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CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

CHARLES E. TOWE, JR. D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES E. TOWE, JR. D.D.S., P.C.
Employer identification number (EIN):731367804
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHARLES E. TOWE JR.2023-07-26
0012021-01-01CHARLES E. TOWE JR.2022-06-28
0012020-01-01CHARLES E. TOWE JR.2021-10-06
0012018-01-01
0012017-01-01
0012016-01-01CHARLES E. TOWE, JR.
0012015-01-01CHARLES E. TOWE, JR.
0012014-01-01CHARLES E. TOWE, JR.
0012013-01-01
0012012-01-01CHARLES E. TOWE, JR. CHARLES E. TOWE, JR.2013-07-31
0012011-01-01CHARLES E. TOWE, JR. CHARLES E. TOWE, JR.2012-04-06
0012009-01-01MARIA ROBLES MEYERS

Plan Statistics for CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2017: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2017 : CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$257,138
Expenses. Total of all expenses incurred2017-12-31$11,664
Total plan assets at end of year2017-12-31$1,446,171
Total plan assets at beginning of year2017-12-31$1,200,697
Value of fidelity bond covering the plan2017-12-31$107,000
Total contributions received or receivable from participants2017-12-31$29,411
Other income received2017-12-31$176,083
Net income (gross income less expenses)2017-12-31$245,474
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,446,171
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,200,697
Total contributions received or receivable from employer(s)2017-12-31$51,644
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$11,664
2016 : CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$149,144
Expenses. Total of all expenses incurred2016-12-31$9,903
Total plan assets at end of year2016-12-31$1,200,697
Total plan assets at beginning of year2016-12-31$1,061,456
Value of fidelity bond covering the plan2016-12-31$107,000
Total contributions received or receivable from participants2016-12-31$29,369
Other income received2016-12-31$68,267
Net income (gross income less expenses)2016-12-31$139,241
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,200,697
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,061,456
Total contributions received or receivable from employer(s)2016-12-31$51,508
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,903
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$61,940
Expenses. Total of all expenses incurred2015-12-31$46,412
Benefits paid (including direct rollovers)2015-12-31$36,996
Total plan assets at end of year2015-12-31$1,061,456
Total plan assets at beginning of year2015-12-31$1,045,928
Value of fidelity bond covering the plan2015-12-31$107,000
Total contributions received or receivable from participants2015-12-31$26,638
Other income received2015-12-31$-2,639
Net income (gross income less expenses)2015-12-31$15,528
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,061,456
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,045,928
Total contributions received or receivable from employer(s)2015-12-31$37,941
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$125,044
Expenses. Total of all expenses incurred2014-12-31$13,498
Benefits paid (including direct rollovers)2014-12-31$4,343
Total plan assets at end of year2014-12-31$1,045,928
Total plan assets at beginning of year2014-12-31$934,382
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$31,663
Other income received2014-12-31$47,029
Net income (gross income less expenses)2014-12-31$111,546
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,045,928
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$934,382
Total contributions received or receivable from employer(s)2014-12-31$46,352
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$221,372
Expenses. Total of all expenses incurred2013-12-31$5,483
Benefits paid (including direct rollovers)2013-12-31$304
Total plan assets at end of year2013-12-31$934,382
Total plan assets at beginning of year2013-12-31$718,493
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$33,097
Other income received2013-12-31$142,268
Net income (gross income less expenses)2013-12-31$215,889
Net plan assets at end of year (total assets less liabilities)2013-12-31$934,382
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$718,493
Total contributions received or receivable from employer(s)2013-12-31$46,007
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,179
2012 : CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$144,695
Expenses. Total of all expenses incurred2012-12-31$4,129
Total plan assets at end of year2012-12-31$718,493
Total plan assets at beginning of year2012-12-31$577,927
Value of fidelity bond covering the plan2012-12-31$30,000
Total contributions received or receivable from participants2012-12-31$27,521
Expenses. Other expenses not covered elsewhere2012-12-31$4,129
Other income received2012-12-31$71,673
Net income (gross income less expenses)2012-12-31$140,566
Net plan assets at end of year (total assets less liabilities)2012-12-31$718,493
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$577,927
Total contributions received or receivable from employer(s)2012-12-31$45,501
2011 : CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$26,338
Expenses. Total of all expenses incurred2011-12-31$4,311
Benefits paid (including direct rollovers)2011-12-31$2,086
Total plan assets at end of year2011-12-31$577,927
Total plan assets at beginning of year2011-12-31$555,900
Value of fidelity bond covering the plan2011-12-31$30,000
Total contributions received or receivable from participants2011-12-31$19,053
Other income received2011-12-31$-32,281
Net income (gross income less expenses)2011-12-31$22,027
Net plan assets at end of year (total assets less liabilities)2011-12-31$577,927
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$555,900
Total contributions received or receivable from employer(s)2011-12-31$39,566
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,225
2010 : CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$111,761
Expenses. Total of all expenses incurred2010-12-31$39,058
Benefits paid (including direct rollovers)2010-12-31$38,908
Total plan assets at end of year2010-12-31$555,900
Total plan assets at beginning of year2010-12-31$483,197
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$20,137
Other income received2010-12-31$49,908
Net income (gross income less expenses)2010-12-31$72,703
Net plan assets at end of year (total assets less liabilities)2010-12-31$555,900
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$483,197
Total contributions received or receivable from employer(s)2010-12-31$41,716
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN

2017: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CHARLES E. TOWE, JR. D.D.S., P.C. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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