-12-31	$62,853
Net income (gross income less expenses)	2016-12-31	$95,427
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,049,168
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$953,741
Total contributions received or receivable from employer(s)	2016-12-31	$62,223
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,967
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$20,910
Expenses. Total of all expenses incurred	2015-12-31	$9,803
Benefits paid (including direct rollovers)	2015-12-31	$5,954
Total plan assets at end of year	2015-12-31	$953,741
Total plan assets at beginning of year	2015-12-31	$942,634
Value of fidelity bond covering the plan	2015-12-31	$265,000
Other income received	2015-12-31	$-16,165
Net income (gross income less expenses)	2015-12-31	$11,107
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$953,741
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$942,634
Total contributions received or receivable from employer(s)	2015-12-31	$37,075
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$112,140
Expenses. Total of all expenses incurred	2014-12-31	$4,621
Benefits paid (including direct rollovers)	2014-12-31	$1,061
Total plan assets at end of year	2014-12-31	$942,634
Total plan assets at beginning of year	2014-12-31	$835,115
Value of fidelity bond covering the plan	2014-12-31	$265,000
Total contributions received or receivable from participants	2014-12-31	$5,500
Other income received	2014-12-31	$40,128
Net income (gross income less expenses)	2014-12-31	$107,519
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$942,634
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$835,115
Total contributions received or receivable from employer(s)	2014-12-31	$66,512
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,560
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$160,376
Expenses. Total of all expenses incurred	2013-12-31	$33,397
Benefits paid (including direct rollovers)	2013-12-31	$30,313
Total plan assets at end of year	2013-12-31	$835,115
Total plan assets at beginning of year	2013-12-31	$708,136
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$103,876
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$126,979
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$835,115
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$708,136
Total contributions received or receivable from employer(s)	2013-12-31	$56,500
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,084
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$123,046
Expenses. Total of all expenses incurred	2012-12-31	$316,626
Benefits paid (including direct rollovers)	2012-12-31	$313,025
Total plan assets at end of year	2012-12-31	$708,136
Total plan assets at beginning of year	2012-12-31	$901,716
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$56,711
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-193,580
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$708,136
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$901,716
Total contributions received or receivable from employer(s)	2012-12-31	$66,335
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,601
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$81,003
Expenses. Total of all expenses incurred	2011-12-31	$22,989
Benefits paid (including direct rollovers)	2011-12-31	$22,849
Total plan assets at end of year	2011-12-31	$901,716
Total plan assets at beginning of year	2011-12-31	$843,702
Value of fidelity bond covering the plan	2011-12-31	$265,000
Other income received	2011-12-31	$-29,855
Net income (gross income less expenses)	2011-12-31	$58,014
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$901,716
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$843,702
Total contributions received or receivable from employer(s)	2011-12-31	$110,858
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN

2019: BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRIAN J BLOCHER DDS SC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	97553
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	97553
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	97553
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	97553
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	97553
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	97553
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	97553
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	97553
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	97553
Policy instance	1

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Company Name:	BRIAN J BLOCHER DDS SC
Employer identification number (EIN):	391907624
NAIC Classification:	621210
NAIC Description:	Offices of Dentists