401k Plan data: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR plan

PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 401k Plan overview

Plan Name	PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR
Plan identification number	001

PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

PERRY C UHAZIE DDS has sponsored the creation of one or more 401k plans.

Company Name: PERRY C UHAZIE DDS

Employer identification number (EIN): 382870950

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KRISTINE P BERHOW 2024-08-02 KRISTINE P BERHOW 2024-08-02
001 2022-01-01 KRISTINE P BERHOW 2023-11-20
001 2021-01-01 KRISTINE P BERHOW 2022-10-07
001 2020-01-01 KRISTINE P BERHOW 2021-10-05
001 2019-01-01 KRISTINE P BERHOW 2020-10-08
001 2018-01-01 KRISTINE P BERHOW 2019-10-15
001 2017-01-01 JOHN WISNIEWSKI
001 2016-01-01 JIM DERZON
001 2015-01-01 JAMES DERZON
001 2014-01-01 JAMES DERZON
001 2013-01-01 JAMES DERZON
001 2012-01-01 JAMES DERZON
001 2011-01-01 JAMES DERZON
001 2010-01-01 JAMES DERZON
001 2009-01-01 JAMES DERZON
001 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KRISTINE P BERHOW	2024-08-02	KRISTINE P BERHOW	2024-08-02
001	2022-01-01			KRISTINE P BERHOW	2023-11-20
001	2021-01-01			KRISTINE P BERHOW	2022-10-07
001	2020-01-01			KRISTINE P BERHOW	2021-10-05
001	2019-01-01	KRISTINE P BERHOW	2020-10-08
001	2018-01-01	KRISTINE P BERHOW	2019-10-15
001	2017-01-01	JOHN WISNIEWSKI
001	2016-01-01	JIM DERZON
001	2015-01-01	JAMES DERZON
001	2014-01-01	JAMES DERZON
001	2013-01-01	JAMES DERZON
001	2012-01-01	JAMES DERZON
001	2011-01-01	JAMES DERZON
001	2010-01-01	JAMES DERZON
001	2009-01-01	JAMES DERZON
001	2008-01-01

Financial Data on PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR

Measure	Date	Value
2023 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2023 401k financial data
Total income from all sources	2023-12-31	$265,012
Expenses. Total of all expenses incurred	2023-12-31	$15,049
Benefits paid (including direct rollovers)	2023-12-31	$3,890
Total plan assets at end of year	2023-12-31	$1,646,301
Total plan assets at beginning of year	2023-12-31	$1,396,338
Value of fidelity bond covering the plan	2023-12-31	$200,000
Total contributions received or receivable from participants	2023-12-31	$33,746
Other income received	2023-12-31	$182,092
Net income (gross income less expenses)	2023-12-31	$249,963
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,646,301
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,396,338
Total contributions received or receivable from employer(s)	2023-12-31	$49,174
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$11,159
2022 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2022 401k financial data
Total income from all sources	2022-12-31	$-158,069
Expenses. Total of all expenses incurred	2022-12-31	$10,821
Total plan assets at end of year	2022-12-31	$1,396,338
Total plan assets at beginning of year	2022-12-31	$1,565,228
Value of fidelity bond covering the plan	2022-12-31	$200,000
Total contributions received or receivable from participants	2022-12-31	$27,900
Expenses. Other expenses not covered elsewhere	2022-12-31	$10,821
Other income received	2022-12-31	$-236,175
Net income (gross income less expenses)	2022-12-31	$-168,890
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,396,338
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,565,228
Total contributions received or receivable from employer(s)	2022-12-31	$50,206
2021 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2021 401k financial data
Total income from all sources	2021-12-31	$176,444
Expenses. Total of all expenses incurred	2021-12-31	$10,463
Benefits paid (including direct rollovers)	2021-12-31	$2,840
Total plan assets at end of year	2021-12-31	$1,565,228
Total plan assets at beginning of year	2021-12-31	$1,399,247
Value of fidelity bond covering the plan	2021-12-31	$200,000
Total contributions received or receivable from participants	2021-12-31	$30,725
Expenses. Other expenses not covered elsewhere	2021-12-31	$7,623
Other income received	2021-12-31	$96,087
Net income (gross income less expenses)	2021-12-31	$165,981
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,565,228
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,399,247
Total contributions received or receivable from employer(s)	2021-12-31	$49,632
2020 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2020 401k financial data
Total income from all sources	2020-12-31	$219,329
Expenses. Total of all expenses incurred	2020-12-31	$48,922
Benefits paid (including direct rollovers)	2020-12-31	$42,866
Total plan assets at end of year	2020-12-31	$1,399,247
Total plan assets at beginning of year	2020-12-31	$1,228,840
Value of fidelity bond covering the plan	2020-12-31	$200,000
Total contributions received or receivable from participants	2020-12-31	$30,600
Expenses. Other expenses not covered elsewhere	2020-12-31	$6,056
Other income received	2020-12-31	$145,262
Net income (gross income less expenses)	2020-12-31	$170,407
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,399,247
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,228,840
Total contributions received or receivable from employer(s)	2020-12-31	$43,467
2019 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2019 401k financial data
Total income from all sources	2019-12-31	$247,371
Expenses. Total of all expenses incurred	2019-12-31	$19,650
Benefits paid (including direct rollovers)	2019-12-31	$13,693
Total plan assets at end of year	2019-12-31	$1,228,840
Total plan assets at beginning of year	2019-12-31	$1,001,119
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$33,900
Expenses. Other expenses not covered elsewhere	2019-12-31	$5,957
Other income received	2019-12-31	$164,937
Net income (gross income less expenses)	2019-12-31	$227,721
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,228,840
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,001,119
Total contributions received or receivable from employer(s)	2019-12-31	$48,534
2018 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2018 401k financial data
Total income from all sources	2018-12-31	$45,426
Expenses. Total of all expenses incurred	2018-12-31	$5,428
Total plan assets at end of year	2018-12-31	$1,001,119
Total plan assets at beginning of year	2018-12-31	$961,121
Value of fidelity bond covering the plan	2018-12-31	$70,000
Total contributions received or receivable from participants	2018-12-31	$32,150
Expenses. Other expenses not covered elsewhere	2018-12-31	$5,028
Other income received	2018-12-31	$-34,030
Net income (gross income less expenses)	2018-12-31	$39,998
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,001,119
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$961,121
Total contributions received or receivable from employer(s)	2018-12-31	$47,306
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$400
2017 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2017 401k financial data
Total income from all sources	2017-12-31	$171,988
Expenses. Total of all expenses incurred	2017-12-31	$6,533
Total plan assets at end of year	2017-12-31	$961,121
Total plan assets at beginning of year	2017-12-31	$795,666
Value of fidelity bond covering the plan	2017-12-31	$70,000
Total contributions received or receivable from participants	2017-12-31	$30,025
Other income received	2017-12-31	$94,892
Net income (gross income less expenses)	2017-12-31	$165,455
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$961,121
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$795,666
Total contributions received or receivable from employer(s)	2017-12-31	$47,071
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$6,533
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2016 401k financial data
Total income from all sources	2016-12-31	$128,041
Expenses. Total of all expenses incurred	2016-12-31	$39,714
Benefits paid (including direct rollovers)	2016-12-31	$33,918
Total plan assets at end of year	2016-12-31	$795,666
Total plan assets at beginning of year	2016-12-31	$707,339
Value of fidelity bond covering the plan	2016-12-31	$70,000
Total contributions received or receivable from participants	2016-12-31	$29,775
Other income received	2016-12-31	$53,012
Net income (gross income less expenses)	2016-12-31	$88,327
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$795,666
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$707,339
Total contributions received or receivable from employer(s)	2016-12-31	$45,254
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,796
2015 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2015 401k financial data
Total income from all sources	2015-12-31	$60,538
Expenses. Total of all expenses incurred	2015-12-31	$4,908
Total plan assets at end of year	2015-12-31	$707,339
Total plan assets at beginning of year	2015-12-31	$651,709
Value of fidelity bond covering the plan	2015-12-31	$40,000
Total contributions received or receivable from participants	2015-12-31	$30,600
Other income received	2015-12-31	$-13,594
Net income (gross income less expenses)	2015-12-31	$55,630
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$707,339
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$651,709
Total contributions received or receivable from employer(s)	2015-12-31	$43,532
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,908
2014 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2014 401k financial data
Total income from all sources	2014-12-31	$112,378
Expenses. Total of all expenses incurred	2014-12-31	$4,121
Total plan assets at end of year	2014-12-31	$651,709
Total plan assets at beginning of year	2014-12-31	$543,452
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$29,700
Other income received	2014-12-31	$34,376
Net income (gross income less expenses)	2014-12-31	$108,257
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$651,709
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$543,452
Total contributions received or receivable from employer(s)	2014-12-31	$48,302
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,121
2013 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2013 401k financial data
Total income from all sources	2013-12-31	$125,767
Expenses. Total of all expenses incurred	2013-12-31	$3,216
Total plan assets at end of year	2013-12-31	$543,452
Total plan assets at beginning of year	2013-12-31	$420,901
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$28,650
Other income received	2013-12-31	$48,822
Net income (gross income less expenses)	2013-12-31	$122,551
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$543,452
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$420,901
Total contributions received or receivable from employer(s)	2013-12-31	$48,295
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,216
2012 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2012 401k financial data
Total income from all sources	2012-12-31	$114,060
Expenses. Total of all expenses incurred	2012-12-31	$2,577
Total plan assets at end of year	2012-12-31	$420,901
Total plan assets at beginning of year	2012-12-31	$309,418
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$26,850
Other income received	2012-12-31	$41,638
Net income (gross income less expenses)	2012-12-31	$111,483
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$420,901
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$309,418
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$45,572
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,577
2011 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2011 401k financial data
Total income from all sources	2011-12-31	$23,140
Expenses. Total of all expenses incurred	2011-12-31	$2,326
Total plan assets at end of year	2011-12-31	$309,418
Total plan assets at beginning of year	2011-12-31	$288,604
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$15,650
Other income received	2011-12-31	$-2,538
Net income (gross income less expenses)	2011-12-31	$20,814
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$309,418
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$288,604
Assets. Value of participant loans	2011-12-31	$29,167
Total contributions received or receivable from employer(s)	2011-12-31	$10,028
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,326
2010 : PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2010 401k financial data
Total income from all sources	2010-12-31	$44,386
Expenses. Total of all expenses incurred	2010-12-31	$183,215
Benefits paid (including direct rollovers)	2010-12-31	$180,000
Total plan assets at end of year	2010-12-31	$288,604
Total plan assets at beginning of year	2010-12-31	$427,432
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$3,850
Other income received	2010-12-31	$30,612
Net income (gross income less expenses)	2010-12-31	$-138,829
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$288,604
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$427,432
Total contributions received or receivable from employer(s)	2010-12-31	$9,924
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,215

Form 5500 Responses for PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR

2023: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: PERRY C UHAZIE DDS 401(K) PROFIT SHARING PLAN & TR 2008 form 5500 responses
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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Company Name:	PERRY C UHAZIE DDS
Employer identification number (EIN):	382870950
NAIC Classification:	621210
NAIC Description:	Offices of Dentists