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ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT S. OLIVER, D. D. S., INC. 401(K) 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ROBERT S. OLIVER, D.D.S., INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROBERT S. OLIVER, D.D.S. ROBERT S. OLIVER, D.D.S.2019-05-30
0012017-01-01ROBERT S. OLIVER, D.D.S. ROBERT S. OLIVER, D.D.S.2018-05-10
0012016-01-01ROBERT S. OLIVER, D.D.S. ROBERT S. OLIVER, D.D.S.2017-07-06

Plan Statistics for ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0111
Number of participants with account balances2022-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0111
Number of participants with account balances2021-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0111
Number of participants with account balances2020-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0110
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0110
Number of participants with account balances2018-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-018
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 participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN

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 year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$81,329
Expenses. Total of all expenses incurred2022-12-31$161,254
Benefits paid (including direct rollovers)2022-12-31$160,929
Total plan assets at end of year2022-12-31$1,953,150
Total plan assets at beginning of year2022-12-31$2,033,075
Value of fidelity bond covering the plan2022-12-31$950,000
Total contributions received or receivable from participants2022-12-31$74,408
Assets. Value of loans (other than to participants)2022-12-31$998,151
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-33,993
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 interests2022-12-31$2,553
Total contributions received or receivable from employer(s)2022-12-31$40,914
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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 year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$293,794
Expenses. Total of all expenses incurred2021-12-31$3,821
Benefits paid (including direct rollovers)2021-12-31$3,546
Total plan assets at end of year2021-12-31$2,033,075
Total plan assets at beginning of year2021-12-31$1,743,102
Value of fidelity bond covering the plan2021-12-31$950,000
Total contributions received or receivable from participants2021-12-31$66,800
Assets. Value of loans (other than to participants)2021-12-31$1,014,887
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$185,139
Noncash contributions received2021-12-31$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 interests2021-12-31$2,553
Total contributions received or receivable from employer(s)2021-12-31$41,855
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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 securities2021-12-31$0
2020 : ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$222,423
Expenses. Total of all expenses incurred2020-12-31$125
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,743,102
Total plan assets at beginning of year2020-12-31$1,520,804
Value of fidelity bond covering the plan2020-12-31$950,000
Total contributions received or receivable from participants2020-12-31$60,180
Assets. Value of loans (other than to participants)2020-12-31$884,485
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$131,471
Noncash contributions received2020-12-31$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 interests2020-12-31$2,553
Total contributions received or receivable from employer(s)2020-12-31$30,772
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$256,858
Expenses. Total of all expenses incurred2019-12-31$100
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,520,804
Total plan assets at beginning of year2019-12-31$1,264,046
Value of fidelity bond covering the plan2019-12-31$950,000
Total contributions received or receivable from participants2019-12-31$56,030
Assets. Value of loans (other than to participants)2019-12-31$712,931
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$170,587
Noncash contributions received2019-12-31$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 interests2019-12-31$2,553
Total contributions received or receivable from employer(s)2019-12-31$30,241
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$113,363
Expenses. Total of all expenses incurred2018-12-31$23,228
Benefits paid (including direct rollovers)2018-12-31$22,778
Total plan assets at end of year2018-12-31$1,264,046
Total plan assets at beginning of year2018-12-31$1,173,911
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$60,475
Assets. Value of loans (other than to participants)2018-12-31$548,439
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-17,631
Noncash contributions received2018-12-31$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 interests2018-12-31$2,553
Total contributions received or receivable from employer(s)2018-12-31$70,519
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$219,454
Expenses. Total of all expenses incurred2017-12-31$100
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,173,911
Total plan assets at beginning of year2017-12-31$954,557
Value of fidelity bond covering the plan2017-12-31$200,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$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 received2017-12-31$139,159
Noncash contributions received2017-12-31$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 interests2017-12-31$2,553
Total contributions received or receivable from employer(s)2017-12-31$35,503
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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 plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$141,551
Expenses. Total of all expenses incurred2016-12-31$463
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$954,557
Total plan assets at beginning of year2016-12-31$813,469
Value of fidelity bond covering the plan2016-12-31$200,000
Assets. Value of tangible personal property2016-12-31$81,840
Total contributions received or receivable from participants2016-12-31$55,770
Assets. Value of loans (other than to participants)2016-12-31$110,941
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$52,208
Noncash contributions received2016-12-31$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 interests2016-12-31$8,949
Total contributions received or receivable from employer(s)2016-12-31$33,573
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$463

Form 5500 Responses for ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN

2022: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT S. OLIVER, D. D. S., INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT S. OLIVER, D. D. S., INC. 401(K) 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: ROBERT S. OLIVER, D. D. S., INC. 401(K) 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

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