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OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameOKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Life insurance

401k Sponsoring company profile

OKUN DENTISTRY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:OKUN DENTISTRY, P.C.
Employer identification number (EIN):860259033
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRUCE OKUN2022-08-23 BRUCE OKUN2022-08-23
0012021-01-01BRUCE OKUN2022-03-11 BRUCE OKUN2022-03-11
0012020-01-01BRUCE OKUN2021-02-08 BRUCE OKUN2021-02-08
0012019-01-01BRUCE OKUN2020-02-21 BRUCE OKUN2020-02-21
0012018-01-01
0012017-10-01
0012016-10-01
0012015-10-01
0012014-10-01BRUCE OKUN
0012013-10-01BRUCE OKUN
0012012-10-01BRUCE OKUN BRUCE OKUN2013-12-03
0012011-10-01BRUCE OKUN
0012010-10-01BRUCE OKUN
0012009-10-01BRUCE OKUN

Plan Statistics for OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0115
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-0114
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0115
Number of participants with account balances2021-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0114
Number of participants with account balances2020-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0112
Number of participants with account balances2019-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112
Number of participants with account balances2018-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-0111
Total number of active participants reported on line 7a of the Form 55002017-10-0110
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-011
Total of all active and inactive participants2017-10-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0111
Number of participants with account balances2017-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-0111
Total number of active participants reported on line 7a of the Form 55002016-10-0110
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-011
Total of all active and inactive participants2016-10-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-0111
Number of participants with account balances2016-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-019
Total number of active participants reported on line 7a of the Form 55002015-10-018
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-011
Total of all active and inactive participants2015-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-019
Number of participants with account balances2015-10-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-019
Total number of active participants reported on line 7a of the Form 55002014-10-018
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-018
Number of participants with account balances2014-10-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-011
2013: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-018
Total number of active participants reported on line 7a of the Form 55002013-10-019
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-019
Number of participants with account balances2013-10-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-018
Total number of active participants reported on line 7a of the Form 55002012-10-017
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-011
Total of all active and inactive participants2012-10-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-018
Number of participants with account balances2012-10-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-018
Total number of active participants reported on line 7a of the Form 55002011-10-018
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-018
Number of participants with account balances2011-10-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-10-019
Total number of active participants reported on line 7a of the Form 55002010-10-018
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-018
Number of participants with account balances2010-10-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-0110
Total number of active participants reported on line 7a of the Form 55002009-10-018
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-011
Total of all active and inactive participants2009-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-019
Number of participants with account balances2009-10-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-07-31$-96,194
Expenses. Total of all expenses incurred2022-07-31$2,348,253
Benefits paid (including direct rollovers)2022-07-31$2,338,690
Total plan assets at end of year2022-07-31$0
Total plan assets at beginning of year2022-07-31$2,444,447
Value of fidelity bond covering the plan2022-07-31$580,000
Other income received2022-07-31$-96,194
Net income (gross income less expenses)2022-07-31$-2,444,447
Net plan assets at end of year (total assets less liabilities)2022-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-07-31$2,444,447
Assets. Value of assets in partnership/joint-venture interests2022-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-07-31$9,563
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-07-31$0
2021 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$381,335
Expenses. Total of all expenses incurred2021-12-31$145,974
Benefits paid (including direct rollovers)2021-12-31$129,616
Total plan assets at end of year2021-12-31$2,444,447
Total plan assets at beginning of year2021-12-31$2,209,086
Value of fidelity bond covering the plan2021-12-31$580,000
Other income received2021-12-31$277,368
Net income (gross income less expenses)2021-12-31$235,361
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,444,447
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,209,086
Assets. Value of assets in partnership/joint-venture interests2021-12-31$30,806
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$103,967
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$16,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$147,419
Expenses. Total of all expenses incurred2020-12-31$190,330
Benefits paid (including direct rollovers)2020-12-31$173,281
Total plan assets at end of year2020-12-31$2,209,086
Total plan assets at beginning of year2020-12-31$2,251,997
Value of fidelity bond covering the plan2020-12-31$580,000
Other income received2020-12-31$55,863
Net income (gross income less expenses)2020-12-31$-42,911
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,209,086
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,251,997
Assets. Value of assets in partnership/joint-venture interests2020-12-31$35,000
Assets. Value of real-estate (other than employer real property)2020-12-31$9,000
Total contributions received or receivable from employer(s)2020-12-31$91,556
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$17,049
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$207,882
Expenses. Total of all expenses incurred2019-12-31$203,818
Benefits paid (including direct rollovers)2019-12-31$185,288
Total plan assets at end of year2019-12-31$2,251,997
Total plan assets at beginning of year2019-12-31$2,247,933
Value of fidelity bond covering the plan2019-12-31$580,000
Other income received2019-12-31$142,551
Net income (gross income less expenses)2019-12-31$4,064
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,251,997
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,247,933
Assets. Value of assets in partnership/joint-venture interests2019-12-31$35,000
Assets. Value of real-estate (other than employer real property)2019-12-31$17,423
Total contributions received or receivable from employer(s)2019-12-31$65,331
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$18,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$-95,038
Expenses. Total of all expenses incurred2018-12-31$119,344
Benefits paid (including direct rollovers)2018-12-31$100,000
Total plan assets at end of year2018-12-31$2,247,933
Total plan assets at beginning of year2018-12-31$2,462,315
Value of fidelity bond covering the plan2018-12-31$600,000
Other income received2018-12-31$-150,888
Net income (gross income less expenses)2018-12-31$-214,382
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,247,933
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,462,315
Assets. Value of assets in partnership/joint-venture interests2018-12-31$75,000
Assets. Value of real-estate (other than employer real property)2018-12-31$17,423
Total contributions received or receivable from employer(s)2018-12-31$55,850
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$19,344
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$97,382
Expenses. Total of all expenses incurred2017-12-31$9,942
Total plan assets at end of year2017-12-31$2,462,315
Total plan assets at beginning of year2017-12-31$2,374,875
Value of fidelity bond covering the plan2017-12-31$600,000
Other income received2017-12-31$83,009
Net income (gross income less expenses)2017-12-31$87,440
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,462,315
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,374,875
Assets. Value of assets in partnership/joint-venture interests2017-12-31$75,000
Assets. Value of real-estate (other than employer real property)2017-12-31$17,423
Total contributions received or receivable from employer(s)2017-12-31$14,373
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,942
Total income from all sources2017-09-30$323,357
Expenses. Total of all expenses incurred2017-09-30$10,417
Total plan assets at end of year2017-09-30$2,374,875
Total plan assets at beginning of year2017-09-30$2,061,935
Value of fidelity bond covering the plan2017-09-30$600,000
Other income received2017-09-30$257,209
Net income (gross income less expenses)2017-09-30$312,940
Net plan assets at end of year (total assets less liabilities)2017-09-30$2,374,875
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$2,061,935
Assets. Value of assets in partnership/joint-venture interests2017-09-30$75,000
Assets. Value of real-estate (other than employer real property)2017-09-30$30,325
Total contributions received or receivable from employer(s)2017-09-30$66,148
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$10,417
2016 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-09-30$247,172
Expenses. Total of all expenses incurred2016-09-30$21,672
Benefits paid (including direct rollovers)2016-09-30$11,090
Total plan assets at end of year2016-09-30$2,061,935
Total plan assets at beginning of year2016-09-30$1,836,435
Value of fidelity bond covering the plan2016-09-30$593,407
Expenses. Other expenses not covered elsewhere2016-09-30$7,882
Other income received2016-09-30$188,797
Net income (gross income less expenses)2016-09-30$225,500
Net plan assets at end of year (total assets less liabilities)2016-09-30$2,061,935
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,836,435
Assets. Value of assets in partnership/joint-venture interests2016-09-30$75,000
Assets. Value of real-estate (other than employer real property)2016-09-30$30,325
Total contributions received or receivable from employer(s)2016-09-30$58,375
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$2,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-09-30$-101,691
Expenses. Total of all expenses incurred2015-09-30$11,851
Total plan assets at end of year2015-09-30$1,836,435
Total plan assets at beginning of year2015-09-30$1,949,977
Value of fidelity bond covering the plan2015-09-30$600,000
Expenses. Other expenses not covered elsewhere2015-09-30$2,500
Other income received2015-09-30$-163,545
Net income (gross income less expenses)2015-09-30$-113,542
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,836,435
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,949,977
Assets. Value of assets in partnership/joint-venture interests2015-09-30$75,000
Assets. Value of real-estate (other than employer real property)2015-09-30$39,221
Total contributions received or receivable from employer(s)2015-09-30$61,854
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$9,351
2014 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-09-30$185,429
Expenses. Total of all expenses incurred2014-09-30$8,362
Total plan assets at end of year2014-09-30$1,949,977
Total plan assets at beginning of year2014-09-30$1,772,910
Value of fidelity bond covering the plan2014-09-30$600,000
Other income received2014-09-30$123,363
Net income (gross income less expenses)2014-09-30$177,067
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,949,977
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,772,910
Assets. Value of assets in partnership/joint-venture interests2014-09-30$75,000
Assets. Value of real-estate (other than employer real property)2014-09-30$39,221
Total contributions received or receivable from employer(s)2014-09-30$62,066
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$8,362
2013 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-09-30$215,193
Expenses. Total of all expenses incurred2013-09-30$10,842
Total plan assets at end of year2013-09-30$1,772,910
Total plan assets at beginning of year2013-09-30$1,568,559
Value of fidelity bond covering the plan2013-09-30$500,000
Other income received2013-09-30$161,287
Net income (gross income less expenses)2013-09-30$204,351
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,772,910
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,568,559
Assets. Value of assets in partnership/joint-venture interests2013-09-30$121,560
Assets. Value of real-estate (other than employer real property)2013-09-30$39,221
Total contributions received or receivable from employer(s)2013-09-30$53,906
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$10,842
2012 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-09-30$91,570
Expenses. Total of all expenses incurred2012-09-30$5,740
Total plan assets at end of year2012-09-30$1,568,559
Total plan assets at beginning of year2012-09-30$1,482,729
Value of fidelity bond covering the plan2012-09-30$500,000
Assets. Value of loans (other than to participants)2012-09-30$0
Expenses. Other expenses not covered elsewhere2012-09-30$788
Other income received2012-09-30$33,387
Net income (gross income less expenses)2012-09-30$85,830
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,568,559
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,482,729
Assets. Value of assets in partnership/joint-venture interests2012-09-30$75,000
Assets. Value of real-estate (other than employer real property)2012-09-30$39,221
Total contributions received or receivable from employer(s)2012-09-30$58,183
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$4,952
2011 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-09-30$60,497
Expenses. Total of all expenses incurred2011-09-30$36,104
Benefits paid (including direct rollovers)2011-09-30$26,915
Total plan assets at end of year2011-09-30$1,482,729
Total plan assets at beginning of year2011-09-30$1,458,336
Value of fidelity bond covering the plan2011-09-30$500,000
Assets. Value of loans (other than to participants)2011-09-30$120,000
Expenses. Other expenses not covered elsewhere2011-09-30$789
Other income received2011-09-30$16,586
Net income (gross income less expenses)2011-09-30$24,393
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,482,729
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,458,336
Assets. Value of assets in partnership/joint-venture interests2011-09-30$75,000
Assets. Value of real-estate (other than employer real property)2011-09-30$39,221
Total contributions received or receivable from employer(s)2011-09-30$43,911
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$8,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST

2022: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 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 filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 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: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 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: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 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: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 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: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: OKUN DENTISTRY, P.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberE740
Policy instance 1
Insurance contract or identification numberE740
Number of Individuals Covered0
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberE740
Policy instance 1
Insurance contract or identification numberE740
Number of Individuals Covered1
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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