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JOHN H. TWIST, DDS SERP 401k Plan overview

Plan NameJOHN H. TWIST, DDS SERP
Plan identification number 001

JOHN H. TWIST, DDS SERP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN H. TWIST, DDS has sponsored the creation of one or more 401k plans.

Company Name:JOHN H. TWIST, DDS
Employer identification number (EIN):160906059
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN H. TWIST, DDS SERP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01DAVID PETRICK
0012012-01-01DAVID PETRICK
0012011-01-01DAVID PETRICK
0012010-01-01DAVID PETRICK
0012009-01-01DAVID PETRICK

Plan Statistics for JOHN H. TWIST, DDS SERP

401k plan membership statisitcs for JOHN H. TWIST, DDS SERP

Measure Date Value
2013: JOHN H. TWIST, DDS SERP 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
2012: JOHN H. TWIST, DDS SERP 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
2011: JOHN H. TWIST, DDS SERP 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
2010: JOHN H. TWIST, DDS SERP 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
2009: JOHN H. TWIST, DDS SERP 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on JOHN H. TWIST, DDS SERP

Measure Date Value
2013 : JOHN H. TWIST, DDS SERP 2013 401k financial data
Total plan assets at end of year2013-12-31$0
Total plan assets at beginning of year2013-12-31$0
Net plan assets at end of year (total assets less liabilities)2013-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
2012 : JOHN H. TWIST, DDS SERP 2012 401k financial data
Total income from all sources2012-12-31$12,295
Expenses. Total of all expenses incurred2012-12-31$595,798
Benefits paid (including direct rollovers)2012-12-31$595,798
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$583,503
Other income received2012-12-31$12,295
Net income (gross income less expenses)2012-12-31$-583,503
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$583,503
2011 : JOHN H. TWIST, DDS SERP 2011 401k financial data
Total income from all sources2011-12-31$11,074
Expenses. Total of all expenses incurred2011-12-31$39,871
Benefits paid (including direct rollovers)2011-12-31$26,733
Total plan assets at end of year2011-12-31$583,503
Total plan assets at beginning of year2011-12-31$612,300
Expenses. Other expenses not covered elsewhere2011-12-31$11,885
Other income received2011-12-31$11,074
Net income (gross income less expenses)2011-12-31$-28,797
Net plan assets at end of year (total assets less liabilities)2011-12-31$583,503
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$612,300
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,253
2010 : JOHN H. TWIST, DDS SERP 2010 401k financial data
Total income from all sources2010-12-31$45,298
Expenses. Total of all expenses incurred2010-12-31$26,034
Benefits paid (including direct rollovers)2010-12-31$24,918
Total plan assets at end of year2010-12-31$612,300
Total plan assets at beginning of year2010-12-31$593,036
Total contributions received or receivable from participants2010-12-31$3,094
Other income received2010-12-31$42,204
Net income (gross income less expenses)2010-12-31$19,264
Net plan assets at end of year (total assets less liabilities)2010-12-31$612,300
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$593,036
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,116

Form 5500 Responses for JOHN H. TWIST, DDS SERP

2013: JOHN H. TWIST, DDS SERP 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 filingYes
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: JOHN H. TWIST, DDS SERP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN H. TWIST, DDS SERP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN H. TWIST, DDS SERP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN H. TWIST, DDS SERP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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