PHILLIP R. EVERETT, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHILLIP R EVERETT DDS PROFIT SHARING PLAN
Measure | Date | Value |
---|
2021: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
Total of all active and inactive participants | 2021-01-01 | 5 |
Total participants | 2021-01-01 | 5 |
Number of participants with account balances | 2021-01-01 | 5 |
2020: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 5 |
Number of participants with account balances | 2020-01-01 | 4 |
2019: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
2018: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 4 |
2017: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 3 |
2016: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
2015: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
2014: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
2013: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 4 |
2012: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
2011: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 3 |
2009: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
---|
2021 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $349,545 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $2,203,732 |
Total plan assets at beginning of year | 2021-12-31 | $1,854,187 |
Other income received | 2021-12-31 | $277,061 |
Net income (gross income less expenses) | 2021-12-31 | $349,545 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,203,732 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,854,187 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $72,484 |
2020 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $179,739 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $1,854,187 |
Total plan assets at beginning of year | 2020-12-31 | $1,674,448 |
Other income received | 2020-12-31 | $123,556 |
Net income (gross income less expenses) | 2020-12-31 | $179,739 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,854,187 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,674,448 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $56,183 |
2019 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $370,828 |
Expenses. Total of all expenses incurred | 2019-12-31 | $171,024 |
Benefits paid (including direct rollovers) | 2019-12-31 | $171,024 |
Total plan assets at end of year | 2019-12-31 | $1,674,448 |
Total plan assets at beginning of year | 2019-12-31 | $1,474,644 |
Other income received | 2019-12-31 | $311,303 |
Net income (gross income less expenses) | 2019-12-31 | $199,804 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,674,448 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,474,644 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $59,525 |
2018 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $62,736 |
Expenses. Total of all expenses incurred | 2018-12-31 | $118,655 |
Total plan assets at end of year | 2018-12-31 | $1,474,644 |
Total plan assets at beginning of year | 2018-12-31 | $1,530,563 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $118,655 |
Net income (gross income less expenses) | 2018-12-31 | $-55,919 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,474,644 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,530,563 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $62,736 |
2017 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $249,604 |
Expenses. Total of all expenses incurred | 2017-12-31 | $14,754 |
Benefits paid (including direct rollovers) | 2017-12-31 | $14,754 |
Total plan assets at end of year | 2017-12-31 | $1,530,563 |
Total plan assets at beginning of year | 2017-12-31 | $1,295,713 |
Other income received | 2017-12-31 | $192,525 |
Net income (gross income less expenses) | 2017-12-31 | $234,850 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,530,563 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,295,713 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $57,079 |
2016 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $138,116 |
Expenses. Total of all expenses incurred | 2016-12-31 | $14,803 |
Benefits paid (including direct rollovers) | 2016-12-31 | $14,803 |
Total plan assets at end of year | 2016-12-31 | $1,295,713 |
Total plan assets at beginning of year | 2016-12-31 | $1,172,400 |
Other income received | 2016-12-31 | $82,520 |
Net income (gross income less expenses) | 2016-12-31 | $123,313 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,295,713 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,172,400 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $55,596 |
2015 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2015 401k financial data |
---|
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 | $57,328 |
Expenses. Total of all expenses incurred | 2015-12-31 | $134,928 |
Total plan assets at end of year | 2015-12-31 | $1,172,400 |
Total plan assets at beginning of year | 2015-12-31 | $1,250,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $134,928 |
Net income (gross income less expenses) | 2015-12-31 | $-77,600 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,172,400 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,250,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $57,328 |
2014 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2014 401k financial data |
---|
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 | $77,336 |
Expenses. Total of all expenses incurred | 2014-12-31 | $10,722 |
Total plan assets at end of year | 2014-12-31 | $1,250,000 |
Total plan assets at beginning of year | 2014-12-31 | $1,183,386 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $10,722 |
Net income (gross income less expenses) | 2014-12-31 | $66,614 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,250,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,183,386 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $77,336 |
2013 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $184,145 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $1,183,386 |
Total plan assets at beginning of year | 2013-12-31 | $999,241 |
Other income received | 2013-12-31 | $99,621 |
Net income (gross income less expenses) | 2013-12-31 | $184,145 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,183,386 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $999,241 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $84,524 |
2012 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $99,302 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,058 |
Benefits paid (including direct rollovers) | 2012-12-31 | $2,058 |
Total plan assets at end of year | 2012-12-31 | $999,241 |
Total plan assets at beginning of year | 2012-12-31 | $901,997 |
Other income received | 2012-12-31 | $46,181 |
Net income (gross income less expenses) | 2012-12-31 | $97,244 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $999,241 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $901,997 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $53,121 |
2011 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $-7,552 |
Expenses. Total of all expenses incurred | 2011-12-31 | $78,926 |
Benefits paid (including direct rollovers) | 2011-12-31 | $78,926 |
Total plan assets at end of year | 2011-12-31 | $901,997 |
Total plan assets at beginning of year | 2011-12-31 | $988,475 |
Other income received | 2011-12-31 | $-44,302 |
Net income (gross income less expenses) | 2011-12-31 | $-86,478 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $901,997 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $988,475 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $36,750 |
2010 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $137,975 |
Total plan assets at end of year | 2010-12-31 | $988,475 |
Total plan assets at beginning of year | 2010-12-31 | $850,500 |
Other income received | 2010-12-31 | $89,707 |
Net income (gross income less expenses) | 2010-12-31 | $137,975 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $988,475 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $850,500 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $48,268 |
2021: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PHILLIP R EVERETT DDS PROFIT SHARING 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 | 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 |
2019: PHILLIP R EVERETT DDS PROFIT SHARING 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: PHILLIP R EVERETT DDS PROFIT SHARING 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: PHILLIP R EVERETT DDS PROFIT SHARING 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: PHILLIP R EVERETT DDS PROFIT SHARING 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: PHILLIP R EVERETT DDS PROFIT SHARING 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: PHILLIP R EVERETT DDS PROFIT SHARING 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: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
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 |
2012: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 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: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |