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ROBERT J. BRAY, DDS, MS, PA 401K PLAN 401k Plan overview

Plan NameROBERT J. BRAY, DDS, MS, PA 401K PLAN
Plan identification number 001

ROBERT J. BRAY, DDS, MS, PA 401K 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
  • 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.
  • 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 J. BRAY, DDS, MS, PA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. BRAY, DDS, MS, PA
Employer identification number (EIN):222269410
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. BRAY, DDS, MS, PA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT TARBY2023-08-22 ROBERT TARBY2023-08-22
0012021-01-01ROBERT BRAY2022-07-14
0012020-01-01ROBERT BRAY2021-03-23
0012019-01-01ROBERT BRAY2020-06-03
0012018-01-01ROBERT BRAY2019-05-30
0012017-01-01ROBERT BRAY2018-06-20
0012016-01-01ROBERT BRAY2017-04-03
0012015-01-01ROBERT BRAY2016-02-25
0012014-01-01ROBERT BRAY2015-03-20
0012013-01-01ROBERT BRAY
0012012-01-01ROBERT BRAY
0012011-01-01ROBERT BRAY
0012010-01-01MARY JO HARTMAN2011-10-10
0012009-01-01MARY JO HARTMAN

Plan Statistics for ROBERT J. BRAY, DDS, MS, PA 401K PLAN

401k plan membership statisitcs for ROBERT J. BRAY, DDS, MS, PA 401K PLAN

Measure Date Value
2013: ROBERT J. BRAY, DDS, MS, PA 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0125
Number of participants with account balances2013-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT J. BRAY, DDS, MS, PA 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0143
Total number of active participants reported on line 7a of the Form 55002012-01-0122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0136
Total participants2012-01-0136
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: ROBERT J. BRAY, DDS, MS, PA 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0143
Number of participants with account balances2011-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT J. BRAY, DDS, MS, PA 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0132
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on ROBERT J. BRAY, DDS, MS, PA 401K PLAN

Measure Date Value
2013 : ROBERT J. BRAY, DDS, MS, PA 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$400,497
Expenses. Total of all expenses incurred2013-12-31$961
Benefits paid (including direct rollovers)2013-12-31$961
Total plan assets at end of year2013-12-31$2,337,190
Total plan assets at beginning of year2013-12-31$1,937,654
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$85,741
Other income received2013-12-31$264,171
Net income (gross income less expenses)2013-12-31$399,536
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,337,190
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,937,654
Total contributions received or receivable from employer(s)2013-12-31$50,585
2012 : ROBERT J. BRAY, DDS, MS, PA 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$413,110
Expenses. Total of all expenses incurred2012-12-31$54,334
Benefits paid (including direct rollovers)2012-12-31$54,334
Total plan assets at end of year2012-12-31$1,937,654
Total plan assets at beginning of year2012-12-31$1,578,878
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$55,474
Contributions received from other sources (not participants or employers)2012-12-31$154,505
Other income received2012-12-31$155,430
Net income (gross income less expenses)2012-12-31$358,776
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,937,654
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,578,878
Total contributions received or receivable from employer(s)2012-12-31$47,701
2011 : ROBERT J. BRAY, DDS, MS, PA 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$118,141
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,567,113
Total plan assets at beginning of year2011-12-31$1,448,972
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$52,565
Other income received2011-12-31$60,079
Net income (gross income less expenses)2011-12-31$118,141
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,567,113
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,448,972
Total contributions received or receivable from employer(s)2011-12-31$58,062

Form 5500 Responses for ROBERT J. BRAY, DDS, MS, PA 401K PLAN

2013: ROBERT J. BRAY, DDS, MS, PA 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT J. BRAY, DDS, MS, PA 401K 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 J. BRAY, DDS, MS, PA 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2009: ROBERT J. BRAY, DDS, MS, PA 401K PLAN 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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