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PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 401k Plan overview

Plan NamePROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD.
Plan identification number 003

PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 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

BRENT D. PULLEY, D.M.D., LTD. has sponsored the creation of one or more 401k plans.

Company Name:BRENT D. PULLEY, D.M.D., LTD.
Employer identification number (EIN):860394485
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-10-01SHAWN T. PARKER, CPC, QPA, ERPA2024-04-19
0032021-10-01SHAWN T. PARKER, CPC, QPA, ERPA2023-02-28
0032020-10-01SHAWN T. PARKER, CPC, QPA, ERPA2022-06-08
0032019-10-01SHAWN T. PARKER, CPC, QPA, ERPA2021-07-08
0032018-10-01ALAN GOLD, CPA2020-07-08
0032017-10-01ALAN GOLD, CPA2019-06-19
0032016-10-01
0032015-10-01
0032014-10-01
0032013-10-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0032012-10-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0032011-10-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0032009-10-01ALAN GOLD, CPA
0032009-10-01RUSSELL J. SNOW, EA, CPC, MSPA
0032008-10-01

Financial Data on PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD.

Measure Date Value
2023 : PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2023 401k financial data
Total income from all sources2023-09-30$51,020
Expenses. Total of all expenses incurred2023-09-30$790,184
Benefits paid (including direct rollovers)2023-09-30$790,184
Total plan assets at end of year2023-09-30$0
Total plan assets at beginning of year2023-09-30$739,164
Value of fidelity bond covering the plan2023-09-30$90,000
Other income received2023-09-30$51,020
Net income (gross income less expenses)2023-09-30$-739,164
Net plan assets at end of year (total assets less liabilities)2023-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$739,164
Assets. Value of assets in partnership/joint-venture interests2023-09-30$0
2022 : PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2022 401k financial data
Total income from all sources2022-09-30$-165,544
Expenses. Total of all expenses incurred2022-09-30$15,856
Benefits paid (including direct rollovers)2022-09-30$12,611
Total plan assets at end of year2022-09-30$739,164
Total plan assets at beginning of year2022-09-30$920,564
Value of fidelity bond covering the plan2022-09-30$92,100
Other income received2022-09-30$-165,544
Net income (gross income less expenses)2022-09-30$-181,400
Net plan assets at end of year (total assets less liabilities)2022-09-30$739,164
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$920,564
Assets. Value of assets in partnership/joint-venture interests2022-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$3,245
2021 : PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2021 401k financial data
Total plan liabilities at end of year2021-09-30$0
Total plan liabilities at beginning of year2021-09-30$1,864
Total income from all sources2021-09-30$115,914
Expenses. Total of all expenses incurred2021-09-30$0
Total plan assets at end of year2021-09-30$920,564
Total plan assets at beginning of year2021-09-30$806,514
Value of fidelity bond covering the plan2021-09-30$90,000
Other income received2021-09-30$115,914
Net income (gross income less expenses)2021-09-30$115,914
Net plan assets at end of year (total assets less liabilities)2021-09-30$920,564
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$804,650
Assets. Value of assets in partnership/joint-venture interests2021-09-30$25,173
2020 : PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2020 401k financial data
Total plan liabilities at end of year2020-09-30$1,864
Total plan liabilities at beginning of year2020-09-30$2,268
Total income from all sources2020-09-30$81,616
Expenses. Total of all expenses incurred2020-09-30$27,317
Benefits paid (including direct rollovers)2020-09-30$25,453
Total plan assets at end of year2020-09-30$806,514
Total plan assets at beginning of year2020-09-30$752,619
Value of fidelity bond covering the plan2020-09-30$90,000
Other income received2020-09-30$8,822
Net income (gross income less expenses)2020-09-30$54,299
Net plan assets at end of year (total assets less liabilities)2020-09-30$804,650
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$750,351
Assets. Value of assets in partnership/joint-venture interests2020-09-30$41,240
Total contributions received or receivable from employer(s)2020-09-30$72,794
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$1,864
2019 : PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2019 401k financial data
Total plan liabilities at end of year2019-09-30$2,268
Total plan liabilities at beginning of year2019-09-30$1,952
Total income from all sources2019-09-30$86,867
Expenses. Total of all expenses incurred2019-09-30$24,587
Benefits paid (including direct rollovers)2019-09-30$22,318
Total plan assets at end of year2019-09-30$752,619
Total plan assets at beginning of year2019-09-30$690,023
Value of fidelity bond covering the plan2019-09-30$90,000
Total contributions received or receivable from participants2019-09-30$25,000
Other income received2019-09-30$16,101
Net income (gross income less expenses)2019-09-30$62,280
Net plan assets at end of year (total assets less liabilities)2019-09-30$750,351
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$688,071
Assets. Value of assets in partnership/joint-venture interests2019-09-30$37,284
Total contributions received or receivable from employer(s)2019-09-30$45,766
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$2,269
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2017 : PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2017 401k financial data
Total plan liabilities at end of year2017-09-30$205
Total plan liabilities at beginning of year2017-09-30$33,017
Total income from all sources2017-09-30$98,399
Expenses. Total of all expenses incurred2017-09-30$21,857
Benefits paid (including direct rollovers)2017-09-30$21,652
Total plan assets at end of year2017-09-30$621,315
Total plan assets at beginning of year2017-09-30$577,585
Value of fidelity bond covering the plan2017-09-30$100,000
Total contributions received or receivable from participants2017-09-30$24,000
Other income received2017-09-30$32,854
Net income (gross income less expenses)2017-09-30$76,542
Net plan assets at end of year (total assets less liabilities)2017-09-30$621,110
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$544,568
Assets. Value of participant loans2017-09-30$0
Assets. Value of assets in partnership/joint-venture interests2017-09-30$66,797
Total contributions received or receivable from employer(s)2017-09-30$41,545
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$205
2016 : PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2016 401k financial data
Total plan liabilities at end of year2016-09-30$33,017
Total plan liabilities at beginning of year2016-09-30$888
Total income from all sources2016-09-30$72,541
Expenses. Total of all expenses incurred2016-09-30$33,367
Benefits paid (including direct rollovers)2016-09-30$32,288
Total plan assets at end of year2016-09-30$577,585
Total plan assets at beginning of year2016-09-30$506,282
Value of fidelity bond covering the plan2016-09-30$100,000
Total contributions received or receivable from participants2016-09-30$24,556
Other income received2016-09-30$7,390
Net income (gross income less expenses)2016-09-30$39,174
Net plan assets at end of year (total assets less liabilities)2016-09-30$544,568
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$505,394
Assets. Value of participant loans2016-09-30$5,160
Assets. Value of assets in partnership/joint-venture interests2016-09-30$78,984
Total contributions received or receivable from employer(s)2016-09-30$40,595
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$1,079
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2015 401k financial data
Total plan liabilities at end of year2015-09-30$888
Total plan liabilities at beginning of year2015-09-30$10,890
Total income from all sources2015-09-30$137,200
Expenses. Total of all expenses incurred2015-09-30$507,372
Benefits paid (including direct rollovers)2015-09-30$500,500
Total plan assets at end of year2015-09-30$506,282
Total plan assets at beginning of year2015-09-30$886,456
Value of fidelity bond covering the plan2015-09-30$100,000
Total contributions received or receivable from participants2015-09-30$23,692
Other income received2015-09-30$72,282
Net income (gross income less expenses)2015-09-30$-370,172
Net plan assets at end of year (total assets less liabilities)2015-09-30$505,394
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$875,566
Assets. Value of participant loans2015-09-30$9,337
Assets. Value of assets in partnership/joint-venture interests2015-09-30$85,931
Total contributions received or receivable from employer(s)2015-09-30$41,226
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$6,872
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2014 401k financial data
Total plan liabilities at end of year2014-09-30$10,890
Total plan liabilities at beginning of year2014-09-30$3,798
Total income from all sources2014-09-30$7,448
Expenses. Total of all expenses incurred2014-09-30$5,549
Total plan assets at end of year2014-09-30$886,456
Total plan assets at beginning of year2014-09-30$877,465
Value of fidelity bond covering the plan2014-09-30$80,000
Total contributions received or receivable from participants2014-09-30$23,731
Other income received2014-09-30$-55,942
Net income (gross income less expenses)2014-09-30$1,899
Net plan assets at end of year (total assets less liabilities)2014-09-30$875,566
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$873,667
Assets. Value of participant loans2014-09-30$14,204
Assets. Value of assets in partnership/joint-venture interests2014-09-30$69,713
Total contributions received or receivable from employer(s)2014-09-30$39,659
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$5,549
2013 : PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2013 401k financial data
Total plan liabilities at end of year2013-09-30$3,798
Total plan liabilities at beginning of year2013-09-30$4,772
Total income from all sources2013-09-30$95,780
Expenses. Total of all expenses incurred2013-09-30$24,849
Benefits paid (including direct rollovers)2013-09-30$20,900
Total plan assets at end of year2013-09-30$877,465
Total plan assets at beginning of year2013-09-30$807,508
Value of fidelity bond covering the plan2013-09-30$81,000
Total contributions received or receivable from participants2013-09-30$23,652
Other income received2013-09-30$29,322
Net income (gross income less expenses)2013-09-30$70,931
Net plan assets at end of year (total assets less liabilities)2013-09-30$873,667
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$802,736
Assets. Value of participant loans2013-09-30$2,187
Assets. Value of assets in partnership/joint-venture interests2013-09-30$73,501
Total contributions received or receivable from employer(s)2013-09-30$42,806
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$3,949
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2012 401k financial data
Total plan liabilities at end of year2012-09-30$4,772
Total plan liabilities at beginning of year2012-09-30$4,000
Total income from all sources2012-09-30$-59,638
Expenses. Total of all expenses incurred2012-09-30$4,772
Total plan assets at end of year2012-09-30$807,508
Total plan assets at beginning of year2012-09-30$871,146
Value of fidelity bond covering the plan2012-09-30$81,000
Total contributions received or receivable from participants2012-09-30$23,186
Other income received2012-09-30$-124,135
Net income (gross income less expenses)2012-09-30$-64,410
Net plan assets at end of year (total assets less liabilities)2012-09-30$802,736
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$867,146
Assets. Value of participant loans2012-09-30$5,571
Assets. Value of assets in partnership/joint-venture interests2012-09-30$76,056
Total contributions received or receivable from employer(s)2012-09-30$41,311
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$4,772
2011 : PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2011 401k financial data
Total plan liabilities at end of year2011-09-30$4,000
Total plan liabilities at beginning of year2011-09-30$49,114
Total income from all sources2011-09-30$1,885
Expenses. Total of all expenses incurred2011-09-30$4,000
Total plan assets at end of year2011-09-30$871,146
Total plan assets at beginning of year2011-09-30$918,375
Total contributions received or receivable from participants2011-09-30$23,451
Other income received2011-09-30$-62,801
Net income (gross income less expenses)2011-09-30$-2,115
Net plan assets at end of year (total assets less liabilities)2011-09-30$867,146
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$869,261
Assets. Value of participant loans2011-09-30$8,817
Assets. Value of real-estate (other than employer real property)2011-09-30$0
Total contributions received or receivable from employer(s)2011-09-30$41,235
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$4,000

Form 5500 Responses for PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD.

2022: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingYes
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: PROFIT SHARING PLAN OF BRENT D. PULLEY, D.M.D., LTD. 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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