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ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 002

ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 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
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALEXANDER & REEF DENTISTRY PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER & REEF DENTISTRY PARTNERSHIP
Employer identification number (EIN):352061337
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01DAVID L. ALEXANDER, D.D.S., M.S.D.
0022014-01-01DAVID L. ALEXANDER, D.D.S., M.S.D.
0022013-01-01DAVID L. ALEXANDER, D.D.S., M.S.D.
0022012-01-01DAVID L. ALEXANDER, D.D.S., M.S.D.
0022011-01-01DAVID L. ALEXANDER, D.D.S., M.S.D.
0022009-01-01DAVID L. ALEXANDER, D.D.S., M.S.D.
0022009-01-01DAVID L. ALEXANDER, D.D.S., M.S.D.
0022009-01-01DAVID L. ALEXANDER, D.D.S., M.S.D.

Plan Statistics for ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-0111
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 participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015 : ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 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$0
Total income from all sources2015-12-31$-70,003
Expenses. Total of all expenses incurred2015-12-31$844,845
Benefits paid (including direct rollovers)2015-12-31$820,892
Total plan assets at end of year2015-12-31$2,559,934
Total plan assets at beginning of year2015-12-31$3,474,782
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$50,405
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-171,031
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-914,848
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,559,934
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,474,782
Assets. Value of assets in partnership/joint-venture interests2015-12-31$52,574
Total contributions received or receivable from employer(s)2015-12-31$50,623
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$23,953
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
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$68,872
Expenses. Total of all expenses incurred2014-12-31$72,054
Benefits paid (including direct rollovers)2014-12-31$44,878
Total plan assets at end of year2014-12-31$3,474,782
Total plan assets at beginning of year2014-12-31$3,477,964
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$42,654
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-23,023
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-3,182
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,474,782
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,477,964
Assets. Value of assets in partnership/joint-venture interests2014-12-31$188,289
Total contributions received or receivable from employer(s)2014-12-31$49,241
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$27,176
2013 : ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 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$432,417
Expenses. Total of all expenses incurred2013-12-31$29,912
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$3,477,964
Total plan assets at beginning of year2013-12-31$3,075,459
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$44,910
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$338,982
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$402,505
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,477,964
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,075,459
Assets. Value of assets in partnership/joint-venture interests2013-12-31$228,974
Total contributions received or receivable from employer(s)2013-12-31$48,525
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$29,912
2012 : ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
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$368,373
Expenses. Total of all expenses incurred2012-12-31$25,844
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$3,075,459
Total plan assets at beginning of year2012-12-31$2,732,930
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$40,385
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$282,934
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$342,529
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,075,459
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,732,930
Assets. Value of assets in partnership/joint-venture interests2012-12-31$235,400
Total contributions received or receivable from employer(s)2012-12-31$45,054
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$25,844
2011 : ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 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$100,151
Expenses. Total of all expenses incurred2011-12-31$32,938
Benefits paid (including direct rollovers)2011-12-31$8,868
Total plan assets at end of year2011-12-31$2,732,930
Total plan assets at beginning of year2011-12-31$2,665,717
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$39,342
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$12,517
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$67,213
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,732,930
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,665,717
Assets. Value of assets in partnership/joint-venture interests2011-12-31$232,304
Total contributions received or receivable from employer(s)2011-12-31$48,292
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$24,070
2010 : ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 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$306,072
Expenses. Total of all expenses incurred2010-12-31$23,500
Benefits paid (including direct rollovers)2010-12-31$1,971
Total plan assets at end of year2010-12-31$2,665,717
Total plan assets at beginning of year2010-12-31$2,383,145
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$38,268
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$223,481
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$282,572
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,665,717
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,383,145
Assets. Value of assets in partnership/joint-venture interests2010-12-31$228,584
Total contributions received or receivable from employer(s)2010-12-31$44,323
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$21,529
2008 : ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-766,724
Expenses. Total of all expenses incurred2008-12-31$37,110
Benefits paid (including direct rollovers)2008-12-31$13,148
Total plan assets at end of year2008-12-31$2,048,299
Total plan assets at beginning of year2008-12-31$2,852,133
Value of fidelity bond covering the plan2008-12-31$500,000
Total contributions received or receivable from participants2008-12-31$64,298
Expenses. Other expenses not covered elsewhere2008-12-31$23,962
Contributions received from other sources (not participants or employers)2008-12-31$154,381
Other income received2008-12-31$-1,067,192
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-803,834
Net plan assets at end of year (total assets less liabilities)2008-12-31$2,048,299
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$2,852,133
Assets. Value of assets in partnership/joint-venture interests2008-12-31$262,767
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-12-31$625
Total contributions received or receivable from employer(s)2008-12-31$81,789
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0

Form 5500 Responses for ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST

2015: ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 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
2009: ALEXANDER & REEF DENTISTRY PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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