CARBON ORAL SURGERY ASSOCIATES PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN
401k plan membership statisitcs for JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN
Measure | Date | Value |
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2022: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-04-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 3 |
Total of all active and inactive participants | 2022-04-01 | 13 |
Total participants | 2022-04-01 | 13 |
Number of participants with account balances | 2022-04-01 | 0 |
2021: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-04-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 9 |
Total of all active and inactive participants | 2021-04-01 | 9 |
Total participants | 2021-04-01 | 9 |
Number of participants with account balances | 2021-04-01 | 0 |
2020: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-04-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 3 |
Total of all active and inactive participants | 2020-04-01 | 13 |
Total participants | 2020-04-01 | 13 |
Number of participants with account balances | 2020-04-01 | 13 |
2019: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-04-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 4 |
Total of all active and inactive participants | 2019-04-01 | 15 |
Total participants | 2019-04-01 | 15 |
Number of participants with account balances | 2019-04-01 | 15 |
2018: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-04-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 5 |
Total of all active and inactive participants | 2018-04-01 | 14 |
Total participants | 2018-04-01 | 14 |
Number of participants with account balances | 2018-04-01 | 14 |
2017: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-04-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 2 |
Total of all active and inactive participants | 2017-04-01 | 14 |
Total participants | 2017-04-01 | 14 |
2016: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-04-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 2 |
Total of all active and inactive participants | 2016-04-01 | 2 |
Total participants | 2016-04-01 | 2 |
Number of participants with account balances | 2016-04-01 | 16 |
2015: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-04-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 3 |
Total of all active and inactive participants | 2015-04-01 | 17 |
Total participants | 2015-04-01 | 17 |
Number of participants with account balances | 2015-04-01 | 17 |
2014: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 2 |
Total of all active and inactive participants | 2014-04-01 | 16 |
Total participants | 2014-04-01 | 16 |
Number of participants with account balances | 2014-04-01 | 16 |
2013: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 3 |
Total of all active and inactive participants | 2013-04-01 | 17 |
Total participants | 2013-04-01 | 17 |
Number of participants with account balances | 2013-04-01 | 17 |
2012: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 3 |
Total of all active and inactive participants | 2012-04-01 | 17 |
Total participants | 2012-04-01 | 17 |
2011: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 1 |
Total of all active and inactive participants | 2011-04-01 | 17 |
Total participants | 2011-04-01 | 17 |
2010: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-04-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 15 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 4 |
Total of all active and inactive participants | 2010-04-01 | 19 |
Total participants | 2010-04-01 | 19 |
Number of participants with account balances | 2010-04-01 | 19 |
2009: JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 16 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 2 |
Total of all active and inactive participants | 2009-04-01 | 18 |
Total participants | 2009-04-01 | 18 |
Measure | Date | Value |
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2023 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2023 401k financial data |
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Total plan liabilities at end of year | 2023-03-31 | $51,843 |
Total plan liabilities at beginning of year | 2023-03-31 | $42,930 |
Total income from all sources | 2023-03-31 | $-71,550 |
Expenses. Total of all expenses incurred | 2023-03-31 | $67,740 |
Benefits paid (including direct rollovers) | 2023-03-31 | $38,950 |
Total plan assets at end of year | 2023-03-31 | $2,216,294 |
Total plan assets at beginning of year | 2023-03-31 | $2,346,671 |
Expenses. Other expenses not covered elsewhere | 2023-03-31 | $28,790 |
Other income received | 2023-03-31 | $-139,636 |
Net income (gross income less expenses) | 2023-03-31 | $-139,290 |
Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $2,164,451 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $2,303,741 |
Total contributions received or receivable from employer(s) | 2023-03-31 | $68,086 |
2022 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-03-31 | $42,930 |
Total plan liabilities at beginning of year | 2022-03-31 | $45,611 |
Total income from all sources | 2022-03-31 | $306,420 |
Expenses. Total of all expenses incurred | 2022-03-31 | $169,084 |
Benefits paid (including direct rollovers) | 2022-03-31 | $130,459 |
Total plan assets at end of year | 2022-03-31 | $2,346,671 |
Total plan assets at beginning of year | 2022-03-31 | $2,212,016 |
Expenses. Other expenses not covered elsewhere | 2022-03-31 | $38,625 |
Other income received | 2022-03-31 | $230,738 |
Net income (gross income less expenses) | 2022-03-31 | $137,336 |
Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $2,303,741 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $2,166,405 |
Total contributions received or receivable from employer(s) | 2022-03-31 | $75,682 |
Funding deficiency by the employer to the plan for this plan year | 2022-03-31 | $0 |
Minimum employer required contribution for this plan year | 2022-03-31 | $75,682 |
Amount contributed by the employer to the plan for this plan year | 2022-03-31 | $75,682 |
2021 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-03-31 | $45,611 |
Total plan liabilities at beginning of year | 2021-03-31 | $11,769 |
Total income from all sources | 2021-03-31 | $786,515 |
Expenses. Total of all expenses incurred | 2021-03-31 | $86,241 |
Benefits paid (including direct rollovers) | 2021-03-31 | $55,103 |
Total plan assets at end of year | 2021-03-31 | $2,212,016 |
Total plan assets at beginning of year | 2021-03-31 | $1,477,900 |
Expenses. Other expenses not covered elsewhere | 2021-03-31 | $31,138 |
Other income received | 2021-03-31 | $715,647 |
Net income (gross income less expenses) | 2021-03-31 | $700,274 |
Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $2,166,405 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $1,466,131 |
Total contributions received or receivable from employer(s) | 2021-03-31 | $70,868 |
Funding deficiency by the employer to the plan for this plan year | 2021-03-31 | $0 |
Minimum employer required contribution for this plan year | 2021-03-31 | $70,868 |
Amount contributed by the employer to the plan for this plan year | 2021-03-31 | $70,868 |
2020 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-03-31 | $11,769 |
Total plan liabilities at beginning of year | 2020-03-31 | $17,712 |
Total income from all sources | 2020-03-31 | $-64,097 |
Expenses. Total of all expenses incurred | 2020-03-31 | $114,060 |
Benefits paid (including direct rollovers) | 2020-03-31 | $84,935 |
Total plan assets at end of year | 2020-03-31 | $1,477,900 |
Total plan assets at beginning of year | 2020-03-31 | $1,662,000 |
Expenses. Other expenses not covered elsewhere | 2020-03-31 | $29,125 |
Other income received | 2020-03-31 | $-136,190 |
Net income (gross income less expenses) | 2020-03-31 | $-178,157 |
Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $1,466,131 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $1,644,288 |
Total contributions received or receivable from employer(s) | 2020-03-31 | $72,093 |
Funding deficiency by the employer to the plan for this plan year | 2020-03-31 | $0 |
Minimum employer required contribution for this plan year | 2020-03-31 | $72,093 |
Amount contributed by the employer to the plan for this plan year | 2020-03-31 | $72,093 |
2019 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2019 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2019-03-31 | $0 |
Minimum employer required contribution for this plan year | 2019-03-31 | $69,918 |
Amount contributed by the employer to the plan for this plan year | 2019-03-31 | $69,918 |
2018 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-03-31 | $6,631 |
Total plan liabilities at beginning of year | 2018-03-31 | $13,315 |
Total income from all sources | 2018-03-31 | $215,614 |
Expenses. Total of all expenses incurred | 2018-03-31 | $35,624 |
Benefits paid (including direct rollovers) | 2018-03-31 | $11,807 |
Total plan assets at end of year | 2018-03-31 | $1,548,324 |
Total plan assets at beginning of year | 2018-03-31 | $1,375,018 |
Value of fidelity bond covering the plan | 2018-03-31 | $160,000 |
Expenses. Other expenses not covered elsewhere | 2018-03-31 | $23,817 |
Other income received | 2018-03-31 | $133,930 |
Net income (gross income less expenses) | 2018-03-31 | $179,990 |
Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $1,541,693 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $1,361,703 |
Total contributions received or receivable from employer(s) | 2018-03-31 | $81,684 |
Funding deficiency by the employer to the plan for this plan year | 2018-03-31 | $0 |
Minimum employer required contribution for this plan year | 2018-03-31 | $81,684 |
Amount contributed by the employer to the plan for this plan year | 2018-03-31 | $81,684 |
2017 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-03-31 | $13,315 |
Total plan liabilities at beginning of year | 2017-03-31 | $6,676 |
Total income from all sources | 2017-03-31 | $238,694 |
Expenses. Total of all expenses incurred | 2017-03-31 | $103,236 |
Benefits paid (including direct rollovers) | 2017-03-31 | $82,413 |
Total plan assets at end of year | 2017-03-31 | $1,375,018 |
Total plan assets at beginning of year | 2017-03-31 | $1,232,921 |
Expenses. Other expenses not covered elsewhere | 2017-03-31 | $20,823 |
Other income received | 2017-03-31 | $157,332 |
Net income (gross income less expenses) | 2017-03-31 | $135,458 |
Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $1,361,703 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $1,226,245 |
Total contributions received or receivable from employer(s) | 2017-03-31 | $81,362 |
2016 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-03-31 | $6,676 |
Total income from all sources | 2016-03-31 | $68,924 |
Expenses. Total of all expenses incurred | 2016-03-31 | $976,447 |
Benefits paid (including direct rollovers) | 2016-03-31 | $954,588 |
Total plan assets at end of year | 2016-03-31 | $1,232,921 |
Total plan assets at beginning of year | 2016-03-31 | $2,133,768 |
Expenses. Other expenses not covered elsewhere | 2016-03-31 | $21,859 |
Other income received | 2016-03-31 | $-14,900 |
Net income (gross income less expenses) | 2016-03-31 | $-907,523 |
Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $1,226,245 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $2,133,768 |
Total contributions received or receivable from employer(s) | 2016-03-31 | $83,824 |
Funding deficiency by the employer to the plan for this plan year | 2016-03-31 | $0 |
Minimum employer required contribution for this plan year | 2016-03-31 | $83,824 |
Amount contributed by the employer to the plan for this plan year | 2016-03-31 | $83,824 |
2015 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2015 401k financial data |
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Total income from all sources | 2015-03-31 | $231,481 |
Expenses. Total of all expenses incurred | 2015-03-31 | $41,713 |
Benefits paid (including direct rollovers) | 2015-03-31 | $11,305 |
Total plan assets at end of year | 2015-03-31 | $2,133,768 |
Total plan assets at beginning of year | 2015-03-31 | $1,944,000 |
Expenses. Other expenses not covered elsewhere | 2015-03-31 | $30,408 |
Other income received | 2015-03-31 | $149,557 |
Net income (gross income less expenses) | 2015-03-31 | $189,768 |
Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $2,133,768 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $1,944,000 |
Total contributions received or receivable from employer(s) | 2015-03-31 | $81,924 |
Funding deficiency by the employer to the plan for this plan year | 2015-03-31 | $0 |
Minimum employer required contribution for this plan year | 2015-03-31 | $81,924 |
Amount contributed by the employer to the plan for this plan year | 2015-03-31 | $81,924 |
2014 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2014 401k financial data |
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Total income from all sources | 2014-03-31 | $319,967 |
Expenses. Total of all expenses incurred | 2014-03-31 | $34,053 |
Benefits paid (including direct rollovers) | 2014-03-31 | $8,594 |
Total plan assets at end of year | 2014-03-31 | $1,944,000 |
Total plan assets at beginning of year | 2014-03-31 | $1,658,086 |
Expenses. Other expenses not covered elsewhere | 2014-03-31 | $1,500 |
Other income received | 2014-03-31 | $234,221 |
Net income (gross income less expenses) | 2014-03-31 | $285,914 |
Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $1,944,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $1,658,086 |
Total contributions received or receivable from employer(s) | 2014-03-31 | $85,746 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-03-31 | $23,959 |
Funding deficiency by the employer to the plan for this plan year | 2014-03-31 | $0 |
Minimum employer required contribution for this plan year | 2014-03-31 | $85,746 |
Amount contributed by the employer to the plan for this plan year | 2014-03-31 | $85,746 |
2013 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-03-31 | $246,859 |
Expenses. Total of all expenses incurred | 2013-03-31 | $23,293 |
Benefits paid (including direct rollovers) | 2013-03-31 | $1,687 |
Total plan assets at end of year | 2013-03-31 | $1,658,086 |
Total plan assets at beginning of year | 2013-03-31 | $1,434,520 |
Value of fidelity bond covering the plan | 2013-03-31 | $215,000 |
Expenses. Other expenses not covered elsewhere | 2013-03-31 | $21,606 |
Other income received | 2013-03-31 | $161,324 |
Net income (gross income less expenses) | 2013-03-31 | $223,566 |
Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $1,658,086 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $1,434,520 |
Total contributions received or receivable from employer(s) | 2013-03-31 | $85,535 |
Funding deficiency by the employer to the plan for this plan year | 2013-03-31 | $0 |
Minimum employer required contribution for this plan year | 2013-03-31 | $85,535 |
Amount contributed by the employer to the plan for this plan year | 2013-03-31 | $85,535 |
2012 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2012 401k financial data |
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Total income from all sources | 2012-03-31 | $122,101 |
Expenses. Total of all expenses incurred | 2012-03-31 | $121,449 |
Benefits paid (including direct rollovers) | 2012-03-31 | $101,453 |
Total plan assets at end of year | 2012-03-31 | $1,434,520 |
Total plan assets at beginning of year | 2012-03-31 | $1,433,868 |
Expenses. Other expenses not covered elsewhere | 2012-03-31 | $19,996 |
Other income received | 2012-03-31 | $30,997 |
Net income (gross income less expenses) | 2012-03-31 | $652 |
Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $1,434,520 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $1,433,868 |
Total contributions received or receivable from employer(s) | 2012-03-31 | $91,104 |
Funding deficiency by the employer to the plan for this plan year | 2012-03-31 | $0 |
Minimum employer required contribution for this plan year | 2012-03-31 | $91,104 |
Amount contributed by the employer to the plan for this plan year | 2012-03-31 | $91,104 |
2011 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2011 401k financial data |
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Total income from all sources | 2011-03-31 | $222,170 |
Expenses. Total of all expenses incurred | 2011-03-31 | $14,924 |
Total plan assets at end of year | 2011-03-31 | $1,433,868 |
Total plan assets at beginning of year | 2011-03-31 | $1,226,622 |
Value of fidelity bond covering the plan | 2011-03-31 | $150,000 |
Other income received | 2011-03-31 | $132,832 |
Net income (gross income less expenses) | 2011-03-31 | $207,246 |
Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $1,433,868 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $1,226,622 |
Total contributions received or receivable from employer(s) | 2011-03-31 | $89,338 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-03-31 | $14,924 |
Funding deficiency by the employer to the plan for this plan year | 2011-03-31 | $0 |
Minimum employer required contribution for this plan year | 2011-03-31 | $89,338 |
Amount contributed by the employer to the plan for this plan year | 2011-03-31 | $89,338 |
2010 : JOHN P MCLAUGHLIN DDS & FRANK L HOFFMAN DMD MONEY PURCHASE PENSION PLAN 2010 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2010-03-31 | $0 |
Minimum employer required contribution for this plan year | 2010-03-31 | $94,155 |
Amount contributed by the employer to the plan for this plan year | 2010-03-31 | $94,155 |