401k Plan data: HUGH GOLDSTON, D.D.S. 401(K) PLAN plan

HUGH GOLDSTON, D.D.S. 401(K) PLAN 401k Plan overview

Plan Name	HUGH GOLDSTON, D.D.S. 401(K) PLAN
Plan identification number	001

HUGH GOLDSTON, D.D.S. 401(K) 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
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HUGH GOLDSTON, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: HUGH GOLDSTON, D.D.S., P.A.

Employer identification number (EIN): 412048225

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUGH GOLDSTON, D.D.S. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 HUGH GOLDSTON, D.D.S.
001 2017-01-01 HUGH GOLDSTON, D.D.S.
001 2016-01-01 HUGH GOLDSTON, D.D.S.
001 2015-01-01 HUGH GOLDSTON, D.D.S.
001 2014-01-01 HUGH GOLDSTON, D.D.S. 2015-04-26
001 2013-01-01 HUGH GOLDSTON, D.D.S. 2014-04-27
001 2012-01-01 HUGH GOLDSTON, D.D.S. 2013-07-12
001 2011-01-01 HUGH GOLDSTON, D.D.S. 2012-06-06
001 2010-01-01 HUGH GOLDSTON, D.D.S. 2011-05-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	HUGH GOLDSTON, D.D.S.
001	2017-01-01	HUGH GOLDSTON, D.D.S.
001	2016-01-01	HUGH GOLDSTON, D.D.S.
001	2015-01-01	HUGH GOLDSTON, D.D.S.
001	2014-01-01	HUGH GOLDSTON, D.D.S.	2015-04-26
001	2013-01-01	HUGH GOLDSTON, D.D.S.	2014-04-27
001	2012-01-01	HUGH GOLDSTON, D.D.S.	2013-07-12
001	2011-01-01	HUGH GOLDSTON, D.D.S.	2012-06-06
001	2010-01-01	HUGH GOLDSTON, D.D.S.	2011-05-24

Plan Statistics for HUGH GOLDSTON, D.D.S. 401(K) PLAN

401k plan membership statisitcs for HUGH GOLDSTON, D.D.S. 401(K) PLAN

Measure Date Value
2020: HUGH GOLDSTON, D.D.S. 401(K) 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 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HUGH GOLDSTON, D.D.S. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
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 1
Total of all active and inactive participants 2019-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 14
Number of participants with account balances 2019-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HUGH GOLDSTON, D.D.S. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 1
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 2
2017: HUGH GOLDSTON, D.D.S. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
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 3
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: HUGH GOLDSTON, D.D.S. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
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 3
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: HUGH GOLDSTON, D.D.S. 401(K) 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 0
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2020: HUGH GOLDSTON, D.D.S. 401(K) 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	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HUGH GOLDSTON, D.D.S. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
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	1
Total of all active and inactive participants	2019-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	14
Number of participants with account balances	2019-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HUGH GOLDSTON, D.D.S. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	1
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	2
2017: HUGH GOLDSTON, D.D.S. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
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	3
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: HUGH GOLDSTON, D.D.S. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
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	3
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: HUGH GOLDSTON, D.D.S. 401(K) 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	0
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on HUGH GOLDSTON, D.D.S. 401(K) PLAN

Measure	Date	Value
2020 : HUGH GOLDSTON, D.D.S. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$-472,025
Expenses. Total of all expenses incurred	2020-06-30	$2,973,773
Benefits paid (including direct rollovers)	2020-06-30	$2,966,301
Total plan assets at end of year	2020-06-30	$0
Total plan assets at beginning of year	2020-06-30	$3,445,798
Value of fidelity bond covering the plan	2020-06-30	$250,000
Assets. Value of loans (other than to participants)	2020-06-30	$0
Other income received	2020-06-30	$-472,025
Net income (gross income less expenses)	2020-06-30	$-3,445,798
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$3,445,798
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$7,472
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-30	$0
2019 : HUGH GOLDSTON, D.D.S. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$646,663
Expenses. Total of all expenses incurred	2019-12-31	$46,170
Benefits paid (including direct rollovers)	2019-12-31	$29,663
Total plan assets at end of year	2019-12-31	$3,445,798
Total plan assets at beginning of year	2019-12-31	$2,845,305
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$90,877
Assets. Value of loans (other than to participants)	2019-12-31	$298,751
Other income received	2019-12-31	$462,664
Net income (gross income less expenses)	2019-12-31	$600,493
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,445,798
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,845,305
Total contributions received or receivable from employer(s)	2019-12-31	$93,122
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$16,507
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : HUGH GOLDSTON, D.D.S. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$34,330
Expenses. Total of all expenses incurred	2018-12-31	$21,524
Benefits paid (including direct rollovers)	2018-12-31	$5,336
Total plan assets at end of year	2018-12-31	$2,845,305
Total plan assets at beginning of year	2018-12-31	$2,832,499
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$88,072
Assets. Value of loans (other than to participants)	2018-12-31	$381,663
Other income received	2018-12-31	$-146,938
Net income (gross income less expenses)	2018-12-31	$12,806
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,845,305
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,832,499
Total contributions received or receivable from employer(s)	2018-12-31	$93,196
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$16,188
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : HUGH GOLDSTON, D.D.S. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$486,011
Expenses. Total of all expenses incurred	2017-12-31	$36,410
Benefits paid (including direct rollovers)	2017-12-31	$21,957
Total plan assets at end of year	2017-12-31	$2,832,499
Total plan assets at beginning of year	2017-12-31	$2,382,898
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$66,000
Assets. Value of loans (other than to participants)	2017-12-31	$655,375
Other income received	2017-12-31	$344,766
Net income (gross income less expenses)	2017-12-31	$449,601
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,832,499
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,382,898
Total contributions received or receivable from employer(s)	2017-12-31	$75,245
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$14,453
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HUGH GOLDSTON, D.D.S. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$633,959
Expenses. Total of all expenses incurred	2016-12-31	$17,162
Benefits paid (including direct rollovers)	2016-12-31	$246
Total plan assets at end of year	2016-12-31	$2,382,898
Total plan assets at beginning of year	2016-12-31	$1,766,101
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$84,389
Assets. Value of loans (other than to participants)	2016-12-31	$595,801
Other income received	2016-12-31	$460,457
Net income (gross income less expenses)	2016-12-31	$616,797
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,382,898
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,766,101
Total contributions received or receivable from employer(s)	2016-12-31	$89,113
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,916
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HUGH GOLDSTON, D.D.S. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-44,777
Expenses. Total of all expenses incurred	2015-12-31	$12,536
Benefits paid (including direct rollovers)	2015-12-31	$1,591
Total plan assets at end of year	2015-12-31	$1,766,101
Total plan assets at beginning of year	2015-12-31	$1,823,414
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$86,099
Other income received	2015-12-31	$-228,869
Net income (gross income less expenses)	2015-12-31	$-57,313
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,766,101
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,823,414
Assets. Value of real-estate (other than employer real property)	2015-12-31	$313,371
Total contributions received or receivable from employer(s)	2015-12-31	$97,993
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,945
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for HUGH GOLDSTON, D.D.S. 401(K) PLAN

2020: HUGH GOLDSTON, D.D.S. 401(K) 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	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: HUGH GOLDSTON, D.D.S. 401(K) 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: HUGH GOLDSTON, D.D.S. 401(K) 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: HUGH GOLDSTON, D.D.S. 401(K) 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: HUGH GOLDSTON, D.D.S. 401(K) 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: HUGH GOLDSTON, D.D.S. 401(K) 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

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Company Name:	HUGH GOLDSTON, D.D.S., P.A.
Employer identification number (EIN):	412048225
NAIC Classification:	621210
NAIC Description:	Offices of Dentists