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CHARLES G. STONE, JR., D.D.S., P.C. RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCHARLES G. STONE, JR., D.D.S., P.C. RETIREMENT PLAN & TRUST
Plan identification number 001

CHARLES G. STONE, JR., D.D.S., P.C. RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

CHARLES G. STONE, JR., D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES G. STONE, JR., D.D.S., P.C.
Employer identification number (EIN):270205419
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about CHARLES G. STONE, JR., D.D.S., P.C.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-05-18
Company Identification Number: 0801124499
Legal Registered Office Address: 2550 ELKTON TRL

TYLER
United States of America (USA)
75703

More information about CHARLES G. STONE, JR., D.D.S., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES G. STONE, JR., D.D.S., P.C. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01CHARLES G. STONE, JR., D.D.S.2012-08-22

Financial Data on CHARLES G. STONE, JR., D.D.S., P.C. RETIREMENT PLAN & TRUST

Measure Date Value
2010 : CHARLES G. STONE, JR., D.D.S., P.C. RETIREMENT PLAN & TRUST 2010 401k financial data
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$94,728
Expenses. Total of all expenses incurred2010-12-31$245
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$94,483
Total plan assets at beginning of year2010-12-31$0
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$42,313
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$4,767
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$94,483
Net plan assets at end of year (total assets less liabilities)2010-12-31$94,483
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$47,648
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$245

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