401k Plan data: PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS plan

PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 401k Plan overview

Plan Name	PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS
Plan identification number	001

PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 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.
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

WALTER D. SHIELDS DDS has sponsored the creation of one or more 401k plans.

Company Name: WALTER D. SHIELDS DDS

Employer identification number (EIN): 541700829

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 WALTER D. SHIELDS DDS WALTER D. SHIELDS DDS 2019-06-26
001 2017-01-01 WALTER D. SHIELDS DDS WALTER D. SHIELDS DDS 2018-05-25
001 2016-01-01 WALTER D. SHIELDS DDS WALTER D. SHIELDS DDS 2017-07-26
001 2015-01-01 WALTER D. SHIELDS DDS WALTER D. SHIELDS DDS 2016-08-15
001 2014-01-01 WALTER D. SHIELDS DDS WALTER D. SHIELDS DDS 2015-07-23
001 2013-01-01 WALTER D. SHIELDS DDS WALTER D. SHIELDS DDS 2014-10-08
001 2012-01-01 WALTER D. SHIELDS DDS WALTER D. SHIELDS DDS 2013-10-08
001 2011-01-01 WALTER D. SHIELDS DDS WALTER D. SHIELDS DDS 2012-10-11
001 2009-01-01 WALTER D. SHIELDS DDS WALTER D. SHIELDS DDS 2010-07-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	WALTER D. SHIELDS DDS	WALTER D. SHIELDS DDS	2019-06-26
001	2017-01-01	WALTER D. SHIELDS DDS	WALTER D. SHIELDS DDS	2018-05-25
001	2016-01-01	WALTER D. SHIELDS DDS	WALTER D. SHIELDS DDS	2017-07-26
001	2015-01-01	WALTER D. SHIELDS DDS	WALTER D. SHIELDS DDS	2016-08-15
001	2014-01-01	WALTER D. SHIELDS DDS	WALTER D. SHIELDS DDS	2015-07-23
001	2013-01-01	WALTER D. SHIELDS DDS	WALTER D. SHIELDS DDS	2014-10-08
001	2012-01-01	WALTER D. SHIELDS DDS	WALTER D. SHIELDS DDS	2013-10-08
001	2011-01-01	WALTER D. SHIELDS DDS	WALTER D. SHIELDS DDS	2012-10-11
001	2009-01-01	WALTER D. SHIELDS DDS	WALTER D. SHIELDS DDS	2010-07-21

Financial Data on PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS

Measure	Date	Value
2019 : PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 2019 401k financial data
Total income from all sources	2019-12-31	$720,453
Expenses. Total of all expenses incurred	2019-12-31	$3,353,101
Benefits paid (including direct rollovers)	2019-12-31	$3,353,101
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$2,632,648
Value of fidelity bond covering the plan	2019-12-31	$300,000
Other income received	2019-12-31	$720,453
Net income (gross income less expenses)	2019-12-31	$-2,632,648
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,632,648
2018 : PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 2018 401k financial data
Total income from all sources	2018-12-31	$-104,858
Expenses. Total of all expenses incurred	2018-12-31	$411,885
Benefits paid (including direct rollovers)	2018-12-31	$411,885
Total plan assets at end of year	2018-12-31	$2,632,648
Total plan assets at beginning of year	2018-12-31	$3,149,391
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$9,765
Other income received	2018-12-31	$-120,529
Net income (gross income less expenses)	2018-12-31	$-516,743
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,632,648
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,149,391
Total contributions received or receivable from employer(s)	2018-12-31	$5,906
2017 : PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 2017 401k financial data
Total income from all sources	2017-12-31	$715,032
Total plan assets at end of year	2017-12-31	$3,149,391
Total plan assets at beginning of year	2017-12-31	$2,434,359
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$47,992
Other income received	2017-12-31	$608,478
Net income (gross income less expenses)	2017-12-31	$715,032
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,149,391
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,434,359
Total contributions received or receivable from employer(s)	2017-12-31	$58,562
2016 : PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 2016 401k financial data
Total income from all sources	2016-12-31	$291,408
Total plan assets at end of year	2016-12-31	$2,434,359
Total plan assets at beginning of year	2016-12-31	$2,142,951
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$48,000
Other income received	2016-12-31	$185,766
Net income (gross income less expenses)	2016-12-31	$291,408
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,434,359
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,142,951
Total contributions received or receivable from employer(s)	2016-12-31	$57,642
2015 : PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 2015 401k financial data
Total income from all sources	2015-12-31	$136,861
Expenses. Total of all expenses incurred	2015-12-31	$5,060
Benefits paid (including direct rollovers)	2015-12-31	$5,060
Total plan assets at end of year	2015-12-31	$2,142,951
Total plan assets at beginning of year	2015-12-31	$2,011,150
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$46,000
Other income received	2015-12-31	$37,429
Net income (gross income less expenses)	2015-12-31	$131,801
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,142,951
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,011,150
Total contributions received or receivable from employer(s)	2015-12-31	$53,432
2014 : PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 2014 401k financial data
Total income from all sources	2014-12-31	$222,468
Total plan assets at end of year	2014-12-31	$2,011,150
Total plan assets at beginning of year	2014-12-31	$1,788,682
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$46,000
Other income received	2014-12-31	$110,780
Net income (gross income less expenses)	2014-12-31	$222,468
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,011,150
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,788,682
Total contributions received or receivable from employer(s)	2014-12-31	$65,688
2013 : PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 2013 401k financial data
Total income from all sources	2013-12-31	$459,201
Total plan assets at end of year	2013-12-31	$1,788,682
Total plan assets at beginning of year	2013-12-31	$1,329,481
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$46,000
Other income received	2013-12-31	$358,406
Net income (gross income less expenses)	2013-12-31	$459,201
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,788,682
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,329,481
Total contributions received or receivable from employer(s)	2013-12-31	$54,795
2012 : PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 2012 401k financial data
Total income from all sources	2012-12-31	$283,640
Total plan assets at end of year	2012-12-31	$1,329,481
Total plan assets at beginning of year	2012-12-31	$1,045,841
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$45,000
Other income received	2012-12-31	$179,261
Net income (gross income less expenses)	2012-12-31	$283,640
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,329,481
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,045,841
Total contributions received or receivable from employer(s)	2012-12-31	$59,379
2011 : PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 2011 401k financial data
Total income from all sources	2011-12-31	$72,395
Expenses. Total of all expenses incurred	2011-12-31	$814
Benefits paid (including direct rollovers)	2011-12-31	$814
Total plan assets at end of year	2011-12-31	$1,045,841
Total plan assets at beginning of year	2011-12-31	$974,260
Value of fidelity bond covering the plan	2011-12-31	$120,000
Total contributions received or receivable from participants	2011-12-31	$44,000
Other income received	2011-12-31	$-19,802
Net income (gross income less expenses)	2011-12-31	$71,581
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,045,841
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$974,260
Total contributions received or receivable from employer(s)	2011-12-31	$48,197
2010 : PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 2010 401k financial data
Total income from all sources	2010-12-31	$217,950
Expenses. Total of all expenses incurred	2010-12-31	$40,323
Benefits paid (including direct rollovers)	2010-12-31	$40,323
Total plan assets at end of year	2010-12-31	$974,260
Total plan assets at beginning of year	2010-12-31	$796,633
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$41,000
Other income received	2010-12-31	$132,735
Net income (gross income less expenses)	2010-12-31	$177,627
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$974,260
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$796,633
Total contributions received or receivable from employer(s)	2010-12-31	$44,215

Form 5500 Responses for PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS

2019: PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 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: PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 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: PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 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: PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 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: PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 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: PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 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: PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 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: PROFIT SHARING/401K PLAN OF WALTER D. SHIELDS DDS 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:	WALTER D. SHIELDS DDS
Employer identification number (EIN):	541700829
NAIC Classification:	621210
NAIC Description:	Offices of Dentists