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THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST
Plan identification number 003

THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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

THOMAS W. BEATTIE, D.D.S., M.S. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS W. BEATTIE, D.D.S., M.S.
Employer identification number (EIN):311040401
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-01-01THOMAS W. BEATTIE THOMAS W. BEATTIE2018-01-27
0032016-01-01THOMAS W. BEATTIE THOMAS W. BEATTIE2017-06-22
0032015-01-01THOMAS W. BEATTIE THOMAS W. BEATTIE2016-08-15
0032014-01-01THOMAS W. BEATTIE THOMAS W. BEATTIE2015-09-25
0032013-01-01THOMAS W. BEATTIE THOMAS W. BEATTIE2014-06-20
0032012-01-01THOMAS W. BEATTIE THOMAS W. BEATTIE2013-05-29
0032011-01-01THOMAS W. BEATTIE THOMAS W. BEATTIE2012-06-04
0032010-01-01THOMAS W. BEATTIE THOMAS W. BEATTIE2011-07-25
0032009-01-01THOMAS W. BEATTIE THOMAS W. BEATTIE2010-10-15

Financial Data on THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST

Measure Date Value
2017 : THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$131,088
Expenses. Total of all expenses incurred2017-12-31$3,340,156
Benefits paid (including direct rollovers)2017-12-31$3,340,156
Total plan assets at beginning of year2017-12-31$3,209,068
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$0
Other income received2017-12-31$131,088
Net income (gross income less expenses)2017-12-31$-3,209,068
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,209,068
Total contributions received or receivable from employer(s)2017-12-31$0
2016 : THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$250,003
Total plan assets at end of year2016-12-31$3,209,068
Total plan assets at beginning of year2016-12-31$2,959,065
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$43,275
Other income received2016-12-31$199,800
Net income (gross income less expenses)2016-12-31$250,003
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,209,068
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,959,065
Total contributions received or receivable from employer(s)2016-12-31$6,928
2015 : THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$64,505
Total plan assets at end of year2015-12-31$2,959,065
Total plan assets at beginning of year2015-12-31$2,894,560
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$41,080
Other income received2015-12-31$15,253
Net income (gross income less expenses)2015-12-31$64,505
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,959,065
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,894,560
Total contributions received or receivable from employer(s)2015-12-31$8,172
2014 : THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$473,781
Expenses. Total of all expenses incurred2014-12-31$26,575
Benefits paid (including direct rollovers)2014-12-31$26,575
Total plan assets at end of year2014-12-31$2,894,560
Total plan assets at beginning of year2014-12-31$2,447,354
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$37,640
Contributions received from other sources (not participants or employers)2014-12-31$267,535
Other income received2014-12-31$160,869
Net income (gross income less expenses)2014-12-31$447,206
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,894,560
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,447,354
Total contributions received or receivable from employer(s)2014-12-31$7,737
2013 : THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$435,012
Expenses. Total of all expenses incurred2013-12-31$5,088
Benefits paid (including direct rollovers)2013-12-31$5,088
Total plan assets at end of year2013-12-31$2,447,354
Total plan assets at beginning of year2013-12-31$2,017,430
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$37,640
Other income received2013-12-31$388,321
Net income (gross income less expenses)2013-12-31$429,924
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,447,354
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,017,430
Total contributions received or receivable from employer(s)2013-12-31$9,051
2012 : THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$235,539
Total plan assets at end of year2012-12-31$2,017,430
Total plan assets at beginning of year2012-12-31$1,781,891
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$35,760
Other income received2012-12-31$190,101
Net income (gross income less expenses)2012-12-31$235,539
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,017,430
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,781,891
Total contributions received or receivable from employer(s)2012-12-31$9,678
2011 : THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$66,524
Total plan assets at end of year2011-12-31$1,781,891
Total plan assets at beginning of year2011-12-31$1,715,367
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$34,045
Other income received2011-12-31$22,764
Net income (gross income less expenses)2011-12-31$66,524
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,781,891
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,715,367
Total contributions received or receivable from employer(s)2011-12-31$9,715
2010 : THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$230,687
Total plan assets at end of year2010-12-31$1,715,367
Total plan assets at beginning of year2010-12-31$1,484,680
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$32,500
Other income received2010-12-31$188,517
Net income (gross income less expenses)2010-12-31$230,687
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,715,367
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,484,680
Total contributions received or receivable from employer(s)2010-12-31$9,670

Form 5500 Responses for THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST

2017: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 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: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 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: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THOMAS W. BEATTIE, D.D.S., M.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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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