ROBERT S. OLIVER, D.D.S., INC. has sponsored the creation of one or more 401k plans.
Additional information about ROBERT S. OLIVER, D.D.S., INC.
Submission information for form 5500 for 401k plan ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $314,639 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $370,742 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $370,542 |
| Total plan assets at end of year | 2023-12-31 | $1,897,047 |
| Total plan assets at beginning of year | 2023-12-31 | $1,953,150 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,250,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $82,981 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $1,223,384 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $182,904 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-56,103 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,897,047 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,953,150 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $2,553 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $48,754 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $200 |
| 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 |
| 2023: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 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 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 |
