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ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST
Plan identification number 003

ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 YOUNGQUIST DDS LTD has sponsored the creation of one or more 401k plans.

Company Name:ROBERT R YOUNGQUIST DDS LTD
Employer identification number (EIN):361409181
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032013-11-01ROBERT R YOUNGQUIST DDS
0032012-11-01ROBERT R YOUNGQUIST DDS
0032011-11-01ROBERT R YOUNGQUIST DDS
0032010-11-01ROBERT R YOUNGQUIST DDS
0032009-11-01ROBERT R YOUNGQUIST DDS

Plan Statistics for ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-11-0118
Total number of active participants reported on line 7a of the Form 55002013-11-0116
Number of other retired or separated participants entitled to future benefits2013-11-011
Total of all active and inactive participants2013-11-0117
Total participants2013-11-0117
Number of participants with account balances2013-11-0117
2012: ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-11-0118
Total number of active participants reported on line 7a of the Form 55002012-11-0116
Number of other retired or separated participants entitled to future benefits2012-11-012
Total of all active and inactive participants2012-11-0118
Total participants2012-11-0118
Number of participants with account balances2012-11-0118
2011: ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-11-0117
Total number of active participants reported on line 7a of the Form 55002011-11-0117
Number of other retired or separated participants entitled to future benefits2011-11-011
Total of all active and inactive participants2011-11-0118
Total participants2011-11-0118
Number of participants with account balances2011-11-0118
2010: ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-11-0118
Total number of active participants reported on line 7a of the Form 55002010-11-0116
Number of other retired or separated participants entitled to future benefits2010-11-011
Total of all active and inactive participants2010-11-0117
Total participants2010-11-0117
Number of participants with account balances2010-11-0117
2009: ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-11-0118
Total number of active participants reported on line 7a of the Form 55002009-11-0117
Number of retired or separated participants receiving benefits2009-11-011
Total of all active and inactive participants2009-11-0118
Total participants2009-11-0118
Number of participants with account balances2009-11-0118

Financial Data on ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST

Measure Date Value
2014 : ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-10-31$633,344
Expenses. Total of all expenses incurred2014-10-31$15,253
Benefits paid (including direct rollovers)2014-10-31$591
Total plan assets at end of year2014-10-31$5,220,868
Total plan assets at beginning of year2014-10-31$4,602,777
Value of fidelity bond covering the plan2014-10-31$2,000,000
Total contributions received or receivable from participants2014-10-31$75,371
Assets. Value of loans (other than to participants)2014-10-31$150,000
Expenses. Other expenses not covered elsewhere2014-10-31$14,662
Other income received2014-10-31$471,076
Net income (gross income less expenses)2014-10-31$618,091
Net plan assets at end of year (total assets less liabilities)2014-10-31$5,220,868
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$4,602,777
Assets. Value of participant loans2014-10-31$53,399
Total contributions received or receivable from employer(s)2014-10-31$86,897
2013 : ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-10-31$643,189
Expenses. Total of all expenses incurred2013-10-31$11,380
Total plan assets at end of year2013-10-31$4,602,777
Total plan assets at beginning of year2013-10-31$3,970,968
Value of fidelity bond covering the plan2013-10-31$2,000,000
Total contributions received or receivable from participants2013-10-31$73,513
Assets. Value of loans (other than to participants)2013-10-31$150,000
Expenses. Other expenses not covered elsewhere2013-10-31$11,380
Other income received2013-10-31$482,127
Net income (gross income less expenses)2013-10-31$631,809
Net plan assets at end of year (total assets less liabilities)2013-10-31$4,602,777
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$3,970,968
Assets. Value of participant loans2013-10-31$26,580
Total contributions received or receivable from employer(s)2013-10-31$87,549
2012 : ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-10-31$409,674
Expenses. Total of all expenses incurred2012-10-31$25,900
Benefits paid (including direct rollovers)2012-10-31$15,878
Total plan assets at end of year2012-10-31$3,970,968
Total plan assets at beginning of year2012-10-31$3,587,194
Value of fidelity bond covering the plan2012-10-31$2,000,000
Total contributions received or receivable from participants2012-10-31$72,518
Assets. Value of loans (other than to participants)2012-10-31$200,000
Expenses. Other expenses not covered elsewhere2012-10-31$10,022
Other income received2012-10-31$252,673
Net income (gross income less expenses)2012-10-31$383,774
Net plan assets at end of year (total assets less liabilities)2012-10-31$3,970,968
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$3,587,194
Assets. Value of participant loans2012-10-31$22,868
Total contributions received or receivable from employer(s)2012-10-31$84,483
2011 : ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-10-31$-135,713
Expenses. Total of all expenses incurred2011-10-31$14,225
Benefits paid (including direct rollovers)2011-10-31$4,591
Total plan assets at end of year2011-10-31$3,587,194
Total plan assets at beginning of year2011-10-31$3,737,132
Value of fidelity bond covering the plan2011-10-31$2,000,000
Total contributions received or receivable from participants2011-10-31$68,627
Expenses. Other expenses not covered elsewhere2011-10-31$9,634
Other income received2011-10-31$-287,135
Net income (gross income less expenses)2011-10-31$-149,938
Net plan assets at end of year (total assets less liabilities)2011-10-31$3,587,194
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$3,737,132
Assets. Value of participant loans2011-10-31$5,582
Total contributions received or receivable from employer(s)2011-10-31$82,795

Form 5500 Responses for ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST

2013: ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-11-01Type of plan entityMulitple employer plan
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: ROBERT R YOUNGQUIST DDS LTD EMPLOYEES' PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

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