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KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 401k Plan overview

Plan NameKEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN
Plan identification number 001

KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • 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

KEITH B. ANNAPOLEN, DDS PC has sponsored the creation of one or more 401k plans.

Company Name:KEITH B. ANNAPOLEN, DDS PC
Employer identification number (EIN):464861415
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEITH B. ANNAPOLEN
0012016-01-01KEITH B. ANNAPOLEN
0012015-01-01KEITH B. ANNAPOLEN
0012014-01-01KEITH B. ANNAPOLEN

Financial Data on KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN

Measure Date Value
2020 : KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$30,513
Expenses. Total of all expenses incurred2020-12-31$309,792
Benefits paid (including direct rollovers)2020-12-31$307,233
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$279,279
Value of fidelity bond covering the plan2020-12-31$73,500
Other income received2020-12-31$30,513
Net income (gross income less expenses)2020-12-31$-279,279
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$279,279
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,559
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$46,380
Expenses. Total of all expenses incurred2019-12-31$348
Total plan assets at end of year2019-12-31$279,279
Total plan assets at beginning of year2019-12-31$233,247
Value of fidelity bond covering the plan2019-12-31$73,500
Total contributions received or receivable from participants2019-12-31$5,187
Other income received2019-12-31$40,207
Net income (gross income less expenses)2019-12-31$46,032
Net plan assets at end of year (total assets less liabilities)2019-12-31$279,279
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$233,247
Total contributions received or receivable from employer(s)2019-12-31$986
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$348
2018 : KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$29,747
Expenses. Total of all expenses incurred2018-12-31$144
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$233,247
Total plan assets at beginning of year2018-12-31$203,644
Value of fidelity bond covering the plan2018-12-31$73,500
Total contributions received or receivable from participants2018-12-31$29,680
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-8,873
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$29,603
Net plan assets at end of year (total assets less liabilities)2018-12-31$233,247
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$203,644
Total contributions received or receivable from employer(s)2018-12-31$8,940
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$144
2017 : KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$62,378
Expenses. Total of all expenses incurred2017-12-31$42,000
Benefits paid (including direct rollovers)2017-12-31$41,800
Total plan assets at end of year2017-12-31$203,644
Total plan assets at beginning of year2017-12-31$183,266
Value of fidelity bond covering the plan2017-12-31$73,500
Total contributions received or receivable from participants2017-12-31$29,808
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$24,493
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$20,378
Net plan assets at end of year (total assets less liabilities)2017-12-31$203,644
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$183,266
Total contributions received or receivable from employer(s)2017-12-31$8,077
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$55,555
Expenses. Total of all expenses incurred2016-12-31$607,607
Benefits paid (including direct rollovers)2016-12-31$606,607
Total plan assets at end of year2016-12-31$183,266
Total plan assets at beginning of year2016-12-31$735,318
Value of fidelity bond covering the plan2016-12-31$73,550
Total contributions received or receivable from participants2016-12-31$28,735
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$18,742
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-552,052
Net plan assets at end of year (total assets less liabilities)2016-12-31$183,266
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$735,318
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$8,078
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$37,212
Expenses. Total of all expenses incurred2015-12-31$3,183
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$735,318
Total plan assets at beginning of year2015-12-31$701,289
Value of fidelity bond covering the plan2015-12-31$73,500
Total contributions received or receivable from participants2015-12-31$35,091
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-11,024
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$34,029
Net plan assets at end of year (total assets less liabilities)2015-12-31$735,318
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$701,289
Assets. Value of participant loans2015-12-31$1,093
Total contributions received or receivable from employer(s)2015-12-31$13,145
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,183
2014 : KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$73,350
Expenses. Total of all expenses incurred2014-12-31$3,054
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$701,289
Total plan assets at beginning of year2014-12-31$630,993
Value of fidelity bond covering the plan2014-12-31$70,129
Total contributions received or receivable from participants2014-12-31$29,323
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$31,160
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$70,296
Net plan assets at end of year (total assets less liabilities)2014-12-31$701,289
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$630,993
Assets. Value of participant loans2014-12-31$3,592
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$7,384
Total contributions received or receivable from employer(s)2014-12-31$12,867
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,054

Form 5500 Responses for KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN

2020: KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KEITH B. ANNAPOLEN, DDS 401(K)/PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN151
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHN151
Policy instance 1

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