THOMAS W. BEATTIE, D.D.S., M.S. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST
401k plan membership statisitcs for THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST
Measure | Date | Value |
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2017: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
2016: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 5 |
2015: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 5 |
2014: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
2013: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
2012: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 5 |
2011: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 5 |
2010: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Total participants | 2010-01-01 | 5 |
2009: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 5 |
Measure | Date | Value |
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2017 : THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $131,088 |
Expenses. Total of all expenses incurred | 2017-12-31 | $3,340,156 |
Benefits paid (including direct rollovers) | 2017-12-31 | $3,340,156 |
Total plan assets at beginning of year | 2017-12-31 | $3,209,068 |
Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $250,003 |
Total plan assets at end of year | 2016-12-31 | $3,209,068 |
Total plan assets at beginning of year | 2016-12-31 | $2,959,065 |
Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
Total contributions received or receivable from participants | 2016-12-31 | $43,275 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $64,505 |
Total plan assets at end of year | 2015-12-31 | $2,959,065 |
Total plan assets at beginning of year | 2015-12-31 | $2,894,560 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $41,080 |
Other income received | 2015-12-31 | $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 |
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Total income from all sources | 2014-12-31 | $473,781 |
Expenses. Total of all expenses incurred | 2014-12-31 | $26,575 |
Benefits paid (including direct rollovers) | 2014-12-31 | $26,575 |
Total plan assets at end of year | 2014-12-31 | $2,894,560 |
Total plan assets at beginning of year | 2014-12-31 | $2,447,354 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $37,640 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $267,535 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $435,012 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,088 |
Benefits paid (including direct rollovers) | 2013-12-31 | $5,088 |
Total plan assets at end of year | 2013-12-31 | $2,447,354 |
Total plan assets at beginning of year | 2013-12-31 | $2,017,430 |
Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
Total contributions received or receivable from participants | 2013-12-31 | $37,640 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $235,539 |
Total plan assets at end of year | 2012-12-31 | $2,017,430 |
Total plan assets at beginning of year | 2012-12-31 | $1,781,891 |
Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
Total contributions received or receivable from participants | 2012-12-31 | $35,760 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $66,524 |
Total plan assets at end of year | 2011-12-31 | $1,781,891 |
Total plan assets at beginning of year | 2011-12-31 | $1,715,367 |
Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
Total contributions received or receivable from participants | 2011-12-31 | $34,045 |
Other income received | 2011-12-31 | $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 |
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Total income from all sources | 2010-12-31 | $230,687 |
Total plan assets at end of year | 2010-12-31 | $1,715,367 |
Total plan assets at beginning of year | 2010-12-31 | $1,484,680 |
Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
Total contributions received or receivable from participants | 2010-12-31 | $32,500 |
Other income received | 2010-12-31 | $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 |
2017: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THOMAS W. BEATTIE, D.D.S., M.S. PROFIT-SHARING PLAN AND TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |