CHILDRESS & MEYER, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EAST BRAINERD ORAL SURGERY RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2014: EAST BRAINERD ORAL SURGERY RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
| Total of all active and inactive participants | 2014-01-01 | 11 |
| Total participants | 2014-01-01 | 11 |
| Number of participants with account balances | 2014-01-01 | 11 |
| 2013: EAST BRAINERD ORAL SURGERY RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Total participants | 2013-01-01 | 5 |
| Number of participants with account balances | 2013-01-01 | 5 |
| 2012: EAST BRAINERD ORAL SURGERY RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2014 : EAST BRAINERD ORAL SURGERY RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $133,218 |
| Total plan assets at end of year | 2014-12-31 | $379,471 |
| Total plan assets at beginning of year | 2014-12-31 | $246,253 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $41,024 |
| Other income received | 2014-12-31 | $8,632 |
| Net income (gross income less expenses) | 2014-12-31 | $133,218 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $379,471 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $246,253 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $83,562 |
| 2013 : EAST BRAINERD ORAL SURGERY RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $134,840 |
| Total plan assets at end of year | 2013-12-31 | $246,253 |
| Total plan assets at beginning of year | 2013-12-31 | $111,413 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $42,538 |
| Other income received | 2013-12-31 | $10,114 |
| Net income (gross income less expenses) | 2013-12-31 | $134,840 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $246,253 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $111,413 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $82,188 |
| 2012 : EAST BRAINERD ORAL SURGERY RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $111,413 |
| Total plan assets at end of year | 2012-12-31 | $111,413 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Total contributions received or receivable from participants | 2012-12-31 | $39,856 |
| Other income received | 2012-12-31 | $392 |
| Net income (gross income less expenses) | 2012-12-31 | $111,413 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $111,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $71,165 |
| 2014: EAST BRAINERD ORAL SURGERY RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EAST BRAINERD ORAL SURGERY RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EAST BRAINERD ORAL SURGERY RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 945981-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 945981-01 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,191 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $741 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES IZETT - IFG LLC |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 945981-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 945981-01 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $426 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $426 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES IZETT |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 945981-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 945981-01 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $10 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES IZETT |
|
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