401k Plan data: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN plan

JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN
Plan identification number	001

JEFFREY J. AHLERT, DDS 401(K) 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

JEFFREY J. AHLERT, DDS has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY J. AHLERT, DDS

Employer identification number (EIN): 731533841

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOHN ANSAY 2023-06-12
001 2021-01-01 JOHN ANSAY 2022-10-04
001 2020-01-01 JOHN ANSAY 2021-06-25
001 2019-01-01 JOHN ANSAY 2020-10-13
001 2018-01-01 JEFFREY J AHLERT DDS 2019-01-29
001 2017-01-01 JEFFREY J AHLERT DDS 2018-04-30
001 2016-01-01 JEFFREY J AHLERT DDS
001 2015-01-01 JEFFREY J AHLERT DDS
001 2014-01-01 JEFFREY J AHLERT DDS
001 2013-01-01 JEFFREY J AHLERT DDS
001 2012-01-01 JEFFREY J AHLERT DDS
001 2011-01-01 JEFFREY J AHLERT DDS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JOHN ANSAY	2023-06-12
001	2021-01-01	JOHN ANSAY	2022-10-04
001	2020-01-01	JOHN ANSAY	2021-06-25
001	2019-01-01	JOHN ANSAY	2020-10-13
001	2018-01-01	JEFFREY J AHLERT DDS	2019-01-29
001	2017-01-01	JEFFREY J AHLERT DDS	2018-04-30
001	2016-01-01	JEFFREY J AHLERT DDS
001	2015-01-01	JEFFREY J AHLERT DDS
001	2014-01-01	JEFFREY J AHLERT DDS
001	2013-01-01	JEFFREY J AHLERT DDS
001	2012-01-01	JEFFREY J AHLERT DDS
001	2011-01-01	JEFFREY J AHLERT DDS

Plan Statistics for JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2016: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$122,175
Expenses. Total of all expenses incurred	2016-12-31	$6,277
Benefits paid (including direct rollovers)	2016-12-31	$6,277
Total plan assets at end of year	2016-12-31	$969,918
Total plan assets at beginning of year	2016-12-31	$854,020
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$72,339
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$25,784
Net income (gross income less expenses)	2016-12-31	$115,898
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$969,918
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$854,020
Assets. Value of participant loans	2016-12-31	$9,028
Total contributions received or receivable from employer(s)	2016-12-31	$24,052
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$35,682
Expenses. Total of all expenses incurred	2015-12-31	$5,892
Benefits paid (including direct rollovers)	2015-12-31	$5,892
Total plan assets at end of year	2015-12-31	$854,020
Total plan assets at beginning of year	2015-12-31	$824,230
Total contributions received or receivable from participants	2015-12-31	$58,144
Other income received	2015-12-31	$-40,059
Net income (gross income less expenses)	2015-12-31	$29,790
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$854,020
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$824,230
Assets. Value of participant loans	2015-12-31	$55,483
Total contributions received or receivable from employer(s)	2015-12-31	$17,597
2014 : JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$80,427
Expenses. Total of all expenses incurred	2014-12-31	$36,971
Benefits paid (including direct rollovers)	2014-12-31	$36,971
Total plan assets at end of year	2014-12-31	$824,230
Total plan assets at beginning of year	2014-12-31	$780,774
Total contributions received or receivable from participants	2014-12-31	$57,219
Other income received	2014-12-31	$5,271
Net income (gross income less expenses)	2014-12-31	$43,456
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$824,230
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$780,774
Assets. Value of participant loans	2014-12-31	$92,106
Total contributions received or receivable from employer(s)	2014-12-31	$17,937
2013 : JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$213,857
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$780,774
Total plan assets at beginning of year	2013-12-31	$566,917
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$56,714
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$140,596
Net income (gross income less expenses)	2013-12-31	$213,857
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$780,774
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$566,917
Assets. Value of participant loans	2013-12-31	$118,296
Total contributions received or receivable from employer(s)	2013-12-31	$16,547
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$145,566
Expenses. Total of all expenses incurred	2012-12-31	$36,907
Benefits paid (including direct rollovers)	2012-12-31	$36,907
Total plan assets at end of year	2012-12-31	$566,917
Total plan assets at beginning of year	2012-12-31	$458,258
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$56,369
Other income received	2012-12-31	$71,926
Net income (gross income less expenses)	2012-12-31	$108,659
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$566,917
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$458,258
Assets. Value of participant loans	2012-12-31	$13,285
Total contributions received or receivable from employer(s)	2012-12-31	$17,271
2011 : JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$69,084
Expenses. Total of all expenses incurred	2011-12-31	$15,954
Benefits paid (including direct rollovers)	2011-12-31	$15,954
Total plan assets at end of year	2011-12-31	$458,258
Total plan assets at beginning of year	2011-12-31	$405,128
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$47,681
Contributions received from other sources (not participants or employers)	2011-12-31	$34,927
Other income received	2011-12-31	$-27,243
Net income (gross income less expenses)	2011-12-31	$53,130
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$458,258
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$405,128
Assets. Value of participant loans	2011-12-31	$7,705
Total contributions received or receivable from employer(s)	2011-12-31	$13,719
2010 : JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$108,407
Expenses. Total of all expenses incurred	2010-12-31	$2,079
Benefits paid (including direct rollovers)	2010-12-31	$1,334
Total plan assets at end of year	2010-12-31	$405,128
Total plan assets at beginning of year	2010-12-31	$298,800
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$54,372
Contributions received from other sources (not participants or employers)	2010-12-31	$467
Other income received	2010-12-31	$39,701
Net income (gross income less expenses)	2010-12-31	$106,328
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$405,128
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$298,800
Assets. Value of participant loans	2010-12-31	$11,853
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	2010-12-31	$44,492
Total contributions received or receivable from employer(s)	2010-12-31	$13,867
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$745

Form 5500 Responses for JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN

2016: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 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: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 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: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 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: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 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: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 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: JEFFREY J. AHLERT, DDS 401(K) PROFIT SHARING PLAN 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

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Company Name:	JEFFREY J. AHLERT, DDS
Employer identification number (EIN):	731533841
NAIC Classification:	621210
NAIC Description:	Offices of Dentists