401k Plan data: MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN plan

MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN
Plan identification number	001

MARK H. WHITEFIELD, D.D.S., P.C. 401K 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
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.
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

MARK H. WHITEFIELD, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: MARK H. WHITEFIELD, D.D.S., P.C.

Employer identification number (EIN): 621732803

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 MARK H. WHITEFIELD, D.D.S.
001 2014-01-01 MARK H. WHITEFIELD, D.D.S.
001 2013-01-01 MARK H. WHITEFIELD, D.D.S.
001 2012-01-01 MARK H. WHITEFIELD, D.D.S.
001 2011-01-01 MARK H. WHITEFIELD, D.D.S.
001 2010-01-01 MARK H. WHITEFIELD, D.D.S.
001 2009-01-01 MARK H. WHITEFIELD, D.D.S.
001 2009-01-01 MARK H. WHITEFIELD, D.D.S.

Financial Data on MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN

Measure	Date	Value
2017 : MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$93
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$91,347
Expenses. Total of all expenses incurred	2017-12-31	$18,780
Benefits paid (including direct rollovers)	2017-12-31	$14,340
Total plan assets at end of year	2017-12-31	$690,458
Total plan assets at beginning of year	2017-12-31	$617,798
Value of fidelity bond covering the plan	2017-12-31	$75,000
Total contributions received or receivable from participants	2017-12-31	$8,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$69,010
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$72,567
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$690,365
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$617,798
Assets. Value of participant loans	2017-12-31	$21,892
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$500
Total contributions received or receivable from employer(s)	2017-12-31	$14,337
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,440
2016 : MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$69,539
Expenses. Total of all expenses incurred	2016-12-31	$51,271
Benefits paid (including direct rollovers)	2016-12-31	$46,437
Total plan assets at end of year	2016-12-31	$617,798
Total plan assets at beginning of year	2016-12-31	$599,530
Value of fidelity bond covering the plan	2016-12-31	$75,000
Total contributions received or receivable from participants	2016-12-31	$13,100
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$45,192
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$18,268
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$617,798
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$599,530
Assets. Value of participant loans	2016-12-31	$5,291
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$320
Total contributions received or receivable from employer(s)	2016-12-31	$11,247
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	$4,834
2015 : MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-11,524
Expenses. Total of all expenses incurred	2015-12-31	$12,443
Benefits paid (including direct rollovers)	2015-12-31	$6,394
Total plan assets at end of year	2015-12-31	$599,530
Total plan assets at beginning of year	2015-12-31	$623,497
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$10,400
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-31,734
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-23,967
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$599,530
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$623,497
Assets. Value of participant loans	2015-12-31	$27,910
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$7,247
Total contributions received or receivable from employer(s)	2015-12-31	$9,810
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	$6,049
2014 : MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$41,146
Expenses. Total of all expenses incurred	2014-12-31	$94,287
Benefits paid (including direct rollovers)	2014-12-31	$88,261
Total plan assets at end of year	2014-12-31	$623,497
Total plan assets at beginning of year	2014-12-31	$676,638
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$8,100
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	$22,358
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-53,141
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$623,497
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$676,638
Assets. Value of participant loans	2014-12-31	$47,974
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$25,953
Total contributions received or receivable from employer(s)	2014-12-31	$10,688
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	$6,026
2013 : MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$91,714
Expenses. Total of all expenses incurred	2013-12-31	$8,622
Benefits paid (including direct rollovers)	2013-12-31	$3,489
Total plan assets at end of year	2013-12-31	$676,638
Total plan assets at beginning of year	2013-12-31	$593,546
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$5,759
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$76,069
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$83,092
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$676,638
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$593,546
Assets. Value of participant loans	2013-12-31	$66,124
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$31,561
Total contributions received or receivable from employer(s)	2013-12-31	$9,886
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	$5,133
2012 : MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$74,951
Expenses. Total of all expenses incurred	2012-12-31	$7,879
Benefits paid (including direct rollovers)	2012-12-31	$3,148
Total plan assets at end of year	2012-12-31	$593,546
Total plan assets at beginning of year	2012-12-31	$526,474
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$8,782
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	$55,041
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$67,072
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$593,546
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$526,474
Assets. Value of participant loans	2012-12-31	$82,941
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$32,447
Total contributions received or receivable from employer(s)	2012-12-31	$11,128
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	$4,731
2011 : MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$42,009
Expenses. Total of all expenses incurred	2011-12-31	$7,888
Benefits paid (including direct rollovers)	2011-12-31	$3,176
Total plan assets at end of year	2011-12-31	$526,474
Total plan assets at beginning of year	2011-12-31	$492,353
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$30,973
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$2,434
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$34,121
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$526,474
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$492,353
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$32,020
Total contributions received or receivable from employer(s)	2011-12-31	$8,602
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,712
2010 : MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$66,674
Expenses. Total of all expenses incurred	2010-12-31	$10,464
Benefits paid (including direct rollovers)	2010-12-31	$6,291
Total plan assets at end of year	2010-12-31	$492,353
Total plan assets at beginning of year	2010-12-31	$436,143
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$9,104
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$9,784
Other income received	2010-12-31	$46,405
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$56,210
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$492,353
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$436,143
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$31,508
Total contributions received or receivable from employer(s)	2010-12-31	$1,381
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,173

Form 5500 Responses for MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN

2017: MARK H. WHITEFIELD, D.D.S., P.C. 401K 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARK H. WHITEFIELD, D.D.S., P.C. 401K 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARK H. WHITEFIELD, D.D.S., P.C. 401K 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARK H. WHITEFIELD, D.D.S., P.C. 401K 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARK H. WHITEFIELD, D.D.S., P.C. 401K 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARK H. WHITEFIELD, D.D.S., P.C. 401K 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN 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
2010: MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MARK H. WHITEFIELD, D.D.S., P.C. 401K PROFIT SHARING PLAN 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:	MARK H. WHITEFIELD, D.D.S., P.C.
Employer identification number (EIN):	621732803
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	MARK H. WHITEFIELD, D.D.S.
001	2014-01-01	MARK H. WHITEFIELD, D.D.S.
001	2013-01-01	MARK H. WHITEFIELD, D.D.S.
001	2012-01-01	MARK H. WHITEFIELD, D.D.S.
001	2011-01-01	MARK H. WHITEFIELD, D.D.S.
001	2010-01-01	MARK H. WHITEFIELD, D.D.S.
001	2009-01-01	MARK H. WHITEFIELD, D.D.S.
001	2009-01-01	MARK H. WHITEFIELD, D.D.S.