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

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

RICHARD B. 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.
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

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

Company Name:RICHARD B. OLIVER, D.D.S., INC.
Employer identification number (EIN):952791985
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD B. 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
0012023-01-01
0012023-01-01KRISTIN OLIVER
0012022-01-01
0012022-01-01RICHARD B. OLIVER
0012021-01-01
0012021-01-01RICHARD B. OLIVER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD B. OLIVER
0012016-01-01RICHARD B. OLIVER
0012015-01-01RICHARD B. OLIVER
0012014-01-01RICHARD B. OLIVER
0012014-01-01RICHARD B. OLIVER
0012013-01-01RICHARD B. OLIVER
0012012-01-01RICHARD OLIVER RICHARD OLIVER2013-05-28
0012011-01-01RICHARD OLIVER RICHARD OLIVER2012-04-17
0012010-01-01KRISTIN OLIVER KRISTIN OLIVER2011-05-31
0012009-01-01KRISTIN OLIVER KRISTIN OLIVER2010-08-24

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

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

Measure Date Value
2025: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-0632
Total number of particpants at end of year2025-08-0629
Number of Participants With Account Balances2025-08-0625
2023: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0132
Total number of active participants reported on line 7a of the Form 55002023-01-0125
Number of other retired or separated participants entitled to future benefits2023-01-017
Total of all active and inactive participants2023-01-0132
Total participants2023-01-0132
Number of participants with account balances2023-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012
2022: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0134
Total number of active participants reported on line 7a of the Form 55002022-01-0125
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0132
Number of participants with account balances2022-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0134
Total number of active participants reported on line 7a of the Form 55002021-01-0125
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0134
Number of participants with account balances2021-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0137
Total number of active participants reported on line 7a of the Form 55002020-01-0127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0133
Number of participants with account balances2020-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0137
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0137
Number of participants with account balances2019-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0133
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0137
Number of participants with account balances2018-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0133
Total number of active participants reported on line 7a of the Form 55002017-01-0129
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0129
Number of participants with account balances2017-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0136
Total number of active participants reported on line 7a of the Form 55002016-01-0130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0133
Number of participants with account balances2016-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0136
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0136
Number of participants with account balances2015-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0136
Total number of active participants reported on line 7a of the Form 55002014-01-0130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0135
Total number of active participants reported on line 7a of the Form 55002013-01-0126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0134
Number of participants with account balances2013-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0136
Total number of active participants reported on line 7a of the Form 55002012-01-0131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0137
Number of participants with account balances2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0134
Total number of active participants reported on line 7a of the Form 55002011-01-0128
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0134
Number of participants with account balances2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0131
Total number of active participants reported on line 7a of the Form 55002010-01-0125
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0131
Number of participants with account balances2010-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0123
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0128
Number of participants with account balances2009-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

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

Measure Date Value
2025 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-08-060
Total expenses incurred by plan in this plan year2025-08-06125128
Net assets as of the end of the plan year2025-08-062619958
Total assets as of the beginning of the plan year2025-08-062216323
Value of plan covered by a fidelity bond2025-08-06300000
Participant contributions to plan in this plan year2025-08-06124548
Value of participant loans at end of plan year2025-08-0624900
Other income to plan in this plan year2025-08-06404215
Plan net income in this plan year2025-08-06403635
Net assets as of the end of the plan year2025-08-062619958
Net assets as of the beginning of the plan year2025-08-062216323
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-069176
2023 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$502,043
Expenses. Total of all expenses incurred2023-12-31$61,191
Benefits paid (including direct rollovers)2023-12-31$59,665
Total plan assets at end of year2023-12-31$2,216,323
Total plan assets at beginning of year2023-12-31$1,775,471
Value of fidelity bond covering the plan2023-12-31$200,000
Total contributions received or receivable from participants2023-12-31$79,573
Assets. Value of loans (other than to participants)2023-12-31$19,664
Other income received2023-12-31$422,470
Net income (gross income less expenses)2023-12-31$440,852
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,216,323
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,775,471
Assets. Value of assets in partnership/joint-venture interests2023-12-31$28,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,526
2022 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-269,345
Expenses. Total of all expenses incurred2022-12-31$59,201
Benefits paid (including direct rollovers)2022-12-31$57,053
Total plan assets at end of year2022-12-31$1,775,471
Total plan assets at beginning of year2022-12-31$2,104,017
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$73,355
Other income received2022-12-31$-350,060
Net income (gross income less expenses)2022-12-31$-328,546
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,775,471
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,104,017
Assets. Value of assets in partnership/joint-venture interests2022-12-31$28,000
Total contributions received or receivable from employer(s)2022-12-31$7,360
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,148
2021 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$357,610
Expenses. Total of all expenses incurred2021-12-31$375,967
Benefits paid (including direct rollovers)2021-12-31$375,948
Total plan assets at end of year2021-12-31$2,089,765
Total plan assets at beginning of year2021-12-31$2,108,122
Value of fidelity bond covering the plan2021-12-31$225,000
Total contributions received or receivable from participants2021-12-31$61,582
Other income received2021-12-31$289,870
Net income (gross income less expenses)2021-12-31$-18,357
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,089,765
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,108,122
Assets. Value of assets in partnership/joint-venture interests2021-12-31$28,000
Total contributions received or receivable from employer(s)2021-12-31$6,158
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$19
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$31,602
Expenses. Total of all expenses incurred2020-12-31$366,888
Benefits paid (including direct rollovers)2020-12-31$366,888
Total plan assets at end of year2020-12-31$2,108,122
Total plan assets at beginning of year2020-12-31$2,443,408
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$57,951
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-26,349
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-335,286
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,108,122
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,443,408
Assets. Value of assets in partnership/joint-venture interests2020-12-31$28,000
Total contributions received or receivable from employer(s)2020-12-31$0
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$376,880
Expenses. Total of all expenses incurred2019-12-31$22,375
Benefits paid (including direct rollovers)2019-12-31$22,375
Total plan assets at end of year2019-12-31$2,443,408
Total plan assets at beginning of year2019-12-31$2,088,903
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$53,202
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$318,358
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$354,505
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,443,408
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,088,903
Assets. Value of assets in partnership/joint-venture interests2019-12-31$28,000
Total contributions received or receivable from employer(s)2019-12-31$5,320
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$8,593
Expenses. Total of all expenses incurred2018-12-31$26,190
Benefits paid (including direct rollovers)2018-12-31$26,190
Total plan assets at end of year2018-12-31$2,088,903
Total plan assets at beginning of year2018-12-31$2,106,500
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$70,718
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-69,198
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-17,597
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,088,903
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,106,500
Assets. Value of assets in partnership/joint-venture interests2018-12-31$28,000
Total contributions received or receivable from employer(s)2018-12-31$7,073
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
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$319,183
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,106,500
Total plan assets at beginning of year2017-12-31$1,787,317
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$61,824
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$251,177
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$319,183
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,106,500
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,787,317
Assets. Value of assets in partnership/joint-venture interests2017-12-31$28,000
Total contributions received or receivable from employer(s)2017-12-31$6,182
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
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$152,299
Expenses. Total of all expenses incurred2016-12-31$63,479
Benefits paid (including direct rollovers)2016-12-31$63,479
Total plan assets at end of year2016-12-31$1,787,317
Total plan assets at beginning of year2016-12-31$1,698,497
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$63,776
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$82,145
Net income (gross income less expenses)2016-12-31$88,820
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,787,317
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,698,497
Assets. Value of participant loans2016-12-31$1,287
Assets. Value of assets in partnership/joint-venture interests2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$6,378
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$65,785
Expenses. Total of all expenses incurred2015-12-31$16,553
Benefits paid (including direct rollovers)2015-12-31$16,553
Total plan assets at end of year2015-12-31$1,698,497
Total plan assets at beginning of year2015-12-31$1,649,265
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$64,410
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-5,066
Net income (gross income less expenses)2015-12-31$49,232
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,698,497
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,649,265
Assets. Value of participant loans2015-12-31$3,854
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$6,441
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$129,619
Expenses. Total of all expenses incurred2014-12-31$50,701
Benefits paid (including direct rollovers)2014-12-31$50,701
Total plan assets at end of year2014-12-31$1,710,241
Total plan assets at beginning of year2014-12-31$1,631,323
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$64,178
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$59,023
Net income (gross income less expenses)2014-12-31$78,918
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,710,241
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,631,323
Assets. Value of participant loans2014-12-31$6,685
Assets. Value of assets in partnership/joint-venture interests2014-12-31$28,000
Total contributions received or receivable from employer(s)2014-12-31$6,418
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$308,359
Expenses. Total of all expenses incurred2013-12-31$2
Total plan assets at end of year2013-12-31$1,631,323
Total plan assets at beginning of year2013-12-31$1,322,966
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$73,186
Other income received2013-12-31$227,854
Net income (gross income less expenses)2013-12-31$308,357
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,631,323
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,322,966
Assets. Value of participant loans2013-12-31$13,100
Assets. Value of assets in partnership/joint-venture interests2013-12-31$28,000
Total contributions received or receivable from employer(s)2013-12-31$7,319
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2
2012 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$155,871
Expenses. Total of all expenses incurred2012-12-31$20,000
Benefits paid (including direct rollovers)2012-12-31$20,000
Total plan assets at end of year2012-12-31$1,322,966
Total plan assets at beginning of year2012-12-31$1,187,095
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$74,914
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$73,466
Net income (gross income less expenses)2012-12-31$135,871
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,322,966
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,187,095
Assets. Value of participant loans2012-12-31$17,892
Total contributions received or receivable from employer(s)2012-12-31$7,491
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$66,363
Expenses. Total of all expenses incurred2011-12-31$13,621
Benefits paid (including direct rollovers)2011-12-31$13,621
Total plan assets at end of year2011-12-31$1,187,095
Total plan assets at beginning of year2011-12-31$1,134,353
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$74,034
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-15,074
Net income (gross income less expenses)2011-12-31$52,742
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,187,095
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,134,353
Assets. Value of participant loans2011-12-31$12,736
Total contributions received or receivable from employer(s)2011-12-31$7,403
2010 : RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$163,527
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,134,353
Total plan assets at beginning of year2010-12-31$970,826
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$71,713
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$84,688
Net income (gross income less expenses)2010-12-31$163,527
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,134,353
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$970,826
Assets. Value of participant loans2010-12-31$18,354
Total contributions received or receivable from employer(s)2010-12-31$7,126

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

2023: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RICHARD B. 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: RICHARD B. 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: RICHARD B. 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: RICHARD B. 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: RICHARD B. 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: RICHARD B. 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: RICHARD B. 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
2015: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RICHARD B. OLIVER, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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