401k Plan data: BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN plan

BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan Name	BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN
Plan identification number	002

BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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

LEHNES ORTHODONTICS PA has sponsored the creation of one or more 401k plans.

Company Name: LEHNES ORTHODONTICS PA

Employer identification number (EIN): 222403291

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KEVIN LEHNES 2023-02-15
002 2021-01-01 KEVIN LEHNES 2022-01-26
002 2020-01-01
002 2019-01-01
002 2018-01-01 BERNARD I. BARRISH
002 2017-01-01 BERNARD I. BARRISH
002 2016-01-01 BERNARD I. BARRISH
002 2015-01-01 BERNARD I. BARRISH
002 2014-01-01 BERNARD I. BARRISH
002 2013-01-01 BERNARD I. BARRISH
002 2012-01-01 BERNARD I. BARRISH
002 2011-01-01 BERNARD I. BARRISH BERNARD I. BARRISH 2012-02-18
002 2010-01-01 BERNARD I. BARRISH
002 2009-01-01 BERNARD I. BARRISH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	KEVIN LEHNES	2023-02-15
002	2021-01-01	KEVIN LEHNES	2022-01-26
002	2020-01-01
002	2019-01-01
002	2018-01-01	BERNARD I. BARRISH
002	2017-01-01	BERNARD I. BARRISH
002	2016-01-01	BERNARD I. BARRISH
002	2015-01-01	BERNARD I. BARRISH
002	2014-01-01	BERNARD I. BARRISH
002	2013-01-01	BERNARD I. BARRISH
002	2012-01-01	BERNARD I. BARRISH
002	2011-01-01	BERNARD I. BARRISH		BERNARD I. BARRISH	2012-02-18
002	2010-01-01	BERNARD I. BARRISH
002	2009-01-01	BERNARD I. BARRISH

Plan Statistics for 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
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
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

Financial Data on BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN

Measure	Date	Value
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

Form 5500 Responses for BARRISH & LEHNES ORTHODONTICS, P.A. EMPLOYEES' PROFIT SHARING PLAN

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

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Company Name:	LEHNES ORTHODONTICS PA
Employer identification number (EIN):	222403291
NAIC Classification:	621210
NAIC Description:	Offices of Dentists