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401(K) PLAN FOR DAVID B. PETERSON, INC. 401k Plan overview

Plan Name401(K) PLAN FOR DAVID B. PETERSON, INC.
Plan identification number 001

401(K) PLAN FOR DAVID B. PETERSON, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

DAVID B. PETERSON, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID B. PETERSON, INC.
Employer identification number (EIN):204525505
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PLAN FOR DAVID B. PETERSON, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01DAVID PETERSON2021-11-03
0012020-01-01DAVID PETERSON2021-07-14
0012019-01-01DAVID PETERSON2020-09-24
0012018-01-01DAVID PETERSON2019-10-10
0012017-01-01DAVID PETERSON2018-10-03
0012016-01-01DAVID PETERSON2017-10-10
0012015-01-01DAVID PETERSON2016-07-22
0012014-01-01DAVID PETERSON2015-06-30
0012013-01-01DAVID PETERSON2014-07-22
0012012-01-01DAVID PETERSON2013-05-17
0012011-01-01DAVID PETERSON2012-05-03
0012009-01-01DAVID PETERSON

Financial Data on 401(K) PLAN FOR DAVID B. PETERSON, INC.

Measure Date Value
2010 : 401(K) PLAN FOR DAVID B. PETERSON, INC. 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$96,756
Expenses. Total of all expenses incurred2010-12-31$165,065
Benefits paid (including direct rollovers)2010-12-31$165,065
Total plan assets at end of year2010-12-31$430,909
Total plan assets at beginning of year2010-12-31$499,218
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$42,410
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$45,406
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-68,309
Net plan assets at end of year (total assets less liabilities)2010-12-31$430,909
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$499,218
Total contributions received or receivable from employer(s)2010-12-31$8,940
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for 401(K) PLAN FOR DAVID B. PETERSON, INC.

2009: 401(K) PLAN FOR DAVID B. PETERSON, INC. 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

Potentially related plans

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