ROBERT M PERRIE DDS MS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST
401k plan membership statisitcs for ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST
Measure | Date | Value |
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2015: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
2014: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
2013: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 7 |
2012: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Total of all active and inactive participants | 2012-01-01 | 7 |
Total participants | 2012-01-01 | 7 |
Number of participants with account balances | 2012-01-01 | 7 |
2011: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 7 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 7 |
2010: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 8 |
Total participants | 2010-01-01 | 8 |
Number of participants with account balances | 2010-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
Measure | Date | Value |
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2015 : ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $102,557 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,917,673 |
Benefits paid (including direct rollovers) | 2015-12-31 | $2,917,673 |
Total plan assets at end of year | 2015-12-31 | $0 |
Total plan assets at beginning of year | 2015-12-31 | $2,815,116 |
Value of fidelity bond covering the plan | 2015-12-31 | $285,000 |
Total contributions received or receivable from participants | 2015-12-31 | $26,809 |
Other income received | 2015-12-31 | $52,154 |
Net income (gross income less expenses) | 2015-12-31 | $-2,815,116 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,815,116 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $23,594 |
2014 : ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $268,060 |
Total plan assets at end of year | 2014-12-31 | $2,815,116 |
Total plan assets at beginning of year | 2014-12-31 | $2,547,056 |
Value of fidelity bond covering the plan | 2014-12-31 | $285,000 |
Total contributions received or receivable from participants | 2014-12-31 | $26,499 |
Other income received | 2014-12-31 | $199,959 |
Net income (gross income less expenses) | 2014-12-31 | $268,060 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,815,116 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,547,056 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $41,602 |
2013 : ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $514,017 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,798 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,798 |
Total plan assets at end of year | 2013-12-31 | $2,547,056 |
Total plan assets at beginning of year | 2013-12-31 | $2,034,837 |
Value of fidelity bond covering the plan | 2013-12-31 | $255,000 |
Total contributions received or receivable from participants | 2013-12-31 | $25,338 |
Other income received | 2013-12-31 | $449,029 |
Net income (gross income less expenses) | 2013-12-31 | $512,219 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,547,056 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,034,837 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $39,650 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $268,399 |
Total plan assets at end of year | 2012-12-31 | $2,034,837 |
Total plan assets at beginning of year | 2012-12-31 | $1,766,438 |
Value of fidelity bond covering the plan | 2012-12-31 | $205,000 |
Total contributions received or receivable from participants | 2012-12-31 | $23,983 |
Other income received | 2012-12-31 | $206,063 |
Net income (gross income less expenses) | 2012-12-31 | $268,399 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,034,837 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,766,438 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $38,353 |
2011 : ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $8,249 |
Expenses. Total of all expenses incurred | 2011-12-31 | $20,952 |
Benefits paid (including direct rollovers) | 2011-12-31 | $20,952 |
Total plan assets at end of year | 2011-12-31 | $1,766,438 |
Total plan assets at beginning of year | 2011-12-31 | $1,779,141 |
Value of fidelity bond covering the plan | 2011-12-31 | $180,000 |
Total contributions received or receivable from participants | 2011-12-31 | $22,000 |
Other income received | 2011-12-31 | $-51,966 |
Net income (gross income less expenses) | 2011-12-31 | $-12,703 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,766,438 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,779,141 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $38,215 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $337,003 |
Total plan assets at end of year | 2010-12-31 | $1,779,141 |
Total plan assets at beginning of year | 2010-12-31 | $1,442,138 |
Value of fidelity bond covering the plan | 2010-12-31 | $180,000 |
Total contributions received or receivable from participants | 2010-12-31 | $22,125 |
Other income received | 2010-12-31 | $276,188 |
Net income (gross income less expenses) | 2010-12-31 | $337,003 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,779,141 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,442,138 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $38,690 |
2015: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |