401k Plan data: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST plan

ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST
Plan identification number	001

ROBERT J PARKER DDS MS PA 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.
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

ROBERT J PARKER DDS MS PA has sponsored the creation of one or more 401k plans.

Company Name: ROBERT J PARKER DDS MS PA

Employer identification number (EIN): 621701783

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 ROBERT PARKER
001 2023-01-01
001 2023-01-01 ROBERT PARKER
001 2022-01-01
001 2022-01-01 ROBERT PARKER
001 2021-01-01
001 2021-01-01 ROBERT PARKER
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT PARKER ROBERT PARKER 2018-08-07
001 2016-01-01 ROBERT PARKER ROBERT PARKER 2017-07-24
001 2015-01-01 ROBERT PARKER
001 2014-01-01 ROBERT PARKER
001 2013-01-01 ROBERT PARKER ROBERT PARKER 2014-09-02
001 2012-01-01 ROBERT PARKER
001 2011-01-01 ROBERT PARKER
001 2009-01-01 ROBERT PARKER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	ROBERT PARKER
001	2023-01-01
001	2023-01-01	ROBERT PARKER
001	2022-01-01
001	2022-01-01	ROBERT PARKER
001	2021-01-01
001	2021-01-01	ROBERT PARKER
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBERT PARKER	ROBERT PARKER	2018-08-07
001	2016-01-01	ROBERT PARKER	ROBERT PARKER	2017-07-24
001	2015-01-01	ROBERT PARKER
001	2014-01-01	ROBERT PARKER
001	2013-01-01	ROBERT PARKER	ROBERT PARKER	2014-09-02
001	2012-01-01	ROBERT PARKER
001	2011-01-01	ROBERT PARKER
001	2009-01-01	ROBERT PARKER

Financial Data on ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$516,963
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$5,448,992
Total plan assets at beginning of year	2023-12-31	$4,932,029
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$69,100
Other income received	2023-12-31	$377,597
Net income (gross income less expenses)	2023-12-31	$516,963
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,448,992
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,932,029
Total contributions received or receivable from employer(s)	2023-12-31	$70,266
2022 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-538,614
Expenses. Total of all expenses incurred	2022-12-31	$7,647
Benefits paid (including direct rollovers)	2022-12-31	$6,306
Total plan assets at end of year	2022-12-31	$4,932,029
Total plan assets at beginning of year	2022-12-31	$5,478,290
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$65,700
Expenses. Other expenses not covered elsewhere	2022-12-31	$1,341
Other income received	2022-12-31	$-667,587
Net income (gross income less expenses)	2022-12-31	$-546,261
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,932,029
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,478,290
Total contributions received or receivable from employer(s)	2022-12-31	$63,273
2021 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$1,246,787
Expenses. Total of all expenses incurred	2021-12-31	$1,297
Total plan assets at end of year	2021-12-31	$5,478,290
Total plan assets at beginning of year	2021-12-31	$4,232,800
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$64,870
Expenses. Other expenses not covered elsewhere	2021-12-31	$1,297
Other income received	2021-12-31	$1,116,302
Net income (gross income less expenses)	2021-12-31	$1,245,490
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,478,290
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,232,800
Total contributions received or receivable from employer(s)	2021-12-31	$65,615
2020 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$474,310
Expenses. Total of all expenses incurred	2020-12-31	$806
Total plan assets at end of year	2020-12-31	$4,232,800
Total plan assets at beginning of year	2020-12-31	$3,759,296
Value of fidelity bond covering the plan	2020-12-31	$450,000
Total contributions received or receivable from participants	2020-12-31	$63,880
Other income received	2020-12-31	$344,754
Net income (gross income less expenses)	2020-12-31	$473,504
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,232,800
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,759,296
Total contributions received or receivable from employer(s)	2020-12-31	$65,676
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$806
2019 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$980,090
Expenses. Total of all expenses incurred	2019-12-31	$894
Total plan assets at end of year	2019-12-31	$3,759,296
Total plan assets at beginning of year	2019-12-31	$2,780,100
Value of fidelity bond covering the plan	2019-12-31	$450,000
Total contributions received or receivable from participants	2019-12-31	$61,920
Other income received	2019-12-31	$853,782
Net income (gross income less expenses)	2019-12-31	$979,196
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,759,296
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,780,100
Total contributions received or receivable from employer(s)	2019-12-31	$64,388
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$894
2018 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-152,184
Expenses. Total of all expenses incurred	2018-12-31	$749
Total plan assets at end of year	2018-12-31	$2,780,100
Total plan assets at beginning of year	2018-12-31	$2,933,033
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$54,310
Other income received	2018-12-31	$-267,516
Net income (gross income less expenses)	2018-12-31	$-152,933
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,780,100
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,933,033
Total contributions received or receivable from employer(s)	2018-12-31	$61,022
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$749
2017 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$357,338
Expenses. Total of all expenses incurred	2017-12-31	$578
Total plan assets at end of year	2017-12-31	$2,933,033
Total plan assets at beginning of year	2017-12-31	$2,576,273
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$50,775
Other income received	2017-12-31	$246,885
Net income (gross income less expenses)	2017-12-31	$356,760
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,933,033
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,576,273
Total contributions received or receivable from employer(s)	2017-12-31	$59,678
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$578
2016 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$325,535
Expenses. Total of all expenses incurred	2016-12-31	$487
Total plan assets at end of year	2016-12-31	$2,576,273
Total plan assets at beginning of year	2016-12-31	$2,251,225
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$49,150
Other income received	2016-12-31	$218,779
Net income (gross income less expenses)	2016-12-31	$325,048
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,576,273
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,251,225
Total contributions received or receivable from employer(s)	2016-12-31	$57,606
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$487
2015 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$209,099
Expenses. Total of all expenses incurred	2015-12-31	$57,790
Benefits paid (including direct rollovers)	2015-12-31	$57,327
Total plan assets at end of year	2015-12-31	$2,251,225
Total plan assets at beginning of year	2015-12-31	$2,099,916
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$43,150
Other income received	2015-12-31	$109,369
Net income (gross income less expenses)	2015-12-31	$151,309
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,251,225
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,099,916
Total contributions received or receivable from employer(s)	2015-12-31	$56,580
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$463
2014 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$298,900
Expenses. Total of all expenses incurred	2014-12-31	$408
Total plan assets at end of year	2014-12-31	$2,099,916
Total plan assets at beginning of year	2014-12-31	$1,801,424
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$42,150
Other income received	2014-12-31	$200,872
Net income (gross income less expenses)	2014-12-31	$298,492
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,099,916
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,801,424
Total contributions received or receivable from employer(s)	2014-12-31	$55,878
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$408
2013 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$539,086
Expenses. Total of all expenses incurred	2013-12-31	$382
Total plan assets at end of year	2013-12-31	$1,801,424
Total plan assets at beginning of year	2013-12-31	$1,262,720
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$42,925
Expenses. Other expenses not covered elsewhere	2013-12-31	$85
Other income received	2013-12-31	$442,717
Net income (gross income less expenses)	2013-12-31	$538,704
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,801,424
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,262,720
Total contributions received or receivable from employer(s)	2013-12-31	$53,444
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$297
2012 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$228,444
Expenses. Total of all expenses incurred	2012-12-31	$382
Total plan assets at end of year	2012-12-31	$1,262,720
Total plan assets at beginning of year	2012-12-31	$1,034,658
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$40,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$168
Other income received	2012-12-31	$134,625
Net income (gross income less expenses)	2012-12-31	$228,062
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,262,720
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,034,658
Total contributions received or receivable from employer(s)	2012-12-31	$53,819
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$214
2011 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$39,020
Expenses. Total of all expenses incurred	2011-12-31	$222
Total plan assets at end of year	2011-12-31	$1,034,658
Total plan assets at beginning of year	2011-12-31	$995,860
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$39,135
Expenses. Other expenses not covered elsewhere	2011-12-31	$45
Other income received	2011-12-31	$-54,260
Net income (gross income less expenses)	2011-12-31	$38,798
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,034,658
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$995,860
Total contributions received or receivable from employer(s)	2011-12-31	$54,145
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$177
2010 : ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$200,075
Expenses. Total of all expenses incurred	2010-12-31	$124
Total plan assets at end of year	2010-12-31	$995,860
Total plan assets at beginning of year	2010-12-31	$795,909
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$37,290
Other income received	2010-12-31	$106,800
Net income (gross income less expenses)	2010-12-31	$199,951
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$995,860
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$795,909
Total contributions received or receivable from employer(s)	2010-12-31	$55,985
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$124

Form 5500 Responses for ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST

2023: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 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: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 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: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 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: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT J PARKER DDS MS PA PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT J PARKER DDS MS PA
Employer identification number (EIN):	621701783
NAIC Classification:	621210
NAIC Description:	Offices of Dentists