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GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 401k Plan overview

Plan NameGREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN
Plan identification number 001

GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

GREGORY J DALTON DMD LLP has sponsored the creation of one or more 401k plans.

Company Name:GREGORY J DALTON DMD LLP
Employer identification number (EIN):320004835
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GREGORY J. DALTON
0012016-01-01GREGORY J. DALTON
0012015-01-01GREGORY J. DALTON
0012014-01-01GREGORY J. DALTON
0012013-01-01GREGORY J. DALTON
0012012-01-01GREGORY J. DALTON
0012011-01-01GREGORY J DALTON
0012010-01-01GREGORY J. DALTON
0012009-01-01GREGORY J. DALTON
0012007-01-01

Plan Statistics for GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN

401k plan membership statisitcs for GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN

Measure Date Value
2022: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Total of all active and inactive participants2022-01-014
Total participants2022-01-014
Number of participants with account balances2022-01-014
2021: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
2020: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
Number of participants with account balances2020-01-014
2019: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
Number of participants with account balances2018-01-014
2017: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
2016: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
2015: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2010: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN

Measure Date Value
2022 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2022 401k financial data
Total income from all sources2022-12-31$-154,459
Expenses. Total of all expenses incurred2022-12-31$7,405
Benefits paid (including direct rollovers)2022-12-31$1,000
Total plan assets at end of year2022-12-31$1,394,396
Total plan assets at beginning of year2022-12-31$1,556,260
Value of fidelity bond covering the plan2022-12-31$100,000
Expenses. Other expenses not covered elsewhere2022-12-31$6,405
Other income received2022-12-31$-174,508
Net income (gross income less expenses)2022-12-31$-161,864
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,394,396
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,556,260
Total contributions received or receivable from employer(s)2022-12-31$20,049
2021 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources2021-12-31$330,907
Expenses. Total of all expenses incurred2021-12-31$5,273
Total plan assets at end of year2021-12-31$1,556,260
Total plan assets at beginning of year2021-12-31$1,230,626
Value of fidelity bond covering the plan2021-12-31$100,000
Expenses. Other expenses not covered elsewhere2021-12-31$5,273
Other income received2021-12-31$312,798
Net income (gross income less expenses)2021-12-31$325,634
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,556,260
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,230,626
Total contributions received or receivable from employer(s)2021-12-31$18,109
2020 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources2020-12-31$65,349
Expenses. Total of all expenses incurred2020-12-31$15,089
Benefits paid (including direct rollovers)2020-12-31$11,457
Total plan assets at end of year2020-12-31$1,230,626
Total plan assets at beginning of year2020-12-31$1,180,366
Value of fidelity bond covering the plan2020-12-31$100,000
Expenses. Other expenses not covered elsewhere2020-12-31$3,632
Other income received2020-12-31$48,203
Net income (gross income less expenses)2020-12-31$50,260
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,230,626
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,180,366
Total contributions received or receivable from employer(s)2020-12-31$17,146
2019 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$251,327
Expenses. Total of all expenses incurred2019-12-31$9,632
Benefits paid (including direct rollovers)2019-12-31$7,000
Total plan assets at end of year2019-12-31$1,180,366
Total plan assets at beginning of year2019-12-31$938,671
Value of fidelity bond covering the plan2019-12-31$100,000
Expenses. Other expenses not covered elsewhere2019-12-31$2,632
Other income received2019-12-31$234,954
Net income (gross income less expenses)2019-12-31$241,695
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,180,366
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$938,671
Total contributions received or receivable from employer(s)2019-12-31$16,373
2018 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$-115,176
Expenses. Total of all expenses incurred2018-12-31$1,360
Total plan assets at end of year2018-12-31$938,671
Total plan assets at beginning of year2018-12-31$1,055,207
Value of fidelity bond covering the plan2018-12-31$100,000
Expenses. Other expenses not covered elsewhere2018-12-31$1,360
Other income received2018-12-31$-132,140
Net income (gross income less expenses)2018-12-31$-116,536
Net plan assets at end of year (total assets less liabilities)2018-12-31$938,671
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,055,207
Total contributions received or receivable from employer(s)2018-12-31$16,964
2017 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources2017-12-31$119,770
Expenses. Total of all expenses incurred2017-12-31$565
Total plan assets at end of year2017-12-31$1,055,207
Total plan assets at beginning of year2017-12-31$936,002
Value of fidelity bond covering the plan2017-12-31$100,000
Expenses. Other expenses not covered elsewhere2017-12-31$565
Other income received2017-12-31$95,605
Net income (gross income less expenses)2017-12-31$119,205
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,055,207
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$936,002
Total contributions received or receivable from employer(s)2017-12-31$24,165
2016 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-12-31$169,834
Expenses. Total of all expenses incurred2016-12-31$42,932
Benefits paid (including direct rollovers)2016-12-31$42,000
Total plan assets at end of year2016-12-31$936,002
Total plan assets at beginning of year2016-12-31$809,100
Value of fidelity bond covering the plan2016-12-31$100,000
Expenses. Other expenses not covered elsewhere2016-12-31$932
Other income received2016-12-31$156,269
Net income (gross income less expenses)2016-12-31$126,902
Net plan assets at end of year (total assets less liabilities)2016-12-31$936,002
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$809,100
Total contributions received or receivable from employer(s)2016-12-31$13,565
2015 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-12-31$-69,757
Expenses. Total of all expenses incurred2015-12-31$25,140
Benefits paid (including direct rollovers)2015-12-31$25,000
Total plan assets at end of year2015-12-31$809,100
Total plan assets at beginning of year2015-12-31$903,997
Value of fidelity bond covering the plan2015-12-31$100,000
Expenses. Other expenses not covered elsewhere2015-12-31$140
Other income received2015-12-31$-77,883
Net income (gross income less expenses)2015-12-31$-94,897
Net plan assets at end of year (total assets less liabilities)2015-12-31$809,100
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$903,997
Total contributions received or receivable from employer(s)2015-12-31$8,126
2014 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-12-31$16,463
Expenses. Total of all expenses incurred2014-12-31$140
Total plan assets at end of year2014-12-31$903,997
Total plan assets at beginning of year2014-12-31$887,674
Expenses. Other expenses not covered elsewhere2014-12-31$140
Other income received2014-12-31$6,580
Net income (gross income less expenses)2014-12-31$16,323
Net plan assets at end of year (total assets less liabilities)2014-12-31$903,997
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$887,674
Total contributions received or receivable from employer(s)2014-12-31$9,883
2013 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$189,877
Expenses. Total of all expenses incurred2013-12-31$140
Total plan assets at end of year2013-12-31$887,674
Total plan assets at beginning of year2013-12-31$697,937
Expenses. Other expenses not covered elsewhere2013-12-31$140
Other income received2013-12-31$180,176
Net income (gross income less expenses)2013-12-31$189,737
Net plan assets at end of year (total assets less liabilities)2013-12-31$887,674
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$697,937
Total contributions received or receivable from employer(s)2013-12-31$9,701
2012 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$104,414
Expenses. Total of all expenses incurred2012-12-31$3,462
Benefits paid (including direct rollovers)2012-12-31$3,217
Total plan assets at end of year2012-12-31$697,937
Total plan assets at beginning of year2012-12-31$596,985
Expenses. Other expenses not covered elsewhere2012-12-31$245
Other income received2012-12-31$93,900
Net income (gross income less expenses)2012-12-31$100,952
Net plan assets at end of year (total assets less liabilities)2012-12-31$697,937
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$596,985
Total contributions received or receivable from employer(s)2012-12-31$10,514
2011 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$-13,396
Expenses. Total of all expenses incurred2011-12-31$10,605
Benefits paid (including direct rollovers)2011-12-31$10,485
Total plan assets at end of year2011-12-31$596,985
Total plan assets at beginning of year2011-12-31$620,986
Expenses. Other expenses not covered elsewhere2011-12-31$120
Other income received2011-12-31$-25,505
Net income (gross income less expenses)2011-12-31$-24,001
Net plan assets at end of year (total assets less liabilities)2011-12-31$596,985
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$620,986
Total contributions received or receivable from employer(s)2011-12-31$12,109
2010 : GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$105,791
Expenses. Total of all expenses incurred2010-12-31$20,105
Benefits paid (including direct rollovers)2010-12-31$19,985
Total plan assets at end of year2010-12-31$620,986
Total plan assets at beginning of year2010-12-31$535,300
Other income received2010-12-31$82,175
Net income (gross income less expenses)2010-12-31$85,686
Net plan assets at end of year (total assets less liabilities)2010-12-31$620,986
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$535,300
Total contributions received or receivable from employer(s)2010-12-31$23,616
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$120

Form 5500 Responses for GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN

2022: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 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: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 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: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 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: GREGORY J. DALTON DMD LLP MONEY PURCHASE 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: GREGORY J. DALTON DMD LLP MONEY PURCHASE 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: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 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: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 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: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 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
2007: GREGORY J. DALTON DMD LLP MONEY PURCHASE PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

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