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JULIE A. STAGGERS PROFIT SHARING PLAN 401k Plan overview

Plan NameJULIE A. STAGGERS PROFIT SHARING PLAN
Plan identification number 001

JULIE A. STAGGERS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JULIE A STAGGERS DDS PC has sponsored the creation of one or more 401k plans.

Company Name:JULIE A STAGGERS DDS PC
Employer identification number (EIN):541654133
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JULIE A. STAGGERS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JULIE STAGGERS JULIE STAGGERS2019-01-13
0012017-01-01JULIE STAGGERS
0012017-01-01JULIE STAGGERS
0012016-01-01JULIE STAGGERS JULIE STAGGERS2017-01-08
0012015-01-01JULIE STAGGERS
0012014-01-01JULIE STAGGERS
0012013-01-01JULIE STAGGERS JULIE STAGGERS2014-01-26
0012012-01-01JULIE STAGGERS2013-01-06
0012011-01-01JULIE STAGGERS
0012009-01-01JULIE STAGGERS

Plan Statistics for JULIE A. STAGGERS PROFIT SHARING PLAN

401k plan membership statisitcs for JULIE A. STAGGERS PROFIT SHARING PLAN

Measure Date Value
2022: JULIE A. STAGGERS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-011
Total of all active and inactive participants2022-01-015
Total participants2022-01-015
Number of participants with account balances2022-01-014
2021: JULIE A. STAGGERS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
2020: JULIE A. STAGGERS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
Number of participants with account balances2020-01-014
2019: JULIE A. STAGGERS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-011
Total of all active and inactive participants2019-01-015
Total participants2019-01-015
Number of participants with account balances2019-01-014
2018: JULIE A. STAGGERS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-015
Total of all active and inactive participants2018-01-015
Total participants2018-01-015
Number of participants with account balances2018-01-014
2017: JULIE A. STAGGERS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
2016: JULIE A. STAGGERS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
2015: JULIE A. STAGGERS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: JULIE A. STAGGERS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: JULIE A. STAGGERS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
2011: JULIE A. STAGGERS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: JULIE A. STAGGERS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on JULIE A. STAGGERS PROFIT SHARING PLAN

Measure Date Value
2022 : JULIE A. STAGGERS PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$70,545
Total income from all sources2022-12-31$-376,212
Expenses. Total of all expenses incurred2022-12-31$70,545
Benefits paid (including direct rollovers)2022-12-31$70,545
Total plan assets at end of year2022-12-31$1,327,368
Total plan assets at beginning of year2022-12-31$1,703,580
Value of fidelity bond covering the plan2022-12-31$150,000
Other income received2022-12-31$-408,511
Net income (gross income less expenses)2022-12-31$-446,757
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,327,368
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,703,580
Total contributions received or receivable from employer(s)2022-12-31$32,299
2021 : JULIE A. STAGGERS PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$257,383
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$1,703,580
Total plan assets at beginning of year2021-12-31$1,446,197
Value of fidelity bond covering the plan2021-12-31$70,000
Other income received2021-12-31$230,579
Net income (gross income less expenses)2021-12-31$257,383
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,703,580
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,446,197
Total contributions received or receivable from employer(s)2021-12-31$26,804
2020 : JULIE A. STAGGERS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$327,954
Expenses. Total of all expenses incurred2020-12-31$6,579
Benefits paid (including direct rollovers)2020-12-31$6,579
Total plan assets at end of year2020-12-31$1,446,197
Total plan assets at beginning of year2020-12-31$1,124,822
Value of fidelity bond covering the plan2020-12-31$70,000
Other income received2020-12-31$309,265
Net income (gross income less expenses)2020-12-31$321,375
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,446,197
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,124,822
Total contributions received or receivable from employer(s)2020-12-31$18,689
2019 : JULIE A. STAGGERS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$209,447
Expenses. Total of all expenses incurred2019-12-31$46,836
Benefits paid (including direct rollovers)2019-12-31$46,836
Total plan assets at end of year2019-12-31$1,124,822
Total plan assets at beginning of year2019-12-31$962,211
Value of fidelity bond covering the plan2019-12-31$70,000
Other income received2019-12-31$185,285
Net income (gross income less expenses)2019-12-31$162,611
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,124,822
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$962,211
Total contributions received or receivable from employer(s)2019-12-31$24,162
2018 : JULIE A. STAGGERS PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-35,235
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$962,211
Total plan assets at beginning of year2018-12-31$997,446
Value of fidelity bond covering the plan2018-12-31$70,000
Other income received2018-12-31$-45,103
Net income (gross income less expenses)2018-12-31$-35,235
Net plan assets at end of year (total assets less liabilities)2018-12-31$962,211
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$997,446
Total contributions received or receivable from employer(s)2018-12-31$9,868
2017 : JULIE A. STAGGERS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$-153,792
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$699,007
Total plan assets at beginning of year2017-12-31$852,799
Value of fidelity bond covering the plan2017-12-31$70,000
Other income received2017-12-31$126,406
Net income (gross income less expenses)2017-12-31$-153,792
Net plan assets at end of year (total assets less liabilities)2017-12-31$699,007
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$852,799
Total contributions received or receivable from employer(s)2017-12-31$18,541
2016 : JULIE A. STAGGERS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$84,128
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$852,799
Total plan assets at beginning of year2016-12-31$768,671
Other income received2016-12-31$60,321
Net income (gross income less expenses)2016-12-31$84,128
Net plan assets at end of year (total assets less liabilities)2016-12-31$852,799
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$768,671
Total contributions received or receivable from employer(s)2016-12-31$23,807
2015 : JULIE A. STAGGERS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$16,026
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$768,671
Total plan assets at beginning of year2015-12-31$752,645
Other income received2015-12-31$-8,507
Net income (gross income less expenses)2015-12-31$16,026
Net plan assets at end of year (total assets less liabilities)2015-12-31$768,671
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$752,645
Total contributions received or receivable from employer(s)2015-12-31$24,533
2014 : JULIE A. STAGGERS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$84,060
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$752,645
Total plan assets at beginning of year2014-12-31$668,585
Other income received2014-12-31$62,746
Net income (gross income less expenses)2014-12-31$84,060
Net plan assets at end of year (total assets less liabilities)2014-12-31$752,645
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$668,585
Total contributions received or receivable from employer(s)2014-12-31$21,314
2013 : JULIE A. STAGGERS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$26,699
Total plan assets at end of year2013-12-31$668,585
Total plan assets at beginning of year2013-12-31$641,886
Other income received2013-12-31$-2,167
Net income (gross income less expenses)2013-12-31$26,699
Net plan assets at end of year (total assets less liabilities)2013-12-31$668,585
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$641,886
Total contributions received or receivable from employer(s)2013-12-31$28,866
2011 : JULIE A. STAGGERS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$55,416
Total plan assets at end of year2011-12-31$558,888
Total plan assets at beginning of year2011-12-31$503,472
Other income received2011-12-31$3,715
Net income (gross income less expenses)2011-12-31$55,416
Net plan assets at end of year (total assets less liabilities)2011-12-31$558,888
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$503,472
Total contributions received or receivable from employer(s)2011-12-31$51,701
2010 : JULIE A. STAGGERS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$58,966
Total plan assets at end of year2010-12-31$503,472
Total plan assets at beginning of year2010-12-31$444,506
Other income received2010-12-31$29,231
Net income (gross income less expenses)2010-12-31$58,966
Net plan assets at end of year (total assets less liabilities)2010-12-31$503,472
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$444,506
Total contributions received or receivable from employer(s)2010-12-31$29,735

Form 5500 Responses for JULIE A. STAGGERS PROFIT SHARING PLAN

2022: JULIE A. STAGGERS PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JULIE A. STAGGERS PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JULIE A. STAGGERS 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 filingNo
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: JULIE A. STAGGERS 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: JULIE A. STAGGERS 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: JULIE A. STAGGERS 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: JULIE A. STAGGERS 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: JULIE A. STAGGERS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JULIE A. STAGGERS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JULIE A. STAGGERS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: JULIE A. STAGGERS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JULIE A. STAGGERS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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