LEHNES ORTHODONTICS PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN
401k plan membership statisitcs for BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-01 | 12 |
| Total number of particpants at end of year | 2025-04-01 | 13 |
| Number of Participants With Account Balances | 2025-04-01 | 13 |
| 2024: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-04-11 | 14 |
| Total number of particpants at end of year | 2024-04-11 | 12 |
| Number of Participants With Account Balances | 2024-04-11 | 12 |
| 2022: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-01-26 | 12 |
| Total number of particpants at end of year | 2022-01-26 | 12 |
| Number of Participants With Account Balances | 2022-01-26 | 12 |
| 2020: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 12 |
| Number of participants with account balances | 2020-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 13 |
| Number of participants with account balances | 2019-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 14 |
| Number of participants with account balances | 2018-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 13 |
| Number of participants with account balances | 2017-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 14 |
| Number of participants with account balances | 2016-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 13 |
| Number of participants with account balances | 2015-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 14 |
| Number of participants with account balances | 2014-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 13 |
| Number of participants with account balances | 2013-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 12 |
| Number of participants with account balances | 2012-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 13 |
| Number of participants with account balances | 2011-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 13 |
| Number of participants with account balances | 2010-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 14 |
| Number of participants with account balances | 2009-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-01 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-01 | 808 |
| Total liabilities as of the beginning of the plan year | 2025-04-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-01 | 18884 |
| Net assets as of the end of the plan year | 2025-04-01 | 1657424 |
| Total assets as of the beginning of the plan year | 2025-04-01 | 1309075 |
| Value of plan covered by a fidelity bond | 2025-04-01 | 385000 |
| Participant contributions to plan in this plan year | 2025-04-01 | 0 |
| Other expenses paid from plan in this plan year | 2025-04-01 | 0 |
| Other contributions to plan in this plan year | 2025-04-01 | 0 |
| Other income to plan in this plan year | 2025-04-01 | 253689 |
| Plan net income in this plan year | 2025-04-01 | 347541 |
| Net assets as of the end of the plan year | 2025-04-01 | 1656616 |
| Net assets as of the beginning of the plan year | 2025-04-01 | 1309075 |
| Employer contributions to plan in this plan year | 2025-04-01 | 112736 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-01 | 14842 |
| 2024 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-11 | 97759 |
| Net assets as of the end of the plan year | 2024-04-11 | 1309075 |
| Total assets as of the beginning of the plan year | 2024-04-11 | 1058847 |
| Value of plan covered by a fidelity bond | 2024-04-11 | 385000 |
| Participant contributions to plan in this plan year | 2024-04-11 | 0 |
| Other expenses paid from plan in this plan year | 2024-04-11 | 0 |
| Other contributions to plan in this plan year | 2024-04-11 | 0 |
| Other income to plan in this plan year | 2024-04-11 | 255840 |
| Plan net income in this plan year | 2024-04-11 | 250228 |
| Net assets as of the end of the plan year | 2024-04-11 | 1309075 |
| Net assets as of the beginning of the plan year | 2024-04-11 | 1058847 |
| Employer contributions to plan in this plan year | 2024-04-11 | 92147 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-11 | 11793 |
| 2022 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-01-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-01-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-01-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-01-26 | 10499 |
| Net assets as of the end of the plan year | 2022-01-26 | 1177954 |
| Total assets as of the beginning of the plan year | 2022-01-26 | 916069 |
| Value of plan covered by a fidelity bond | 2022-01-26 | 300000 |
| Participant contributions to plan in this plan year | 2022-01-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-01-26 | 0 |
| Other contributions to plan in this plan year | 2022-01-26 | 0 |
| Other income to plan in this plan year | 2022-01-26 | 186337 |
| Plan net income in this plan year | 2022-01-26 | 261885 |
| Net assets as of the end of the plan year | 2022-01-26 | 1177954 |
| Net assets as of the beginning of the plan year | 2022-01-26 | 916069 |
| Employer contributions to plan in this plan year | 2022-01-26 | 86047 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-01-26 | 10499 |
| 2020 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $200,039 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $10,948 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $3,280 |
| Total plan assets at end of year | 2020-12-31 | $916,069 |
| Total plan assets at beginning of year | 2020-12-31 | $726,978 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $117,799 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $189,091 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $916,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $726,978 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $82,240 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $7,668 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $497,380 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,996,122 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,976,996 |
| Total plan assets at end of year | 2019-12-31 | $726,978 |
| Total plan assets at beginning of year | 2019-12-31 | $2,225,720 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $420,509 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-1,498,742 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $726,978 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,225,720 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $76,871 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $19,126 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $38,361 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $147,774 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $125,004 |
| Total plan assets at end of year | 2018-12-31 | $2,225,720 |
| Total plan assets at beginning of year | 2018-12-31 | $2,335,133 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-22,691 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-109,413 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,225,720 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,335,133 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $61,052 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $22,770 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $405,863 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $49,955 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $29,467 |
| Total plan assets at end of year | 2017-12-31 | $2,335,133 |
| Total plan assets at beginning of year | 2017-12-31 | $1,979,225 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $280,240 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $355,908 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,335,133 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,979,225 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $125,623 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $20,488 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $188,825 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $15,321 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $1,979,225 |
| Total plan assets at beginning of year | 2016-12-31 | $1,805,721 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $88,825 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $173,504 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,979,225 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,805,721 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $100,000 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $15,321 |
| 2015 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $107,607 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $78,759 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $64,360 |
| Total plan assets at end of year | 2015-12-31 | $1,805,721 |
| Total plan assets at beginning of year | 2015-12-31 | $1,776,873 |
| Value of fidelity bond covering the plan | 2015-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $7,607 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $28,848 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,805,721 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,776,873 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $100,000 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $14,399 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $218,914 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $13,825 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,776,873 |
| Total plan assets at beginning of year | 2014-12-31 | $1,571,784 |
| Value of fidelity bond covering the plan | 2014-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $118,456 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $205,089 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,776,873 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,571,784 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $100,458 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $13,825 |
| 2013 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $193,204 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $447 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,571,784 |
| Total plan assets at beginning of year | 2013-12-31 | $1,379,027 |
| Value of fidelity bond covering the plan | 2013-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $116,884 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $192,757 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,571,784 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,379,027 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $76,320 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $447 |
| 2012 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $198,915 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $6,429 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $6,429 |
| Total plan assets at end of year | 2012-12-31 | $1,379,027 |
| Total plan assets at beginning of year | 2012-12-31 | $1,186,541 |
| Value of fidelity bond covering the plan | 2012-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $122,701 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $192,486 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,379,027 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,186,541 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $76,214 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $101,256 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $1,186,541 |
| Total plan assets at beginning of year | 2011-12-31 | $1,085,285 |
| Value of fidelity bond covering the plan | 2011-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $25,916 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $101,256 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,186,541 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,085,285 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $75,340 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $155,530 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $41,908 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $41,908 |
| Total plan assets at end of year | 2010-12-31 | $1,085,285 |
| Total plan assets at beginning of year | 2010-12-31 | $971,663 |
| Value of fidelity bond covering the plan | 2010-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $77,500 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $113,622 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,085,285 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $971,663 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $78,030 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2020: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |