?>
Plan Name | BRUCE A. STEWART, D.D.S., P.C. |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BRUCE A. STEWART, D.D.S., P.C. |
Employer identification number (EIN): | 382305345 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | KAY STEWART | 2015-06-10 | ||
001 | 2014-01-01 | KAY STEWART | 2015-06-10 | ||
001 | 2013-01-01 | KAY STEWART | 2014-07-07 | ||
001 | 2012-01-01 | KAY STEWART | 2013-08-27 | ||
001 | 2011-01-01 | BRUCE STEWART, DDS | |||
001 | 2009-01-01 | BRUCE STEWART, DDS |
Measure | Date | Value |
---|---|---|
2011: BRUCE A. STEWART, D.D.S., P.C. 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 13 |
Number of participants with account balances | 2011-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: BRUCE A. STEWART, D.D.S., P.C. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : BRUCE A. STEWART, D.D.S., P.C. 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $96,648 |
Expenses. Total of all expenses incurred | 2011-12-31 | $10,361 |
Total plan assets at end of year | 2011-12-31 | $1,053,412 |
Total plan assets at beginning of year | 2011-12-31 | $967,125 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $65,010 |
Other income received | 2011-12-31 | $-14,558 |
Net income (gross income less expenses) | 2011-12-31 | $86,287 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,053,412 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $967,125 |
Assets. Value of participant loans | 2011-12-31 | $6,465 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $46,196 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $10,361 |
2010 : BRUCE A. STEWART, D.D.S., P.C. 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $219,559 |
Expenses. Total of all expenses incurred | 2010-12-31 | $8,760 |
Total plan assets at end of year | 2010-12-31 | $967,125 |
Total plan assets at beginning of year | 2010-12-31 | $756,326 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $67,675 |
Other income received | 2010-12-31 | $105,294 |
Net income (gross income less expenses) | 2010-12-31 | $210,799 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $967,125 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $756,326 |
Assets. Value of participant loans | 2010-12-31 | $8,009 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $46,590 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $8,760 |
2009 : BRUCE A. STEWART, D.D.S., P.C. 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2011: BRUCE A. STEWART, D.D.S., P.C. 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BRUCE A. STEWART, D.D.S., P.C. 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 25756 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 25756 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|