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| Plan Name | ROBERT A. STONER,DDS, MS, PC PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROBERT A. STONER, DDS, MS, PC |
| Employer identification number (EIN): | 351292249 |
| 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 | 2011-01-01 | DR. ROBERT A. STONER, DDS | 2012-07-25 | ||
| 001 | 2010-01-01 | DR. ROBERT A. STONER, DDS | 2011-08-24 | ||
| 001 | 2007-01-01 | ROBERT STONER |
| Measure | Date | Value |
|---|---|---|
| 2007: ROBERT A. STONER,DDS, MS, PC PROFIT SHARING PLAN 2007 401k membership | ||
| Total participants, beginning-of-year | 2007-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 1 |
| Total of all active and inactive participants | 2007-01-01 | 1 |
| Total participants | 2007-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2007 : ROBERT A. STONER,DDS, MS, PC PROFIT SHARING PLAN 2007 401k financial data | ||
| Total income from all sources | 2007-12-31 | $22,956 |
| Total plan assets at end of year | 2007-12-31 | $231,073 |
| Total plan assets at beginning of year | 2007-12-31 | $208,117 |
| Value of fidelity bond covering the plan | 2007-12-31 | $225,000 |
| Other income received | 2007-12-31 | $22,956 |
| Net income (gross income less expenses) | 2007-12-31 | $22,956 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $231,073 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $208,117 |
| 2007: ROBERT A. STONER,DDS, MS, PC PROFIT SHARING PLAN 2007 form 5500 responses | ||
|---|---|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) | |
| Policy contract number | 000584219 |
| Policy instance | 1 |
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