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DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameDR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN
Plan identification number 001

DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 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
  • 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.
  • 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

ROBERT R. REESE DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT R. REESE DDS, INC.
Employer identification number (EIN):341819036
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DR. ROBERT REESE
0012011-01-01DR. ROBERT REESE
0012010-01-01DR. ROBERT REESE
0012009-01-01ROBERT R REESE DDS ROBERT R REESE DDS2010-08-31
0012008-01-01

Plan Statistics for DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN

Measure Date Value
2016: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-014
2015: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING 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
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-015
2011: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2010: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-011
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN

Measure Date Value
2016 : DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$62,751
Expenses. Total of all expenses incurred2016-12-31$50
Total plan assets at end of year2016-12-31$217,341
Total plan assets at beginning of year2016-12-31$154,640
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$4,273
Net income (gross income less expenses)2016-12-31$62,701
Net plan assets at end of year (total assets less liabilities)2016-12-31$217,341
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$154,640
Total contributions received or receivable from employer(s)2016-12-31$58,478
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$50
2015 : DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$55,597
Expenses. Total of all expenses incurred2015-12-31$5,872
Benefits paid (including direct rollovers)2015-12-31$5,822
Total plan assets at end of year2015-12-31$154,640
Total plan assets at beginning of year2015-12-31$104,915
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-2,032
Net income (gross income less expenses)2015-12-31$49,725
Net plan assets at end of year (total assets less liabilities)2015-12-31$154,640
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$104,915
Total contributions received or receivable from employer(s)2015-12-31$57,629
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$56,943
Expenses. Total of all expenses incurred2014-12-31$42,050
Benefits paid (including direct rollovers)2014-12-31$42,000
Total plan assets at end of year2014-12-31$104,915
Total plan assets at beginning of year2014-12-31$90,022
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$695
Net income (gross income less expenses)2014-12-31$14,893
Net plan assets at end of year (total assets less liabilities)2014-12-31$104,915
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$90,022
Total contributions received or receivable from employer(s)2014-12-31$56,248
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$50
2013 : DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$63,473
Expenses. Total of all expenses incurred2013-12-31$835,033
Benefits paid (including direct rollovers)2013-12-31$835,033
Total plan assets at end of year2013-12-31$90,022
Total plan assets at beginning of year2013-12-31$861,582
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$6,477
Net income (gross income less expenses)2013-12-31$-771,560
Net plan assets at end of year (total assets less liabilities)2013-12-31$90,022
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$861,582
Total contributions received or receivable from employer(s)2013-12-31$56,996
2012 : DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$28,377
Total plan assets at end of year2012-12-31$861,582
Total plan assets at beginning of year2012-12-31$833,205
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$-27,015
Net income (gross income less expenses)2012-12-31$28,377
Net plan assets at end of year (total assets less liabilities)2012-12-31$861,582
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$833,205
Total contributions received or receivable from employer(s)2012-12-31$55,392
2011 : DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$9,792
Expenses. Total of all expenses incurred2011-12-31$2,552
Total plan assets at end of year2011-12-31$833,205
Total plan assets at beginning of year2011-12-31$825,965
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$-42,497
Net income (gross income less expenses)2011-12-31$7,240
Net plan assets at end of year (total assets less liabilities)2011-12-31$833,205
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$825,965
Total contributions received or receivable from employer(s)2011-12-31$52,289
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,552
2010 : DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$132,261
Expenses. Total of all expenses incurred2010-12-31$100
Total plan assets at end of year2010-12-31$825,965
Total plan assets at beginning of year2010-12-31$693,804
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$132,261
Net income (gross income less expenses)2010-12-31$132,161
Net plan assets at end of year (total assets less liabilities)2010-12-31$825,965
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$693,804
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$100
2007 : DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources2007-12-31$70,229
Expenses. Total of all expenses incurred2007-12-31$10,529
Benefits paid (including direct rollovers)2007-12-31$6,250
Total plan assets at end of year2007-12-31$781,052
Total plan assets at beginning of year2007-12-31$721,352
Expenses. Other expenses not covered elsewhere2007-12-31$4,279
Other income received2007-12-31$70,229
Net income (gross income less expenses)2007-12-31$59,700
Net plan assets at end of year (total assets less liabilities)2007-12-31$781,052
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$721,352

Form 5500 Responses for DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN

2016: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING 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: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING 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: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING 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: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING 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: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING 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: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING 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: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING 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: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING 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
2008: DR. ROBERT R. REESE, DDS, INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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