401k Plan data: JOHN S. MOTT, DDS 401(K) PLAN plan

JOHN S. MOTT, DDS 401(K) PLAN 401k Plan overview

Plan Name	JOHN S. MOTT, DDS 401(K) PLAN
Plan identification number	002

JOHN S. MOTT, DDS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan covering Self-Employed individuals.
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.

401k Sponsoring company profile

JOHN S. MOTT, DDS has sponsored the creation of one or more 401k plans.

Company Name: JOHN S. MOTT, DDS

Employer identification number (EIN): 043028136

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN S. MOTT, DDS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 JOHN S. MOTT 2014-12-13
002 2013-01-01 JOHN S. MOTT
002 2012-01-01 JOHN MOTT
002 2011-01-01 JOHN MOTT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2014-01-01	JOHN S. MOTT	2014-12-13
002	2013-01-01	JOHN S. MOTT
002	2012-01-01	JOHN MOTT
002	2011-01-01	JOHN MOTT

Plan Statistics for JOHN S. MOTT, DDS 401(K) PLAN

401k plan membership statisitcs for JOHN S. MOTT, DDS 401(K) PLAN

Measure Date Value
2013: JOHN S. MOTT, DDS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN S. MOTT, DDS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: JOHN S. MOTT, DDS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9

Measure	Date	Value
2013: JOHN S. MOTT, DDS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN S. MOTT, DDS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: JOHN S. MOTT, DDS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9

Financial Data on JOHN S. MOTT, DDS 401(K) PLAN

Measure	Date	Value
2013 : JOHN S. MOTT, DDS 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$156,918
Expenses. Total of all expenses incurred	2013-12-31	$741
Total plan assets at end of year	2013-12-31	$740,201
Total plan assets at beginning of year	2013-12-31	$584,024
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$37,036
Other income received	2013-12-31	$71,006
Net income (gross income less expenses)	2013-12-31	$156,177
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$740,201
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$584,024
Total contributions received or receivable from employer(s)	2013-12-31	$48,876
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$741
2012 : JOHN S. MOTT, DDS 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$131,884
Expenses. Total of all expenses incurred	2012-12-31	$1,148
Benefits paid (including direct rollovers)	2012-12-31	$902
Total plan assets at end of year	2012-12-31	$584,024
Total plan assets at beginning of year	2012-12-31	$453,288
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$36,190
Other income received	2012-12-31	$52,404
Net income (gross income less expenses)	2012-12-31	$130,736
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$584,024
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$453,288
Total contributions received or receivable from employer(s)	2012-12-31	$43,290
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JOHN S. MOTT, DDS 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$453,288
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$453,288
Total plan assets at beginning of year	2011-12-31	$0
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$31,932
Contributions received from other sources (not participants or employers)	2011-12-31	$384,837
Other income received	2011-12-31	$-9,421
Net income (gross income less expenses)	2011-12-31	$453,288
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$453,288
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$45,940

Form 5500 Responses for JOHN S. MOTT, DDS 401(K) PLAN

2013: JOHN S. MOTT, DDS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN S. MOTT, DDS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN S. MOTT, DDS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JOHN S. MOTT, DDS
Employer identification number (EIN):	043028136
NAIC Classification:	621210
NAIC Description:	Offices of Dentists