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. CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2020 : BARRISH & LEHNES ORTHODONTICS, P.A. CASH BALANCE 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 | $111,190 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $334 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $110,856 |
| Total plan assets at beginning of year | 2020-12-31 | $0 |
| 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 | $5,358 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $110,856 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $110,856 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $105,832 |
| 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 | $334 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2018 : BARRISH & LEHNES ORTHODONTICS, P.A. CASH BALANCE PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-03-20 | $0 |
| Total plan liabilities at end of year | 2018-03-20 | $0 |
| Total plan liabilities at beginning of year | 2018-03-20 | $0 |
| Total income from all sources | 2018-03-20 | $69 |
| Expenses. Total of all expenses incurred | 2018-03-20 | $612,498 |
| Benefits paid (including direct rollovers) | 2018-03-20 | $606,298 |
| Total plan assets at end of year | 2018-03-20 | $0 |
| Total plan assets at beginning of year | 2018-03-20 | $612,429 |
| Value of fidelity bond covering the plan | 2018-03-20 | $175,000 |
| Total contributions received or receivable from participants | 2018-03-20 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-03-20 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-03-20 | $0 |
| Other income received | 2018-03-20 | $69 |
| Noncash contributions received | 2018-03-20 | $0 |
| Net income (gross income less expenses) | 2018-03-20 | $-612,429 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-20 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-20 | $612,429 |
| Total contributions received or receivable from employer(s) | 2018-03-20 | $0 |
| Value of certain deemed distributions of participant loans | 2018-03-20 | $0 |
| Value of corrective distributions | 2018-03-20 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-03-20 | $6,200 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-20 | $0 |
| 2017 : BARRISH & LEHNES ORTHODONTICS, P.A. CASH BALANCE 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 | $201,208 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $25,932 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $20,888 |
| Total plan assets at end of year | 2017-12-31 | $612,429 |
| Total plan assets at beginning of year | 2017-12-31 | $437,153 |
| Value of fidelity bond covering the plan | 2017-12-31 | $175,000 |
| 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 | $47,540 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $175,276 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $612,429 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $437,153 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $153,668 |
| 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 | $5,044 |
| 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. CASH BALANCE PLAN 2016 401k financial data |
|---|
| 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 | $178,406 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $7,958 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $437,153 |
| Total plan assets at beginning of year | 2016-12-31 | $266,705 |
| Value of fidelity bond covering the plan | 2016-12-31 | $175,000 |
| 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 | $24,798 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $170,448 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $437,153 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $266,705 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $153,608 |
| 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 | $7,958 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : BARRISH & LEHNES ORTHODONTICS, P.A. CASH BALANCE 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 | $151,388 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $4,169 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,689 |
| Total plan assets at end of year | 2015-12-31 | $266,705 |
| Total plan assets at beginning of year | 2015-12-31 | $119,486 |
| 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 | $-2,220 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $147,219 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $266,705 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $119,486 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $153,608 |
| 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 | $1,480 |
| 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. CASH BALANCE 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 | $61,834 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $658 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $119,486 |
| Total plan assets at beginning of year | 2014-12-31 | $58,310 |
| 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 | $4,218 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $61,176 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $119,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $58,310 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $57,616 |
| 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 | $658 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : BARRISH & LEHNES ORTHODONTICS, P.A. CASH BALANCE 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 | $58,310 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $58,310 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| 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 | $710 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $58,310 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $58,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $57,600 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2020: BARRISH & LEHNES ORTHODONTICS, P.A. CASH BALANCE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
| 2018: BARRISH & LEHNES ORTHODONTICS, P.A. CASH BALANCE 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 | Yes |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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. CASH BALANCE 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. CASH BALANCE 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. CASH BALANCE 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. CASH BALANCE 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. CASH BALANCE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
