CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE-MICHAEL SHAPIRO,DDS,INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST
Measure | Date | Value |
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2022: CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
Total of all active and inactive participants | 2022-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 8 |
Number of participants with account balances | 2022-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership |
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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 | 8 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 8 |
Number of participants with account balances | 2021-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 5 |
Number of participants with account balances | 2020-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership |
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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 | 5 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 5 |
Number of participants with account balances | 2019-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership |
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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 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
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2022 : CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $37,534 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $270,510 |
Total plan assets at beginning of year | 2022-12-31 | $232,976 |
Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
Total contributions received or receivable from participants | 2022-12-31 | $57,003 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-43,735 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $37,534 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $270,510 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $232,976 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $24,266 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
2021 : CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $115,550 |
Total plan assets at end of year | 2021-12-31 | $232,976 |
Total plan assets at beginning of year | 2021-12-31 | $117,426 |
Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
Total contributions received or receivable from participants | 2021-12-31 | $65,490 |
Other income received | 2021-12-31 | $19,472 |
Net income (gross income less expenses) | 2021-12-31 | $115,550 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $232,976 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $117,426 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $30,588 |
2020 : CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $56,266 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,758 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,758 |
Total plan assets at end of year | 2020-12-31 | $117,426 |
Total plan assets at beginning of year | 2020-12-31 | $62,918 |
Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
Total contributions received or receivable from participants | 2020-12-31 | $26,820 |
Other income received | 2020-12-31 | $12,491 |
Net income (gross income less expenses) | 2020-12-31 | $54,508 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $117,426 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $62,918 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $16,955 |
2019 : CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $46,828 |
Total plan assets at end of year | 2019-12-31 | $62,918 |
Total plan assets at beginning of year | 2019-12-31 | $16,090 |
Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
Total contributions received or receivable from participants | 2019-12-31 | $26,802 |
Other income received | 2019-12-31 | $5,981 |
Net income (gross income less expenses) | 2019-12-31 | $46,828 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $62,918 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,090 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $14,045 |
2018 : CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $11,625 |
Total plan assets at end of year | 2018-12-31 | $16,090 |
Total plan assets at beginning of year | 2018-12-31 | $4,465 |
Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $7,489 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $516 |
Other income received | 2018-12-31 | $-2,118 |
Net income (gross income less expenses) | 2018-12-31 | $11,625 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $16,090 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,465 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $5,738 |
2017 : CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $4,465 |
Total plan assets at end of year | 2017-12-31 | $4,465 |
Total plan assets at beginning of year | 2017-12-31 | $0 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $2,224 |
Other income received | 2017-12-31 | $17 |
Net income (gross income less expenses) | 2017-12-31 | $4,465 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,465 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $2,224 |
2022: CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CLE ORAL & MAXILLOFACIAL SURGERY WESTLAKE 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | First time form 5500 has been submitted | Yes |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |