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JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 401k Plan overview

Plan NameJEFFREY M. MULFORD, DDS, P.C. 401(K) PSP
Plan identification number 001

JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 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
  • 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MULFORD FAMILY DENTISTRY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MULFORD FAMILY DENTISTRY, INC.
Employer identification number (EIN):203124913
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEFFREY MULFORD2023-10-09
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-07-01
0012018-07-01
0012017-07-01JEFFREY M. MULFORD JEFFREY M. MULFORD2019-01-09
0012016-07-01JEFFREY M. MULFORD JEFFREY M. MULFORD2018-04-02
0012015-07-01JEFFREY M. MULFORD JEFFREY M. MULFORD2017-01-26
0012014-07-01JEFFREY M. MULFORD JEFFREY M. MULFORD2015-11-17
0012013-07-01JEFFREY M. MULFORD JEFFREY M. MULFORD2014-11-18
0012012-07-01JEFFREY M. MULFORD JEFFREY M. MULFORD2013-11-20
0012011-07-01JEFFREY M. MULFORD JEFFREY M. MULFORD2012-09-19
0012009-07-01JEFFREY M. MULFORD JEFFREY M. MULFORD2011-05-11

Plan Statistics for JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP

401k plan membership statisitcs for JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP

Measure Date Value
2017: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2017 401k membership
Total participants, beginning-of-year2017-07-014
Total number of active participants reported on line 7a of the Form 55002017-07-014
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-014
Number of participants with account balances2017-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2016 401k membership
Total participants, beginning-of-year2016-07-014
Total number of active participants reported on line 7a of the Form 55002016-07-014
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-014
Number of participants with account balances2016-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2015 401k membership
Total participants, beginning-of-year2015-07-014
Total number of active participants reported on line 7a of the Form 55002015-07-014
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-014
Number of participants with account balances2015-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2014 401k membership
Total participants, beginning-of-year2014-07-014
Total number of active participants reported on line 7a of the Form 55002014-07-014
Total of all active and inactive participants2014-07-014
Total participants2014-07-014
Number of participants with account balances2014-07-014
2013: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2013 401k membership
Total participants, beginning-of-year2013-07-014
Total number of active participants reported on line 7a of the Form 55002013-07-014
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-014
Number of participants with account balances2013-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2012 401k membership
Total participants, beginning-of-year2012-07-014
Total number of active participants reported on line 7a of the Form 55002012-07-014
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-014
Number of participants with account balances2012-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2011 401k membership
Total participants, beginning-of-year2011-07-014
Total number of active participants reported on line 7a of the Form 55002011-07-014
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-014
Number of participants with account balances2011-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2009 401k membership
Total participants, beginning-of-year2009-07-014
Total number of active participants reported on line 7a of the Form 55002009-07-014
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-014
Number of participants with account balances2009-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP

Measure Date Value
2018 : JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2018 401k financial data
Total income from all sources2018-06-30$87,642
Expenses. Total of all expenses incurred2018-06-30$3,771
Total plan assets at end of year2018-06-30$442,339
Total plan assets at beginning of year2018-06-30$358,468
Value of fidelity bond covering the plan2018-06-30$50,000
Total contributions received or receivable from participants2018-06-30$22,263
Other income received2018-06-30$20,738
Net income (gross income less expenses)2018-06-30$83,871
Net plan assets at end of year (total assets less liabilities)2018-06-30$442,339
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$358,468
Total contributions received or receivable from employer(s)2018-06-30$44,641
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$3,771
2017 : JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2017 401k financial data
Total income from all sources2017-06-30$66,905
Expenses. Total of all expenses incurred2017-06-30$3,192
Benefits paid (including direct rollovers)2017-06-30$0
Total plan assets at end of year2017-06-30$358,468
Total plan assets at beginning of year2017-06-30$294,755
Value of fidelity bond covering the plan2017-06-30$40,000
Total contributions received or receivable from participants2017-06-30$24,111
Other income received2017-06-30$30,605
Net income (gross income less expenses)2017-06-30$63,713
Net plan assets at end of year (total assets less liabilities)2017-06-30$358,468
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$294,755
Total contributions received or receivable from employer(s)2017-06-30$12,189
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$3,192
2016 : JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2016 401k financial data
Total income from all sources2016-06-30$48,578
Expenses. Total of all expenses incurred2016-06-30$79,407
Benefits paid (including direct rollovers)2016-06-30$76,261
Total plan assets at end of year2016-06-30$294,755
Total plan assets at beginning of year2016-06-30$325,584
Value of fidelity bond covering the plan2016-06-30$40,000
Total contributions received or receivable from participants2016-06-30$20,304
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$22,324
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$-30,829
Net plan assets at end of year (total assets less liabilities)2016-06-30$294,755
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$325,584
Total contributions received or receivable from employer(s)2016-06-30$5,950
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$3,146
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2015 401k financial data
Total income from all sources2015-06-30$30,717
Expenses. Total of all expenses incurred2015-06-30$3,387
Total plan assets at end of year2015-06-30$325,584
Total plan assets at beginning of year2015-06-30$298,254
Value of fidelity bond covering the plan2015-06-30$40,000
Total contributions received or receivable from participants2015-06-30$22,188
Other income received2015-06-30$-366
Net income (gross income less expenses)2015-06-30$27,330
Net plan assets at end of year (total assets less liabilities)2015-06-30$325,584
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$298,254
Total contributions received or receivable from employer(s)2015-06-30$8,895
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$3,387
2014 : JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2014 401k financial data
Total income from all sources2014-06-30$62,924
Expenses. Total of all expenses incurred2014-06-30$2,604
Total plan assets at end of year2014-06-30$298,254
Total plan assets at beginning of year2014-06-30$237,934
Value of fidelity bond covering the plan2014-06-30$40,000
Total contributions received or receivable from participants2014-06-30$23,020
Other income received2014-06-30$30,453
Net income (gross income less expenses)2014-06-30$60,320
Net plan assets at end of year (total assets less liabilities)2014-06-30$298,254
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$237,934
Total contributions received or receivable from employer(s)2014-06-30$9,451
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$2,604
2013 : JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2013 401k financial data
Total income from all sources2013-06-30$42,504
Expenses. Total of all expenses incurred2013-06-30$2,102
Total plan assets at end of year2013-06-30$237,934
Total plan assets at beginning of year2013-06-30$197,532
Total contributions received or receivable from participants2013-06-30$20,420
Other income received2013-06-30$15,933
Net income (gross income less expenses)2013-06-30$40,402
Net plan assets at end of year (total assets less liabilities)2013-06-30$237,934
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$197,532
Total contributions received or receivable from employer(s)2013-06-30$6,151
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$2,102
2012 : JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2012 401k financial data
Total income from all sources2012-06-30$30,994
Expenses. Total of all expenses incurred2012-06-30$1,732
Total plan assets at end of year2012-06-30$197,532
Total plan assets at beginning of year2012-06-30$168,270
Total contributions received or receivable from participants2012-06-30$18,260
Other income received2012-06-30$6,539
Net income (gross income less expenses)2012-06-30$29,262
Net plan assets at end of year (total assets less liabilities)2012-06-30$197,532
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$168,270
Total contributions received or receivable from employer(s)2012-06-30$6,195
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$1,732
2011 : JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total income from all sources2011-06-30$45,551
Expenses. Total of all expenses incurred2011-06-30$1,405
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$168,270
Total plan assets at beginning of year2011-06-30$124,124
Total contributions received or receivable from participants2011-06-30$18,420
Expenses. Other expenses not covered elsewhere2011-06-30$1,405
Other income received2011-06-30$21,685
Net income (gross income less expenses)2011-06-30$44,146
Net plan assets at end of year (total assets less liabilities)2011-06-30$168,270
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$124,124
Total contributions received or receivable from employer(s)2011-06-30$5,446
Value of corrective distributions2011-06-30$0

Form 5500 Responses for JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP

2017: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: JEFFREY M. MULFORD, DDS, P.C. 401(K) PSP 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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