JOHN A. BIRCHFIELD, D.D.S., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN
| Measure | Date | Value |
|---|
| 2018 : JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-04-30 | $0 |
| Total plan liabilities at end of year | 2018-04-30 | $0 |
| Total plan liabilities at beginning of year | 2018-04-30 | $0 |
| Total income from all sources | 2018-04-30 | $18,760 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $12,000 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $12,000 |
| Total plan assets at end of year | 2018-04-30 | $357,830 |
| Total plan assets at beginning of year | 2018-04-30 | $351,070 |
| Value of fidelity bond covering the plan | 2018-04-30 | $350,000 |
| Total contributions received or receivable from participants | 2018-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-04-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-04-30 | $0 |
| Other income received | 2018-04-30 | $18,760 |
| Noncash contributions received | 2018-04-30 | $0 |
| Net income (gross income less expenses) | 2018-04-30 | $6,760 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $357,830 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $351,070 |
| Assets. Value of real-estate (other than employer real property) | 2018-04-30 | $300,000 |
| Total contributions received or receivable from employer(s) | 2018-04-30 | $0 |
| Value of certain deemed distributions of participant loans | 2018-04-30 | $0 |
| Value of corrective distributions | 2018-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-04-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-04-30 | $0 |
| 2017 : JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-04-30 | $0 |
| Total plan liabilities at end of year | 2017-04-30 | $0 |
| Total plan liabilities at beginning of year | 2017-04-30 | $12,000 |
| Total income from all sources | 2017-04-30 | $11,868 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $0 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $0 |
| Total plan assets at end of year | 2017-04-30 | $351,070 |
| Total plan assets at beginning of year | 2017-04-30 | $351,202 |
| Value of fidelity bond covering the plan | 2017-04-30 | $350,000 |
| Total contributions received or receivable from participants | 2017-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-04-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-04-30 | $0 |
| Other income received | 2017-04-30 | $11,868 |
| Noncash contributions received | 2017-04-30 | $0 |
| Net income (gross income less expenses) | 2017-04-30 | $11,868 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $351,070 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $339,202 |
| Assets. Value of real-estate (other than employer real property) | 2017-04-30 | $350,000 |
| Total contributions received or receivable from employer(s) | 2017-04-30 | $0 |
| Value of certain deemed distributions of participant loans | 2017-04-30 | $0 |
| Value of corrective distributions | 2017-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-04-30 | $0 |
| 2016 : JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-04-30 | $0 |
| Total plan liabilities at end of year | 2016-04-30 | $12,000 |
| Total plan liabilities at beginning of year | 2016-04-30 | $0 |
| Total income from all sources | 2016-04-30 | $33,263 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $0 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $0 |
| Total plan assets at end of year | 2016-04-30 | $351,202 |
| Total plan assets at beginning of year | 2016-04-30 | $305,939 |
| Value of fidelity bond covering the plan | 2016-04-30 | $350,000 |
| Total contributions received or receivable from participants | 2016-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-04-30 | $0 |
| Other income received | 2016-04-30 | $33,263 |
| Noncash contributions received | 2016-04-30 | $0 |
| Net income (gross income less expenses) | 2016-04-30 | $33,263 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $339,202 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $305,939 |
| Assets. Value of real-estate (other than employer real property) | 2016-04-30 | $350,000 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $0 |
| Value of certain deemed distributions of participant loans | 2016-04-30 | $0 |
| Value of corrective distributions | 2016-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-04-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-04-30 | $0 |
| 2015 : JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-04-30 | $0 |
| Total plan liabilities at end of year | 2015-04-30 | $0 |
| Total plan liabilities at beginning of year | 2015-04-30 | $0 |
| Total income from all sources | 2015-04-30 | $-7,085 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $114 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $65 |
| Total plan assets at end of year | 2015-04-30 | $305,939 |
| Total plan assets at beginning of year | 2015-04-30 | $313,138 |
| Value of fidelity bond covering the plan | 2015-04-30 | $350,000 |
| Total contributions received or receivable from participants | 2015-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-04-30 | $0 |
| Other income received | 2015-04-30 | $-7,085 |
| Noncash contributions received | 2015-04-30 | $0 |
| Net income (gross income less expenses) | 2015-04-30 | $-7,199 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $305,939 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $313,138 |
| Assets. Value of participant loans | 2015-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $0 |
| Value of certain deemed distributions of participant loans | 2015-04-30 | $0 |
| Value of corrective distributions | 2015-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-04-30 | $49 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-04-30 | $0 |
| 2014 : JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-04-30 | $0 |
| Total plan liabilities at end of year | 2014-04-30 | $0 |
| Total plan liabilities at beginning of year | 2014-04-30 | $11,000 |
| Total income from all sources | 2014-04-30 | $14,624 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $0 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $0 |
| Total plan assets at end of year | 2014-04-30 | $313,138 |
| Total plan assets at beginning of year | 2014-04-30 | $309,514 |
| Value of fidelity bond covering the plan | 2014-04-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-04-30 | $0 |
| Other income received | 2014-04-30 | $12,124 |
| Noncash contributions received | 2014-04-30 | $0 |
| Net income (gross income less expenses) | 2014-04-30 | $14,624 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $313,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $298,514 |
| Assets. Value of participant loans | 2014-04-30 | $4,314 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $2,500 |
| Value of certain deemed distributions of participant loans | 2014-04-30 | $0 |
| Value of corrective distributions | 2014-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-04-30 | $0 |
| 2013 : JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-04-30 | $0 |
| Total plan liabilities at end of year | 2013-04-30 | $11,000 |
| Total plan liabilities at beginning of year | 2013-04-30 | $11,000 |
| Total income from all sources | 2013-04-30 | $-49,039 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $0 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $0 |
| Total plan assets at end of year | 2013-04-30 | $309,514 |
| Total plan assets at beginning of year | 2013-04-30 | $358,553 |
| Value of fidelity bond covering the plan | 2013-04-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-04-30 | $0 |
| Other income received | 2013-04-30 | $-49,039 |
| Noncash contributions received | 2013-04-30 | $0 |
| Net income (gross income less expenses) | 2013-04-30 | $-49,039 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $298,514 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $347,553 |
| Assets. Value of participant loans | 2013-04-30 | $4,314 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $0 |
| Value of certain deemed distributions of participant loans | 2013-04-30 | $0 |
| Value of corrective distributions | 2013-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-04-30 | $0 |
| 2012 : JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-04-30 | $0 |
| Total plan liabilities at end of year | 2012-04-30 | $11,000 |
| Total plan liabilities at beginning of year | 2012-04-30 | $0 |
| Total income from all sources | 2012-04-30 | $-70,923 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $0 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $0 |
| Total plan assets at end of year | 2012-04-30 | $358,553 |
| Total plan assets at beginning of year | 2012-04-30 | $418,476 |
| Value of fidelity bond covering the plan | 2012-04-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-04-30 | $0 |
| Assets. Value of loans (other than to participants) | 2012-04-30 | $11,000 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-04-30 | $0 |
| Other income received | 2012-04-30 | $-70,923 |
| Noncash contributions received | 2012-04-30 | $0 |
| Net income (gross income less expenses) | 2012-04-30 | $-70,923 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $347,553 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $418,476 |
| Assets. Value of participant loans | 2012-04-30 | $4,314 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $0 |
| Value of certain deemed distributions of participant loans | 2012-04-30 | $0 |
| Value of corrective distributions | 2012-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-04-30 | $0 |
| 2011 : JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-04-30 | $0 |
| Total plan liabilities at end of year | 2011-04-30 | $0 |
| Total plan liabilities at beginning of year | 2011-04-30 | $0 |
| Total income from all sources | 2011-04-30 | $-555,797 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $0 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $0 |
| Total plan assets at end of year | 2011-04-30 | $418,476 |
| Total plan assets at beginning of year | 2011-04-30 | $974,273 |
| Value of fidelity bond covering the plan | 2011-04-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-04-30 | $0 |
| Assets. Value of loans (other than to participants) | 2011-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-04-30 | $0 |
| Other income received | 2011-04-30 | $-555,797 |
| Noncash contributions received | 2011-04-30 | $0 |
| Net income (gross income less expenses) | 2011-04-30 | $-555,797 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $418,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $974,273 |
| Assets. Value of participant loans | 2011-04-30 | $4,712 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2011-04-30 | $30,000 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-04-30 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2011-04-30 | $400,000 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $0 |
| Value of certain deemed distributions of participant loans | 2011-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-04-30 | $0 |
| 2017: JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Submission has been amended | No |
| 2017-05-01 | This submission is the final filing | No |
| 2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-05-01 | Plan is a collectively bargained plan | No |
| 2017-05-01 | Plan funding arrangement – Trust | Yes |
| 2017-05-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Submission has been amended | No |
| 2016-05-01 | This submission is the final filing | No |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-05-01 | Plan is a collectively bargained plan | No |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Single employer plan |
| 2010-05-01 | Submission has been amended | No |
| 2010-05-01 | This submission is the final filing | No |
| 2010-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-05-01 | Plan is a collectively bargained plan | No |
| 2010-05-01 | Plan funding arrangement – Trust | Yes |
| 2010-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOHN A. BIRCHFIELD, D.D.S., P.A. PROFIT-SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Submission has been amended | No |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
