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ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST
Plan identification number 003

ROBERT M PERRIE DDS MS RETIREMENT 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.
  • Plan covering Self-Employed individuals.
  • 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 M PERRIE DDS MS has sponsored the creation of one or more 401k plans.

Company Name:ROBERT M PERRIE DDS MS
Employer identification number (EIN):363384658
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01ROBERT M PERRIE DDS
0032014-01-01ROBERT M PERRIE DDS
0032013-01-01ROBERT M PERRIE DDS
0032012-01-01ROBERT M PERRIE DDS
0032011-01-01ROBERT M PERRIE DDS
0032010-01-01ROBERT M PERRIE DDS
0032009-01-01ROBERT M PERRIE DDS

Plan Statistics for ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST

401k plan membership statisitcs for ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST

Measure Date Value
2015: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
Number of participants with account balances2014-01-017
2013: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
Number of participants with account balances2013-01-017
2012: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
Total of all active and inactive participants2012-01-017
Total participants2012-01-017
Number of participants with account balances2012-01-017
2011: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-017
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
Number of participants with account balances2011-01-017
2010: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-018
Total participants2010-01-018
Number of participants with account balances2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-017
Total of all active and inactive participants2009-01-017
Total participants2009-01-017
Number of participants with account balances2009-01-017

Financial Data on ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST

Measure Date Value
2015 : ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$102,557
Expenses. Total of all expenses incurred2015-12-31$2,917,673
Benefits paid (including direct rollovers)2015-12-31$2,917,673
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$2,815,116
Value of fidelity bond covering the plan2015-12-31$285,000
Total contributions received or receivable from participants2015-12-31$26,809
Other income received2015-12-31$52,154
Net income (gross income less expenses)2015-12-31$-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
Total income from all sources2014-12-31$268,060
Total plan assets at end of year2014-12-31$2,815,116
Total plan assets at beginning of year2014-12-31$2,547,056
Value of fidelity bond covering the plan2014-12-31$285,000
Total contributions received or receivable from participants2014-12-31$26,499
Other income received2014-12-31$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
Total income from all sources2013-12-31$514,017
Expenses. Total of all expenses incurred2013-12-31$1,798
Benefits paid (including direct rollovers)2013-12-31$1,798
Total plan assets at end of year2013-12-31$2,547,056
Total plan assets at beginning of year2013-12-31$2,034,837
Value of fidelity bond covering the plan2013-12-31$255,000
Total contributions received or receivable from participants2013-12-31$25,338
Other income received2013-12-31$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 year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$268,399
Total plan assets at end of year2012-12-31$2,034,837
Total plan assets at beginning of year2012-12-31$1,766,438
Value of fidelity bond covering the plan2012-12-31$205,000
Total contributions received or receivable from participants2012-12-31$23,983
Other income received2012-12-31$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
Total income from all sources2011-12-31$8,249
Expenses. Total of all expenses incurred2011-12-31$20,952
Benefits paid (including direct rollovers)2011-12-31$20,952
Total plan assets at end of year2011-12-31$1,766,438
Total plan assets at beginning of year2011-12-31$1,779,141
Value of fidelity bond covering the plan2011-12-31$180,000
Total contributions received or receivable from participants2011-12-31$22,000
Other income received2011-12-31$-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 year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$337,003
Total plan assets at end of year2010-12-31$1,779,141
Total plan assets at beginning of year2010-12-31$1,442,138
Value of fidelity bond covering the plan2010-12-31$180,000
Total contributions received or receivable from participants2010-12-31$22,125
Other income received2010-12-31$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

Form 5500 Responses for ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST

2015: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT M PERRIE DDS MS RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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