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SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 401k Plan overview

Plan NameSCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP
Plan identification number 001

SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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

SCOTT A. PAUL, D.D.S., A.P.C. has sponsored the creation of one or more 401k plans.

Company Name:SCOTT A. PAUL, D.D.S., A.P.C.
Employer identification number (EIN):330842688
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01TONYA PAUL
0012023-01-01
0012023-01-01TONYA PAUL
0012023-01-01TONYA PAUL
0012022-01-01
0012022-01-01
0012022-01-01TONYA PAUL
0012022-01-01TONYA PAUL
0012021-01-01
0012021-01-01TONYA PAUL
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TONYA PAUL
0012016-01-01TONYA PAUL
0012015-01-01TONYA PAUL
0012014-01-01TONYA PAUL
0012013-01-01TONYA PAUL
0012012-01-01TONYA PAUL
0012011-01-01TONYA PAUL

Financial Data on SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP

Measure Date Value
2023 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total income from all sources2023-12-31$170,680
Expenses. Total of all expenses incurred2023-12-31$4,010
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$1,904,166
Total plan assets at beginning of year2023-12-31$1,737,496
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$60,000
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$110,680
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$166,670
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,904,166
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,737,496
Assets. Value of participant loans2023-12-31$979
Assets. Value of assets in partnership/joint-venture interests2023-12-31$175,000
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,010
2022 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2022 401k financial data
Transfers to/from the plan2022-12-31$275,947
Total income from all sources2022-12-31$-12,406
Expenses. Total of all expenses incurred2022-12-31$6,139
Total plan assets at end of year2022-12-31$1,557,293
Total plan assets at beginning of year2022-12-31$1,575,838
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$54,000
Expenses. Other expenses not covered elsewhere2022-12-31$6,139
Other income received2022-12-31$-124,680
Net income (gross income less expenses)2022-12-31$-18,545
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,557,293
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,575,838
Assets. Value of participant loans2022-12-31$7,678
Assets. Value of assets in partnership/joint-venture interests2022-12-31$175,000
Total contributions received or receivable from employer(s)2022-12-31$58,274
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,536
2021 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2021 401k financial data
Total income from all sources2021-12-31$121,728
Expenses. Total of all expenses incurred2021-12-31$24,346
Benefits paid (including direct rollovers)2021-12-31$17,123
Total plan assets at end of year2021-12-31$1,575,838
Total plan assets at beginning of year2021-12-31$1,478,456
Value of fidelity bond covering the plan2021-12-31$400,000
Total contributions received or receivable from participants2021-12-31$52,000
Other income received2021-12-31$17,351
Net income (gross income less expenses)2021-12-31$97,382
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,575,838
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,478,456
Assets. Value of participant loans2021-12-31$17,687
Assets. Value of assets in partnership/joint-venture interests2021-12-31$172,815
Total contributions received or receivable from employer(s)2021-12-31$52,377
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,223
2020 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2020 401k financial data
Total income from all sources2020-12-31$167,084
Expenses. Total of all expenses incurred2020-12-31$5,776
Total plan assets at end of year2020-12-31$1,478,456
Total plan assets at beginning of year2020-12-31$1,317,148
Value of fidelity bond covering the plan2020-12-31$400,000
Total contributions received or receivable from participants2020-12-31$52,000
Other income received2020-12-31$66,717
Net income (gross income less expenses)2020-12-31$161,308
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,478,456
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,317,148
Assets. Value of participant loans2020-12-31$27,099
Assets. Value of assets in partnership/joint-venture interests2020-12-31$102,325
Total contributions received or receivable from employer(s)2020-12-31$48,367
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,776
2019 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2019 401k financial data
Total income from all sources2019-12-31$173,456
Expenses. Total of all expenses incurred2019-12-31$5,579
Benefits paid (including direct rollovers)2019-12-31$5,579
Total plan assets at end of year2019-12-31$1,317,148
Total plan assets at beginning of year2019-12-31$1,149,271
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$50,000
Other income received2019-12-31$98,781
Net income (gross income less expenses)2019-12-31$167,877
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,317,148
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,149,271
Assets. Value of participant loans2019-12-31$37,497
Assets. Value of assets in partnership/joint-venture interests2019-12-31$117,537
Total contributions received or receivable from employer(s)2019-12-31$24,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2018 401k financial data
Total income from all sources2018-12-31$48,686
Expenses. Total of all expenses incurred2018-12-31$24,353
Benefits paid (including direct rollovers)2018-12-31$24,353
Total plan assets at end of year2018-12-31$1,149,271
Total plan assets at beginning of year2018-12-31$1,124,938
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$49,000
Other income received2018-12-31$-25,843
Net income (gross income less expenses)2018-12-31$24,333
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,149,271
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,124,938
Assets. Value of participant loans2018-12-31$45,723
Assets. Value of assets in partnership/joint-venture interests2018-12-31$121,360
Total contributions received or receivable from employer(s)2018-12-31$25,529
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2017 401k financial data
Total income from all sources2017-12-31$140,035
Total plan assets at end of year2017-12-31$1,124,938
Total plan assets at beginning of year2017-12-31$984,903
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$48,000
Other income received2017-12-31$65,318
Net income (gross income less expenses)2017-12-31$140,035
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,124,938
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$984,903
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$98,347
Total contributions received or receivable from employer(s)2017-12-31$26,717
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$122,979
Total plan assets at end of year2016-12-31$984,903
Total plan assets at beginning of year2016-12-31$861,924
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$48,000
Other income received2016-12-31$44,277
Net income (gross income less expenses)2016-12-31$122,979
Net plan assets at end of year (total assets less liabilities)2016-12-31$984,903
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$861,924
Assets. Value of participant loans2016-12-31$8,656
Assets. Value of assets in partnership/joint-venture interests2016-12-31$36,825
Total contributions received or receivable from employer(s)2016-12-31$30,702
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$91,254
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$861,924
Total plan assets at beginning of year2015-12-31$770,670
Value of fidelity bond covering the plan2015-12-31$233,000
Total contributions received or receivable from participants2015-12-31$48,000
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$16,704
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$91,254
Net plan assets at end of year (total assets less liabilities)2015-12-31$861,924
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$770,670
Assets. Value of participant loans2015-12-31$19,287
Assets. Value of assets in partnership/joint-venture interests2015-12-31$17,528
Total contributions received or receivable from employer(s)2015-12-31$26,550
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$98,362
Expenses. Total of all expenses incurred2014-12-31$90
Benefits paid (including direct rollovers)2014-12-31$90
Total plan assets at end of year2014-12-31$770,670
Total plan assets at beginning of year2014-12-31$672,398
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$46,000
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$25,941
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$98,272
Net plan assets at end of year (total assets less liabilities)2014-12-31$770,670
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$672,398
Assets. Value of participant loans2014-12-31$32,863
Assets. Value of assets in partnership/joint-venture interests2014-12-31$54,338
Total contributions received or receivable from employer(s)2014-12-31$26,421
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$100,129
Expenses. Total of all expenses incurred2013-12-31$1,806
Benefits paid (including direct rollovers)2013-12-31$1,806
Total plan assets at end of year2013-12-31$672,398
Total plan assets at beginning of year2013-12-31$574,075
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$45,000
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$42,295
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$98,323
Net plan assets at end of year (total assets less liabilities)2013-12-31$672,398
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$574,075
Assets. Value of participant loans2013-12-31$42,830
Assets. Value of assets in partnership/joint-venture interests2013-12-31$58,537
Total contributions received or receivable from employer(s)2013-12-31$12,834
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$101,451
Expenses. Total of all expenses incurred2012-12-31$4,554
Benefits paid (including direct rollovers)2012-12-31$4,554
Total plan assets at end of year2012-12-31$574,075
Total plan assets at beginning of year2012-12-31$477,178
Value of fidelity bond covering the plan2012-12-31$4,500
Total contributions received or receivable from participants2012-12-31$45,000
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$43,159
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$96,897
Net plan assets at end of year (total assets less liabilities)2012-12-31$574,075
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$477,178
Assets. Value of participant loans2012-12-31$49,302
Assets. Value of assets in partnership/joint-venture interests2012-12-31$61,576
Total contributions received or receivable from employer(s)2012-12-31$13,292
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$38,433
Expenses. Total of all expenses incurred2011-12-31$6,261
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$477,178
Total plan assets at beginning of year2011-12-31$445,006
Value of fidelity bond covering the plan2011-12-31$4,500
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$38,433
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$32,172
Net plan assets at end of year (total assets less liabilities)2011-12-31$477,178
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$445,006
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,261
2010 : SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$34,777
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$445,006
Total plan assets at beginning of year2010-12-31$410,229
Value of fidelity bond covering the plan2010-12-31$45,000
Total contributions received or receivable from participants2010-12-31$0
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$34,777
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$34,777
Net plan assets at end of year (total assets less liabilities)2010-12-31$445,006
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$410,229
Total contributions received or receivable from employer(s)2010-12-31$0
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$0

Form 5500 Responses for SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP

2023: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 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: SCOTT A. PAUL, D.D.S., A.P.C. CROSS-TESTED 401K PSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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