?>
Logo

RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY 401k Plan overview

Plan NameRETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY
Plan identification number 001

RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CHARPENTIER FAMILY DENTISTRY LLC has sponsored the creation of one or more 401k plans.

Company Name:CHARPENTIER FAMILY DENTISTRY LLC
Employer identification number (EIN):371549920
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEVEN STOUT2023-07-24
0012021-01-01STEVEN STOUT2022-07-26
0012020-01-01REBECCA CHARPENTIER2021-09-20
0012019-01-01REBECCA CHARPENTIER2021-05-10
0012018-01-01REBECCA CHARPENTIER2019-09-13
0012017-01-01
0012016-01-01REBECCA CHARPENTIER2017-03-30
0012015-01-01REBECCA CHARPENTIER2016-07-06
0012014-01-01REBECCA CHARPENTIER2015-07-15

Plan Statistics for RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY

401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY

Measure Date Value
2017: RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY 2017 401k membership
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-0111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113
Number of participants with account balances2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY

Measure Date Value
2017 : RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$324,286
Expenses. Total of all expenses incurred2017-12-31$4,223
Benefits paid (including direct rollovers)2017-12-31$1,170
Total plan assets at end of year2017-12-31$504,723
Total plan assets at beginning of year2017-12-31$184,660
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$29,869
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$223,996
Other income received2017-12-31$56,454
Net income (gross income less expenses)2017-12-31$320,063
Net plan assets at end of year (total assets less liabilities)2017-12-31$504,723
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$184,660
Assets. Value of participant loans2017-12-31$91,234
Total contributions received or receivable from employer(s)2017-12-31$13,967
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,053
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0

Form 5500 Responses for RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY

2017: RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3