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ROBERT F. TREADO, DMD PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT F. TREADO, DMD PROFIT SHARING PLAN
Plan identification number 001

ROBERT F. TREADO, DMD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROBERT F. TREADO, DMD has sponsored the creation of one or more 401k plans.

Company Name:ROBERT F. TREADO, DMD
Employer identification number (EIN):061029619
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT F. TREADO, DMD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT TREADO2023-07-11
0012021-01-01ROBERT F. TREADO2022-07-20 ROBERT F TREADO2022-07-20
0012020-01-01ROBERT F. TREADO2021-06-30 ROBERT F TREADO2021-06-30
0012019-01-01ROBERT F. TREADO2020-06-01
0012018-01-01ROBERT F. TREADO2019-05-16
0012017-01-01ROBERT F. TREADO2018-08-16
0012016-01-01ROBERT F. TREADO2017-05-19 ROBERT F. TREADO2017-05-19
0012015-01-01ROBERT F. TREADO2016-08-17
0012014-01-01ROBERT F. TREADO2015-07-29
0012013-01-01ROBERT F. TREADO, DMD
0012012-01-01ROBERT F. TREADO, DMD
0012011-01-01ROBERT F. TREADO, DMD
0012009-01-01ROBERT F. TREADO, DMD

Plan Statistics for ROBERT F. TREADO, DMD PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT F. TREADO, DMD PROFIT SHARING PLAN

Measure Date Value
2013: ROBERT F. TREADO, DMD 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 55002013-01-013
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT F. TREADO, DMD 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
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT F. TREADO, DMD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT F. TREADO, DMD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on ROBERT F. TREADO, DMD PROFIT SHARING PLAN

Measure Date Value
2013 : ROBERT F. TREADO, DMD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$482,279
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$2,501,216
Total plan assets at beginning of year2013-12-31$2,018,937
Other income received2013-12-31$418,653
Net income (gross income less expenses)2013-12-31$482,279
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,501,216
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,018,937
Total contributions received or receivable from employer(s)2013-12-31$63,626
2012 : ROBERT F. TREADO, DMD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$287,002
Total plan assets at end of year2012-12-31$2,018,937
Total plan assets at beginning of year2012-12-31$1,731,935
Other income received2012-12-31$224,396
Net income (gross income less expenses)2012-12-31$287,002
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,018,937
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,731,935
Total contributions received or receivable from employer(s)2012-12-31$62,606
2011 : ROBERT F. TREADO, DMD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-10,128
Expenses. Total of all expenses incurred2011-12-31$75
Total plan assets at end of year2011-12-31$1,731,935
Total plan assets at beginning of year2011-12-31$1,742,138
Expenses. Other expenses not covered elsewhere2011-12-31$75
Other income received2011-12-31$-71,701
Net income (gross income less expenses)2011-12-31$-10,203
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,731,935
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,742,138
Total contributions received or receivable from employer(s)2011-12-31$61,573
2010 : ROBERT F. TREADO, DMD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$268,117
Total plan assets at end of year2010-12-31$1,742,138
Total plan assets at beginning of year2010-12-31$1,474,021
Other income received2010-12-31$206,045
Net income (gross income less expenses)2010-12-31$268,117
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,742,138
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,474,021
Total contributions received or receivable from employer(s)2010-12-31$62,072

Form 5500 Responses for ROBERT F. TREADO, DMD PROFIT SHARING PLAN

2013: ROBERT F. TREADO, DMD 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: ROBERT F. TREADO, DMD 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: ROBERT F. TREADO, DMD 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: ROBERT F. TREADO, DMD 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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