401k Plan data: GREGORY R. GAREY, D.D.S. SIMPLE (401K) plan

GREGORY R. GAREY, D.D.S. SIMPLE (401K) 401k Plan overview

Plan Name	GREGORY R. GAREY, D.D.S. SIMPLE (401K)
Plan identification number	002

GREGORY R. GAREY, D.D.S. SIMPLE (401K) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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.
Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
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 R. GAREY, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: GREGORY R. GAREY, D.D.S.

Employer identification number (EIN): 341199825

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY R. GAREY, D.D.S. SIMPLE (401K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 LINDA M. GAREY 2015-08-25 LINDA M. GAREY 2015-08-25
002 2013-01-01 LINDA M. GAREY 2014-09-30 LINDA M. GAREY 2014-09-30
002 2011-01-01 LINDA M. GAREY 2012-10-01 LINDA M. GAREY 2012-10-01
002 2009-01-01 LINDA M. GAREY 2010-09-28 LINDA M. GAREY 2010-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	LINDA M. GAREY	2015-08-25	LINDA M. GAREY	2015-08-25
002	2013-01-01	LINDA M. GAREY	2014-09-30	LINDA M. GAREY	2014-09-30
002	2011-01-01	LINDA M. GAREY	2012-10-01	LINDA M. GAREY	2012-10-01
002	2009-01-01	LINDA M. GAREY	2010-09-28	LINDA M. GAREY	2010-09-28

Plan Statistics for GREGORY R. GAREY, D.D.S. SIMPLE (401K)

401k plan membership statisitcs for GREGORY R. GAREY, D.D.S. SIMPLE (401K)

Measure Date Value
2014: GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2014 401k membership
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 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GREGORY R. GAREY, D.D.S. SIMPLE (401K) 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 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2011: GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2014: GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2014 401k membership
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	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GREGORY R. GAREY, D.D.S. SIMPLE (401K) 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	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2011: GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on GREGORY R. GAREY, D.D.S. SIMPLE (401K)

Measure	Date	Value
2014 : GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2014 401k financial data
Total income from all sources	2014-12-31	$45,657
Expenses. Total of all expenses incurred	2014-12-31	$482,905
Benefits paid (including direct rollovers)	2014-12-31	$482,872
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$437,248
Total contributions received or receivable from participants	2014-12-31	$11,405
Expenses. Other expenses not covered elsewhere	2014-12-31	$33
Other income received	2014-12-31	$31,938
Net income (gross income less expenses)	2014-12-31	$-437,248
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$437,248
Total contributions received or receivable from employer(s)	2014-12-31	$2,314
2013 : GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2013 401k financial data
Total income from all sources	2013-12-31	$128,371
Expenses. Total of all expenses incurred	2013-12-31	$85,585
Benefits paid (including direct rollovers)	2013-12-31	$85,537
Total plan assets at end of year	2013-12-31	$437,248
Total plan assets at beginning of year	2013-12-31	$394,462
Total contributions received or receivable from participants	2013-12-31	$22,222
Expenses. Other expenses not covered elsewhere	2013-12-31	$48
Other income received	2013-12-31	$100,805
Net income (gross income less expenses)	2013-12-31	$42,786
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$437,248
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$394,462
Total contributions received or receivable from employer(s)	2013-12-31	$5,344
2012 : GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2012 401k financial data
Total income from all sources	2012-12-31	$72,336
Expenses. Total of all expenses incurred	2012-12-31	$48
Total plan assets at end of year	2012-12-31	$394,462
Total plan assets at beginning of year	2012-12-31	$322,174
Total contributions received or receivable from participants	2012-12-31	$22,928
Expenses. Other expenses not covered elsewhere	2012-12-31	$48
Other income received	2012-12-31	$44,158
Net income (gross income less expenses)	2012-12-31	$72,288
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$394,462
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$322,174
Total contributions received or receivable from employer(s)	2012-12-31	$5,250
2011 : GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2011 401k financial data
Total income from all sources	2011-12-31	$12,326
Expenses. Total of all expenses incurred	2011-12-31	$48
Total plan assets at end of year	2011-12-31	$322,174
Total plan assets at beginning of year	2011-12-31	$309,896
Total contributions received or receivable from participants	2011-12-31	$23,155
Expenses. Other expenses not covered elsewhere	2011-12-31	$48
Other income received	2011-12-31	$-16,731
Net income (gross income less expenses)	2011-12-31	$12,278
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$322,174
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$309,896
Total contributions received or receivable from employer(s)	2011-12-31	$5,902
2010 : GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2010 401k financial data
Total income from all sources	2010-12-31	$65,160
Expenses. Total of all expenses incurred	2010-12-31	$48
Total plan assets at end of year	2010-12-31	$309,896
Total plan assets at beginning of year	2010-12-31	$244,784
Total contributions received or receivable from participants	2010-12-31	$23,164
Expenses. Other expenses not covered elsewhere	2010-12-31	$48
Other income received	2010-12-31	$35,848
Net income (gross income less expenses)	2010-12-31	$65,112
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$309,896
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$244,784
Total contributions received or receivable from employer(s)	2010-12-31	$6,148

Form 5500 Responses for GREGORY R. GAREY, D.D.S. SIMPLE (401K)

2014: GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: GREGORY R. GAREY, D.D.S. SIMPLE (401K) 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 benefit arrangement – Insurance	Yes
2011: GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: GREGORY R. GAREY, D.D.S. SIMPLE (401K) 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	GREGORY R. GAREY, D.D.S.
Employer identification number (EIN):	341199825
NAIC Classification:	621210
NAIC Description:	Offices of Dentists