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Plan Name | ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ROBERT S. OLIVER, D.D.S., INC. |
Employer identification number (EIN): | 810968543 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about ROBERT S. OLIVER, D.D.S., INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 2015-12-29 |
Company Identification Number: | C3855289 |
Legal Registered Office Address: |
7677 Oakport Street, Suite 1140 Oakland United States of America (USA) 94621 |
More information about ROBERT S. OLIVER, D.D.S., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ROBERT S. OLIVER, D.D.S. | ROBERT S. OLIVER, D.D.S. | 2019-05-30 | |
001 | 2017-01-01 | ROBERT S. OLIVER, D.D.S. | ROBERT S. OLIVER, D.D.S. | 2018-05-10 | |
001 | 2016-01-01 | ROBERT S. OLIVER, D.D.S. | ROBERT S. OLIVER, D.D.S. | 2017-07-06 |
Measure | Date | Value |
---|---|---|
2022: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 11 |
Number of participants with account balances | 2022-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 11 |
Number of participants with account balances | 2020-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 10 |
Number of participants with account balances | 2019-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 10 |
Number of participants with account balances | 2018-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 9 |
Number of participants with account balances | 2017-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 8 |
Number of participants with account balances | 2016-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $81,329 |
Expenses. Total of all expenses incurred | 2022-12-31 | $161,254 |
Benefits paid (including direct rollovers) | 2022-12-31 | $160,929 |
Total plan assets at end of year | 2022-12-31 | $1,953,150 |
Total plan assets at beginning of year | 2022-12-31 | $2,033,075 |
Value of fidelity bond covering the plan | 2022-12-31 | $950,000 |
Total contributions received or receivable from participants | 2022-12-31 | $74,408 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $998,151 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-33,993 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-79,925 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,953,150 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,033,075 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $2,553 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $40,914 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $325 |
2021 : ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $293,794 |
Expenses. Total of all expenses incurred | 2021-12-31 | $3,821 |
Benefits paid (including direct rollovers) | 2021-12-31 | $3,546 |
Total plan assets at end of year | 2021-12-31 | $2,033,075 |
Total plan assets at beginning of year | 2021-12-31 | $1,743,102 |
Value of fidelity bond covering the plan | 2021-12-31 | $950,000 |
Total contributions received or receivable from participants | 2021-12-31 | $66,800 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $1,014,887 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $185,139 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $289,973 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,033,075 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,743,102 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $2,553 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $41,855 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $275 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $222,423 |
Expenses. Total of all expenses incurred | 2020-12-31 | $125 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $1,743,102 |
Total plan assets at beginning of year | 2020-12-31 | $1,520,804 |
Value of fidelity bond covering the plan | 2020-12-31 | $950,000 |
Total contributions received or receivable from participants | 2020-12-31 | $60,180 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $884,485 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $131,471 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $222,298 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,743,102 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,520,804 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $2,553 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $30,772 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $125 |
2019 : ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $256,858 |
Expenses. Total of all expenses incurred | 2019-12-31 | $100 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $1,520,804 |
Total plan assets at beginning of year | 2019-12-31 | $1,264,046 |
Value of fidelity bond covering the plan | 2019-12-31 | $950,000 |
Total contributions received or receivable from participants | 2019-12-31 | $56,030 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $712,931 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $170,587 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $256,758 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,520,804 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,264,046 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $2,553 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $30,241 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $100 |
2018 : ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $113,363 |
Expenses. Total of all expenses incurred | 2018-12-31 | $23,228 |
Benefits paid (including direct rollovers) | 2018-12-31 | $22,778 |
Total plan assets at end of year | 2018-12-31 | $1,264,046 |
Total plan assets at beginning of year | 2018-12-31 | $1,173,911 |
Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
Total contributions received or receivable from participants | 2018-12-31 | $60,475 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $548,439 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-17,631 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $90,135 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,264,046 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,173,911 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $2,553 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $70,519 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $450 |
2017 : ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
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 | $219,454 |
Expenses. Total of all expenses incurred | 2017-12-31 | $100 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,173,911 |
Total plan assets at beginning of year | 2017-12-31 | $954,557 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $44,792 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $390,441 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $139,159 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $219,354 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,173,911 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $954,557 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $2,553 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $35,503 |
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 | $100 |
2016 : ROBERT S. OLIVER, D. D. S., INC. 401(K) 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 | $141,551 |
Expenses. Total of all expenses incurred | 2016-12-31 | $463 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $954,557 |
Total plan assets at beginning of year | 2016-12-31 | $813,469 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Assets. Value of tangible personal property | 2016-12-31 | $81,840 |
Total contributions received or receivable from participants | 2016-12-31 | $55,770 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $110,941 |
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 | $52,208 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $141,088 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $954,557 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $813,469 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $8,949 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $33,573 |
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 | $463 |
2022: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 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 S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 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 S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 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 S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 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 S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 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 S. OLIVER, D. D. S., INC. 401(K) 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: ROBERT S. OLIVER, D. D. S., INC. 401(K) 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 |