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STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 401k Plan overview

Plan NameSTEPHEN E. GORK, D.D.S., P.C. PENSION PLAN
Plan identification number 003

STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

STEPHEN E GORK DDS PC has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN E GORK DDS PC
Employer identification number (EIN):382440046
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-11-01
0032018-11-01E. JAMES REESE2020-02-19 E. JAMES REESE2020-02-19
0032017-11-01
0032016-11-01DR. STEPHEN E. GORK2018-07-11
0032015-11-01
0032014-11-01DR. STEPHEN E. GORK DR. STEPHEN E. GORK2016-08-05
0032013-11-01DR. STEPHEN E. GORK DR. STEPHEN E. GORK2015-08-06
0032012-11-01DR. STEPHEN E. GORK DR. STEPHEN E. GORK2014-07-23
0032011-11-01STEPHEN GORK2021-03-16 STEPHEN GORK2021-03-16
0032009-11-01E. JAMES REESE STEPHEN E. GORK2012-07-02
0032008-11-01

Plan Statistics for STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN

401k plan membership statisitcs for STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN

Measure Date Value
2019: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-018
Number of retired or separated participants receiving benefits2019-11-018
Total of all active and inactive participants2019-11-018
Total participants2019-11-018
2018: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-018
Total number of active participants reported on line 7a of the Form 55002018-11-017
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-011
Total of all active and inactive participants2018-11-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-018
Number of participants with account balances2018-11-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
2017: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-018
Total number of active participants reported on line 7a of the Form 55002017-11-018
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-011
Total of all active and inactive participants2017-11-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-019
Number of participants with account balances2017-11-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
2016: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-017
Total number of active participants reported on line 7a of the Form 55002016-11-017
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-012
Total of all active and inactive participants2016-11-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-019
Number of participants with account balances2016-11-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-019
Total number of active participants reported on line 7a of the Form 55002015-11-016
Number of retired or separated participants receiving benefits2015-11-011
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-017
Number of participants with account balances2015-11-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-0110
Total number of active participants reported on line 7a of the Form 55002014-11-017
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-011
Total of all active and inactive participants2014-11-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-018
Number of participants with account balances2014-11-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-019
Total number of active participants reported on line 7a of the Form 55002013-11-019
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-011
Total of all active and inactive participants2013-11-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-0110
Number of participants with account balances2013-11-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-0111
Total number of active participants reported on line 7a of the Form 55002012-11-017
Number of retired or separated participants receiving benefits2012-11-011
Number of other retired or separated participants entitled to future benefits2012-11-011
Total of all active and inactive participants2012-11-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-019
Number of participants with account balances2012-11-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-019
Total number of active participants reported on line 7a of the Form 55002011-11-019
Number of retired or separated participants receiving benefits2011-11-011
Number of other retired or separated participants entitled to future benefits2011-11-011
Total of all active and inactive participants2011-11-0111
Total participants2011-11-0111
Number of participants with account balances2011-11-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2009: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-0110
Total number of active participants reported on line 7a of the Form 55002009-11-018
Number of retired or separated participants receiving benefits2009-11-011
Number of other retired or separated participants entitled to future benefits2009-11-011
Total of all active and inactive participants2009-11-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-0110
Number of participants with account balances2009-11-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-011

Financial Data on STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN

Measure Date Value
2020 : STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2020 401k financial data
Total income from all sources2020-10-31$-7,271
Expenses. Total of all expenses incurred2020-10-31$600,497
Benefits paid (including direct rollovers)2020-10-31$593,427
Total plan assets at end of year2020-10-31$0
Total plan assets at beginning of year2020-10-31$607,768
Value of fidelity bond covering the plan2020-10-31$200,000
Expenses. Other expenses not covered elsewhere2020-10-31$7,070
Other income received2020-10-31$-7,271
Net income (gross income less expenses)2020-10-31$-607,768
Net plan assets at end of year (total assets less liabilities)2020-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$607,768
2019 : STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2019 401k financial data
Total income from all sources2019-10-31$61,142
Total plan assets at end of year2019-10-31$607,768
Total plan assets at beginning of year2019-10-31$546,626
Value of fidelity bond covering the plan2019-10-31$200,000
Other income received2019-10-31$39,596
Net income (gross income less expenses)2019-10-31$61,142
Net plan assets at end of year (total assets less liabilities)2019-10-31$607,768
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$546,626
Total contributions received or receivable from employer(s)2019-10-31$21,546
2018 : STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2018 401k financial data
Total income from all sources2018-10-31$27,652
Expenses. Total of all expenses incurred2018-10-31$6,687
Total plan assets at end of year2018-10-31$546,626
Total plan assets at beginning of year2018-10-31$525,661
Value of fidelity bond covering the plan2018-10-31$200,000
Other income received2018-10-31$4,882
Net income (gross income less expenses)2018-10-31$20,965
Net plan assets at end of year (total assets less liabilities)2018-10-31$546,626
Net plan assets at beginning of year (total assets less liabilities)2018-10-31$525,661
Total contributions received or receivable from employer(s)2018-10-31$22,770
Value of certain deemed distributions of participant loans2018-10-31$6,687
2016 : STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2016 401k financial data
Total income from all sources2016-10-31$36,499
Expenses. Total of all expenses incurred2016-10-31$2,796
Benefits paid (including direct rollovers)2016-10-31$2,646
Total plan assets at end of year2016-10-31$442,501
Total plan assets at beginning of year2016-10-31$408,798
Value of fidelity bond covering the plan2016-10-31$200,000
Expenses. Other expenses not covered elsewhere2016-10-31$150
Other income received2016-10-31$14,196
Net income (gross income less expenses)2016-10-31$33,703
Net plan assets at end of year (total assets less liabilities)2016-10-31$442,501
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$408,798
Total contributions received or receivable from employer(s)2016-10-31$22,303
2015 : STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2015 401k financial data
Total income from all sources2015-10-31$20,599
Expenses. Total of all expenses incurred2015-10-31$15,018
Total plan assets at end of year2015-10-31$408,798
Total plan assets at beginning of year2015-10-31$403,217
Value of fidelity bond covering the plan2015-10-31$200,000
Expenses. Other expenses not covered elsewhere2015-10-31$150
Other income received2015-10-31$639
Net income (gross income less expenses)2015-10-31$5,581
Net plan assets at end of year (total assets less liabilities)2015-10-31$408,798
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$403,217
Total contributions received or receivable from employer(s)2015-10-31$19,960
Value of certain deemed distributions of participant loans2015-10-31$14,868
2014 : STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2014 401k financial data
Total income from all sources2014-10-31$49,172
Expenses. Total of all expenses incurred2014-10-31$150
Total plan assets at end of year2014-10-31$403,217
Total plan assets at beginning of year2014-10-31$354,195
Value of fidelity bond covering the plan2014-10-31$200,000
Expenses. Other expenses not covered elsewhere2014-10-31$150
Other income received2014-10-31$27,726
Net income (gross income less expenses)2014-10-31$49,022
Net plan assets at end of year (total assets less liabilities)2014-10-31$403,217
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$354,195
Total contributions received or receivable from employer(s)2014-10-31$21,446
2013 : STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-10-31$1,238
Total income from all sources2013-10-31$44,444
Expenses. Total of all expenses incurred2013-10-31$150
Total plan assets at end of year2013-10-31$354,195
Total plan assets at beginning of year2013-10-31$311,139
Value of fidelity bond covering the plan2013-10-31$200,000
Expenses. Other expenses not covered elsewhere2013-10-31$150
Other income received2013-10-31$24,667
Net income (gross income less expenses)2013-10-31$44,294
Net plan assets at end of year (total assets less liabilities)2013-10-31$354,195
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$309,901
Total contributions received or receivable from employer(s)2013-10-31$19,777
2012 : STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-10-31$1,238
Total income from all sources2012-10-31$35,405
Expenses. Total of all expenses incurred2012-10-31$6,339
Benefits paid (including direct rollovers)2012-10-31$6,189
Total plan assets at end of year2012-10-31$311,139
Total plan assets at beginning of year2012-10-31$280,835
Expenses. Other expenses not covered elsewhere2012-10-31$150
Other income received2012-10-31$16,600
Net income (gross income less expenses)2012-10-31$29,066
Net plan assets at end of year (total assets less liabilities)2012-10-31$309,901
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$280,835
Total contributions received or receivable from employer(s)2012-10-31$18,805
2011 : STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-10-31$108
Total income from all sources2011-10-31$27,536
Expenses. Total of all expenses incurred2011-10-31$2,771
Benefits paid (including direct rollovers)2011-10-31$2,621
Total plan assets at end of year2011-10-31$280,835
Total plan assets at beginning of year2011-10-31$256,178
Expenses. Other expenses not covered elsewhere2011-10-31$150
Other income received2011-10-31$10,810
Net income (gross income less expenses)2011-10-31$24,765
Net plan assets at end of year (total assets less liabilities)2011-10-31$280,835
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$256,070
Total contributions received or receivable from employer(s)2011-10-31$16,726

Form 5500 Responses for STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN

2019: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01This submission is the final filingYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 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: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: STEPHEN E. GORK, D.D.S., P.C. PENSION PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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