Logo

KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameKENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST Benefits

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

KENNETH E. CARPENTER, DDS, MS, PC has sponsored the creation of one or more 401k plans.

Company Name:KENNETH E. CARPENTER, DDS, MS, PC
Employer identification number (EIN):202273689
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01KENNETH E. CARPENTER, DDS, MS KENNETH E. CARPENTER, DDS, MS2016-10-18
0012014-01-01KENNETH E. CARPENTER, DDS, MS KENNETH E. CARPENTER, DDS, MS2015-07-10
0012013-01-01KENNETH E. CARPENTER, DDS, MS KENNETH E. CARPENTER, DDS, MS2014-07-25
0012012-01-01KENNETH E. CARPENTER, DDS, MS, PC KENNETH E. CARPENTER, DDS, MS2013-06-23
0012011-01-01KENNETH E. CARPENTER, DDS, MS, PC KENNETH E. CARPENTER, DDS, MS2012-08-22
0012009-01-01KENNETH E. CARPENTER, DDS, MS KENNETH E. CARPENTER, DDS, MS2010-07-28

Financial Data on KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015 : KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$6,681
Expenses. Total of all expenses incurred2015-12-31$15,447
Benefits paid (including direct rollovers)2015-12-31$15,569
Total plan assets at end of year2015-12-31$428,925
Total plan assets at beginning of year2015-12-31$437,691
Expenses. Other expenses not covered elsewhere2015-12-31$-122
Other income received2015-12-31$6,681
Net income (gross income less expenses)2015-12-31$-8,766
Net plan assets at end of year (total assets less liabilities)2015-12-31$428,925
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$437,691
2014 : KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$41,574
Expenses. Total of all expenses incurred2014-12-31$16,193
Benefits paid (including direct rollovers)2014-12-31$16,069
Total plan assets at end of year2014-12-31$437,691
Total plan assets at beginning of year2014-12-31$412,310
Expenses. Other expenses not covered elsewhere2014-12-31$65
Other income received2014-12-31$34,698
Net income (gross income less expenses)2014-12-31$25,381
Net plan assets at end of year (total assets less liabilities)2014-12-31$437,691
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$412,310
Total contributions received or receivable from employer(s)2014-12-31$6,876
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$59
2013 : KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$77,152
Expenses. Total of all expenses incurred2013-12-31$3,414
Benefits paid (including direct rollovers)2013-12-31$3,305
Total plan assets at end of year2013-12-31$412,310
Total plan assets at beginning of year2013-12-31$338,572
Expenses. Other expenses not covered elsewhere2013-12-31$85
Other income received2013-12-31$69,138
Net income (gross income less expenses)2013-12-31$73,738
Net plan assets at end of year (total assets less liabilities)2013-12-31$412,310
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$338,572
Total contributions received or receivable from employer(s)2013-12-31$8,014
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$24
2012 : KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$38,960
Total plan assets at end of year2012-12-31$338,572
Total plan assets at beginning of year2012-12-31$299,612
Other income received2012-12-31$33,127
Net income (gross income less expenses)2012-12-31$38,960
Net plan assets at end of year (total assets less liabilities)2012-12-31$338,572
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$299,612
Total contributions received or receivable from employer(s)2012-12-31$5,833
2011 : KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-1,530
Expenses. Total of all expenses incurred2011-12-31$7,775
Benefits paid (including direct rollovers)2011-12-31$7,775
Total plan assets at end of year2011-12-31$299,612
Total plan assets at beginning of year2011-12-31$308,917
Other income received2011-12-31$-6,756
Net income (gross income less expenses)2011-12-31$-9,305
Net plan assets at end of year (total assets less liabilities)2011-12-31$299,612
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$308,917
Total contributions received or receivable from employer(s)2011-12-31$5,226

Form 5500 Responses for KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST

2015: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KENNETH E. CARPENTER, D.D.S. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number016170083
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number016170083
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number016170083
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number016170083
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number016170083
Policy instance 1

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1