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PHILLIP R EVERETT DDS PROFIT SHARING PLAN 401k Plan overview

Plan NamePHILLIP R EVERETT DDS PROFIT SHARING PLAN
Plan identification number 001

PHILLIP R EVERETT DDS 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.

401k Sponsoring company profile

PHILLIP R. EVERETT, DDS has sponsored the creation of one or more 401k plans.

Company Name:PHILLIP R. EVERETT, DDS
Employer identification number (EIN):751614507
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIP R EVERETT DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PHILLIP EVERETT2023-07-25 PHILLIP EVERETT2023-07-25
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01PHILLIP EVERETT PHILLIP EVERETT2019-07-10
0012017-01-01PHILLIP EVERETT PHILLIP EVERETT2018-07-23
0012016-01-01PHILLIP EVERETT PHILLIP EVERETT2017-07-24
0012015-01-01PHILLIP EVERETT PHILLIP EVERETT2016-07-19
0012014-01-01PHILLIP EVERETT PHILLIP EVERETT2015-07-15
0012013-01-01PHILLIP EVERETT PHILLIP EVERETT2014-07-21
0012012-01-01PHILLIP R EVERETT, DDS
0012011-01-01PHILLIP R EVERETT DDS
0012009-01-01PHILLIP R EVERETT DDS

Plan Statistics for PHILLIP R EVERETT DDS PROFIT SHARING PLAN

401k plan membership statisitcs for 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-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-015
Total of all active and inactive participants2021-01-015
Total participants2021-01-015
Number of participants with account balances2021-01-015
2020: PHILLIP R EVERETT DDS 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 55002020-01-015
Total of all active and inactive participants2020-01-015
Total participants2020-01-015
Number of participants with account balances2020-01-014
2019: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: PHILLIP R EVERETT DDS 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 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
2017: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
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 balances2017-01-013
2016: PHILLIP R EVERETT DDS 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 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: PHILLIP R EVERETT DDS 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: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
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
Number of participants with account balances2014-01-014
2013: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
2012: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-013
2009: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on PHILLIP R EVERETT DDS PROFIT SHARING PLAN

Measure Date Value
2021 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$349,545
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$2,203,732
Total plan assets at beginning of year2021-12-31$1,854,187
Other income received2021-12-31$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 sources2020-12-31$179,739
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$1,854,187
Total plan assets at beginning of year2020-12-31$1,674,448
Other income received2020-12-31$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 sources2019-12-31$370,828
Expenses. Total of all expenses incurred2019-12-31$171,024
Benefits paid (including direct rollovers)2019-12-31$171,024
Total plan assets at end of year2019-12-31$1,674,448
Total plan assets at beginning of year2019-12-31$1,474,644
Other income received2019-12-31$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 sources2018-12-31$62,736
Expenses. Total of all expenses incurred2018-12-31$118,655
Total plan assets at end of year2018-12-31$1,474,644
Total plan assets at beginning of year2018-12-31$1,530,563
Expenses. Other expenses not covered elsewhere2018-12-31$118,655
Net income (gross income less expenses)2018-12-31$-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 sources2017-12-31$249,604
Expenses. Total of all expenses incurred2017-12-31$14,754
Benefits paid (including direct rollovers)2017-12-31$14,754
Total plan assets at end of year2017-12-31$1,530,563
Total plan assets at beginning of year2017-12-31$1,295,713
Other income received2017-12-31$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 sources2016-12-31$138,116
Expenses. Total of all expenses incurred2016-12-31$14,803
Benefits paid (including direct rollovers)2016-12-31$14,803
Total plan assets at end of year2016-12-31$1,295,713
Total plan assets at beginning of year2016-12-31$1,172,400
Other income received2016-12-31$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 year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$57,328
Expenses. Total of all expenses incurred2015-12-31$134,928
Total plan assets at end of year2015-12-31$1,172,400
Total plan assets at beginning of year2015-12-31$1,250,000
Expenses. Other expenses not covered elsewhere2015-12-31$134,928
Net income (gross income less expenses)2015-12-31$-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 year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$77,336
Expenses. Total of all expenses incurred2014-12-31$10,722
Total plan assets at end of year2014-12-31$1,250,000
Total plan assets at beginning of year2014-12-31$1,183,386
Expenses. Other expenses not covered elsewhere2014-12-31$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 sources2013-12-31$184,145
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,183,386
Total plan assets at beginning of year2013-12-31$999,241
Other income received2013-12-31$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 sources2012-12-31$99,302
Expenses. Total of all expenses incurred2012-12-31$2,058
Benefits paid (including direct rollovers)2012-12-31$2,058
Total plan assets at end of year2012-12-31$999,241
Total plan assets at beginning of year2012-12-31$901,997
Other income received2012-12-31$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$53,121
2011 : PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-7,552
Expenses. Total of all expenses incurred2011-12-31$78,926
Benefits paid (including direct rollovers)2011-12-31$78,926
Total plan assets at end of year2011-12-31$901,997
Total plan assets at beginning of year2011-12-31$988,475
Other income received2011-12-31$-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 sources2010-12-31$137,975
Total plan assets at end of year2010-12-31$988,475
Total plan assets at beginning of year2010-12-31$850,500
Other income received2010-12-31$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

Form 5500 Responses for PHILLIP R EVERETT DDS PROFIT SHARING PLAN

2021: PHILLIP R EVERETT DDS 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: PHILLIP R EVERETT DDS 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: PHILLIP R EVERETT DDS 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: PHILLIP R EVERETT DDS 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: PHILLIP R EVERETT DDS 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: PHILLIP R EVERETT DDS 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: PHILLIP R EVERETT DDS 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: PHILLIP R EVERETT DDS 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: PHILLIP R EVERETT DDS 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
2012: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PHILLIP R EVERETT DDS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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