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| Plan Name | DAVID C. STEELE, D. D. S., INC. PENSION PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DR. DAVID C. STEELE, DDS |
| Employer identification number (EIN): | 351282023 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2012-01-01 | DAVID C STEELE | 2014-11-25 | ||
| 001 | 2011-01-01 | DAVID STEELE | 2012-10-11 | ||
| 001 | 2010-01-01 | DAVID STEELE | 2012-02-09 | ||
| 001 | 2008-01-01 | DAVID STEELE |
| Measure | Date | Value |
|---|---|---|
| 2008: DAVID C. STEELE, D. D. S., INC. PENSION PLAN AND TRUST 2008 401k membership | ||
| Total participants, beginning-of-year | 2008-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 1 |
| Total of all active and inactive participants | 2008-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 8 |
| Number of participants with account balances | 2008-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| Number of employers contributing to the scheme | 2008-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2008 : DAVID C. STEELE, D. D. S., INC. PENSION PLAN AND TRUST 2008 401k financial data | ||
| Total plan liabilities at end of year | 2008-12-31 | $1,145 |
| Total plan liabilities at beginning of year | 2008-12-31 | $0 |
| Total income from all sources | 2008-12-31 | $-102,957 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $4,313 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $3,168 |
| Total plan assets at end of year | 2008-12-31 | $450,324 |
| Total plan assets at beginning of year | 2008-12-31 | $556,449 |
| Value of fidelity bond covering the plan | 2008-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2008-12-31 | $0 |
| Other income received | 2008-12-31 | $-121,574 |
| Noncash contributions received | 2008-12-31 | $0 |
| Net income (gross income less expenses) | 2008-12-31 | $-107,270 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $449,179 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $556,449 |
| Assets. Value of participant loans | 2008-12-31 | $123,912 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $18,617 |
| Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
| Value of corrective distributions | 2008-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $1,145 |
| 2008: DAVID C. STEELE, D. D. S., INC. PENSION PLAN AND TRUST 2008 form 5500 responses | ||
|---|---|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) | |||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 210025988 | ||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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