401k Plan data: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN plan

PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 401k Plan overview

Plan Name	PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN
Plan identification number	001

PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP

Employer identification number (EIN): 454112085

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JUDE CRUTCHFIELD, D.M.D. 2023-06-10
001 2021-01-01 JUDE CRUTCHFIELD, D.M.D. 2022-04-19
001 2020-01-01 JUDE CRUTCHFIELD, D.M.D. 2021-10-06
001 2019-01-01 JUDE CRUTCHFIELD, D.M.D. 2020-10-14
001 2018-01-01 JUDE CRUTCHFIELD, D.M.D. 2019-07-12
001 2017-01-01 JUDE CRUTCHFIELD, D.M.D. 2018-10-05
001 2016-01-01 JUDE CRUTCHFIELD, D.M.D.
001 2015-01-01 JUDE CRUTCHFIELD, D.M.D.
001 2014-01-01 DENNIS R. PETERSON, D.D.S.
001 2014-01-01 JUDE CRUTCHFIELD, D.M.D.
001 2013-01-01 DENNIS R. PETERSON, D.D.S.
001 2012-01-01 DENNIS R. PETERSON, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JUDE CRUTCHFIELD, D.M.D.	2023-06-10
001	2021-01-01	JUDE CRUTCHFIELD, D.M.D.	2022-04-19
001	2020-01-01	JUDE CRUTCHFIELD, D.M.D.	2021-10-06
001	2019-01-01	JUDE CRUTCHFIELD, D.M.D.	2020-10-14
001	2018-01-01	JUDE CRUTCHFIELD, D.M.D.	2019-07-12
001	2017-01-01	JUDE CRUTCHFIELD, D.M.D.	2018-10-05
001	2016-01-01	JUDE CRUTCHFIELD, D.M.D.
001	2015-01-01	JUDE CRUTCHFIELD, D.M.D.
001	2014-01-01	DENNIS R. PETERSON, D.D.S.
001	2014-01-01	JUDE CRUTCHFIELD, D.M.D.
001	2013-01-01	DENNIS R. PETERSON, D.D.S.
001	2012-01-01	DENNIS R. PETERSON, D.D.S.

Plan Statistics for PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN

401k plan membership statisitcs for PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN

Measure Date Value
2016: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
2014: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2016: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
2014: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN

Measure	Date	Value
2016 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$37
Total income from all sources	2016-12-31	$267,458
Expenses. Total of all expenses incurred	2016-12-31	$3,980,487
Benefits paid (including direct rollovers)	2016-12-31	$3,970,244
Total plan assets at end of year	2016-12-31	$485,585
Total plan assets at beginning of year	2016-12-31	$4,198,651
Value of fidelity bond covering the plan	2016-12-31	$1,200,000
Total contributions received or receivable from participants	2016-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$235
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$198,139
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-3,713,029
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$485,585
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,198,614
Assets. Value of participant loans	2016-12-31	$2,332
Total contributions received or receivable from employer(s)	2016-12-31	$9,319
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$10,008
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$37
Total plan liabilities at beginning of year	2015-12-31	$37
Total income from all sources	2015-12-31	$414,642
Expenses. Total of all expenses incurred	2015-12-31	$22,216
Benefits paid (including direct rollovers)	2015-12-31	$7,926
Total plan assets at end of year	2015-12-31	$4,198,651
Total plan assets at beginning of year	2015-12-31	$3,806,225
Value of fidelity bond covering the plan	2015-12-31	$1,200,000
Total contributions received or receivable from participants	2015-12-31	$58,000
Assets. Value of loans (other than to participants)	2015-12-31	$2,397,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$255
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$298,568
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$392,426
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,198,614
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,806,188
Assets. Value of participant loans	2015-12-31	$35
Total contributions received or receivable from employer(s)	2015-12-31	$58,074
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,035
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$37
Total plan liabilities at beginning of year	2014-12-31	$200
Total income from all sources	2014-12-31	$321,075
Expenses. Total of all expenses incurred	2014-12-31	$15,078
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$3,836,151
Total plan assets at beginning of year	2014-12-31	$3,530,317
Value of fidelity bond covering the plan	2014-12-31	$1,200,000
Total contributions received or receivable from participants	2014-12-31	$45,183
Assets. Value of loans (other than to participants)	2014-12-31	$2,366,950
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$197,431
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$305,997
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,836,114
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,530,117
Assets. Value of participant loans	2014-12-31	$1,938
Total contributions received or receivable from employer(s)	2014-12-31	$78,461
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$15,078
2013 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$200
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$517,907
Expenses. Total of all expenses incurred	2013-12-31	$22,906
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$3,530,317
Total plan assets at beginning of year	2013-12-31	$3,035,116
Value of fidelity bond covering the plan	2013-12-31	$1,200,000
Total contributions received or receivable from participants	2013-12-31	$46,442
Assets. Value of loans (other than to participants)	2013-12-31	$2,003,950
Expenses. Other expenses not covered elsewhere	2013-12-31	$300
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$429,339
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$495,001
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,530,117
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,035,116
Assets. Value of participant loans	2013-12-31	$1,938
Total contributions received or receivable from employer(s)	2013-12-31	$42,126
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	$22,606
2012 : PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$241
Total income from all sources	2012-12-31	$223,925
Expenses. Total of all expenses incurred	2012-12-31	$44,122
Benefits paid (including direct rollovers)	2012-12-31	$30,473
Total plan assets at end of year	2012-12-31	$3,054,366
Total plan assets at beginning of year	2012-12-31	$2,874,804
Value of fidelity bond covering the plan	2012-12-31	$1,200,000
Total contributions received or receivable from participants	2012-12-31	$47,250
Assets. Value of loans (other than to participants)	2012-12-31	$1,972,800
Expenses. Other expenses not covered elsewhere	2012-12-31	$243
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$117,302
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$179,803
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,054,366
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,874,563
Total contributions received or receivable from employer(s)	2012-12-31	$59,373
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	$13,406
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN

2016: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP PROFIT SHARING 401(K)PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PETERSON & CRUTCHFIELD ROCKLIN GENERAL PARTNERSHIP
Employer identification number (EIN):	454112085
NAIC Classification:	621210
NAIC Description:	Offices of Dentists