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ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST
Plan identification number 004

ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

ROBERT L PATON DDS SC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L PATON DDS SC
Employer identification number (EIN):391229704
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-12-01
0042021-12-01
0042020-12-01
0042019-12-01
0042018-12-01
0042017-12-01ROBERT L PATON DDS
0042016-12-01ROBERT L PATON DDS
0042015-12-01ROBERT L PATON DDS
0042014-12-01ROBERT L PATON DDS
0042013-12-01ROBERT L PATON DDS
0042012-12-01ROBERT L PATON DDS
0042011-12-01ROBERT L PATON DDS
0042009-12-01ROBERT L PATON DDS

Plan Statistics for ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-12-011
Total number of active participants reported on line 7a of the Form 55002022-12-011
Total of all active and inactive participants2022-12-011
Total participants2022-12-011
Number of participants with account balances2022-12-011
2021: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-12-011
Total number of active participants reported on line 7a of the Form 55002021-12-011
Total of all active and inactive participants2021-12-011
Total participants2021-12-011
Number of participants with account balances2021-12-011
2020: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-12-013
Total number of active participants reported on line 7a of the Form 55002020-12-011
Total of all active and inactive participants2020-12-011
Total participants2020-12-011
Number of participants with account balances2020-12-011
2019: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-12-014
Total number of active participants reported on line 7a of the Form 55002019-12-013
Total of all active and inactive participants2019-12-013
Total participants2019-12-013
Number of participants with account balances2019-12-013
2018: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-12-014
Total number of active participants reported on line 7a of the Form 55002018-12-014
Total of all active and inactive participants2018-12-014
Total participants2018-12-014
Number of participants with account balances2018-12-014
2017: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-12-014
Total number of active participants reported on line 7a of the Form 55002017-12-014
Total of all active and inactive participants2017-12-014
Total participants2017-12-014
Number of participants with account balances2017-12-014
2016: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-12-014
Total number of active participants reported on line 7a of the Form 55002016-12-014
Total of all active and inactive participants2016-12-014
Total participants2016-12-014
Number of participants with account balances2016-12-014
2015: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-12-014
Total number of active participants reported on line 7a of the Form 55002015-12-014
Total of all active and inactive participants2015-12-014
Total participants2015-12-014
Number of participants with account balances2015-12-014
2014: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-12-014
Total number of active participants reported on line 7a of the Form 55002014-12-014
Total of all active and inactive participants2014-12-014
Total participants2014-12-014
Number of participants with account balances2014-12-014
2013: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-12-014
Total number of active participants reported on line 7a of the Form 55002013-12-014
Total of all active and inactive participants2013-12-014
Total participants2013-12-014
Number of participants with account balances2013-12-014
2012: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-12-014
Total number of active participants reported on line 7a of the Form 55002012-12-014
Total of all active and inactive participants2012-12-014
Total participants2012-12-014
Number of participants with account balances2012-12-014
2011: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-12-014
Total number of active participants reported on line 7a of the Form 55002011-12-014
Total of all active and inactive participants2011-12-014
Total participants2011-12-014
Number of participants with account balances2011-12-014
2009: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-12-014
Total number of active participants reported on line 7a of the Form 55002009-12-014
Total of all active and inactive participants2009-12-014
Total participants2009-12-014
Number of participants with account balances2009-12-014

Financial Data on ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources2023-11-30$64,329
Total plan assets at end of year2023-11-30$1,454,577
Total plan assets at beginning of year2023-11-30$1,390,248
Other income received2023-11-30$57,686
Net income (gross income less expenses)2023-11-30$64,329
Net plan assets at end of year (total assets less liabilities)2023-11-30$1,454,577
Net plan assets at beginning of year (total assets less liabilities)2023-11-30$1,390,248
Total contributions received or receivable from employer(s)2023-11-30$6,643
2022 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-11-30$-52,065
Total plan assets at end of year2022-11-30$1,390,248
Total plan assets at beginning of year2022-11-30$1,442,313
Total contributions received or receivable from participants2022-11-30$19,500
Other income received2022-11-30$-78,129
Net income (gross income less expenses)2022-11-30$-52,065
Net plan assets at end of year (total assets less liabilities)2022-11-30$1,390,248
Net plan assets at beginning of year (total assets less liabilities)2022-11-30$1,442,313
Total contributions received or receivable from employer(s)2022-11-30$6,564
2021 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-11-30$216,458
Expenses. Total of all expenses incurred2021-11-30$39,716
Benefits paid (including direct rollovers)2021-11-30$39,716
Total plan assets at end of year2021-11-30$1,442,313
Total plan assets at beginning of year2021-11-30$1,265,571
Value of fidelity bond covering the plan2021-11-30$140,000
Total contributions received or receivable from participants2021-11-30$19,500
Other income received2021-11-30$188,560
Net income (gross income less expenses)2021-11-30$176,742
Net plan assets at end of year (total assets less liabilities)2021-11-30$1,442,313
Net plan assets at beginning of year (total assets less liabilities)2021-11-30$1,265,571
Total contributions received or receivable from employer(s)2021-11-30$8,398
Funding deficiency by the employer to the plan for this plan year2021-11-30$0
Minimum employer required contribution for this plan year2021-11-30$0
Amount contributed by the employer to the plan for this plan year2021-11-30$0
2020 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-11-30$136,781
Expenses. Total of all expenses incurred2020-11-30$16,196
Benefits paid (including direct rollovers)2020-11-30$16,196
Total plan assets at end of year2020-11-30$1,265,571
Total plan assets at beginning of year2020-11-30$1,144,986
Value of fidelity bond covering the plan2020-11-30$140,000
Total contributions received or receivable from participants2020-11-30$13,125
Other income received2020-11-30$119,281
Net income (gross income less expenses)2020-11-30$120,585
Net plan assets at end of year (total assets less liabilities)2020-11-30$1,265,571
Net plan assets at beginning of year (total assets less liabilities)2020-11-30$1,144,986
Total contributions received or receivable from employer(s)2020-11-30$4,375
2019 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-11-30$147,069
Total plan assets at end of year2019-11-30$1,144,986
Total plan assets at beginning of year2019-11-30$997,917
Value of fidelity bond covering the plan2019-11-30$120,000
Total contributions received or receivable from participants2019-11-30$18,000
Other income received2019-11-30$123,069
Net income (gross income less expenses)2019-11-30$147,069
Net plan assets at end of year (total assets less liabilities)2019-11-30$1,144,986
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$997,917
Total contributions received or receivable from employer(s)2019-11-30$6,000
Funding deficiency by the employer to the plan for this plan year2019-11-30$0
Minimum employer required contribution for this plan year2019-11-30$0
Amount contributed by the employer to the plan for this plan year2019-11-30$0
2018 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-11-30$24,681
Total plan assets at end of year2018-11-30$997,917
Total plan assets at beginning of year2018-11-30$973,236
Value of fidelity bond covering the plan2018-11-30$120,000
Total contributions received or receivable from participants2018-11-30$18,000
Other income received2018-11-30$681
Net income (gross income less expenses)2018-11-30$24,681
Net plan assets at end of year (total assets less liabilities)2018-11-30$997,917
Net plan assets at beginning of year (total assets less liabilities)2018-11-30$973,236
Total contributions received or receivable from employer(s)2018-11-30$6,000
Funding deficiency by the employer to the plan for this plan year2018-11-30$0
Minimum employer required contribution for this plan year2018-11-30$0
Amount contributed by the employer to the plan for this plan year2018-11-30$0
2017 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-11-30$139,717
Total plan assets at end of year2017-11-30$973,236
Total plan assets at beginning of year2017-11-30$833,519
Value of fidelity bond covering the plan2017-11-30$120,000
Total contributions received or receivable from participants2017-11-30$16,781
Other income received2017-11-30$117,342
Net income (gross income less expenses)2017-11-30$139,717
Net plan assets at end of year (total assets less liabilities)2017-11-30$973,236
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$833,519
Total contributions received or receivable from employer(s)2017-11-30$5,594
2016 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-11-30$75,285
Total plan assets at end of year2016-11-30$833,519
Total plan assets at beginning of year2016-11-30$758,234
Value of fidelity bond covering the plan2016-11-30$90,000
Total contributions received or receivable from participants2016-11-30$24,000
Other income received2016-11-30$46,570
Net income (gross income less expenses)2016-11-30$75,285
Net plan assets at end of year (total assets less liabilities)2016-11-30$833,519
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$758,234
Total contributions received or receivable from employer(s)2016-11-30$4,715
Funding deficiency by the employer to the plan for this plan year2016-11-30$0
Minimum employer required contribution for this plan year2016-11-30$0
Amount contributed by the employer to the plan for this plan year2016-11-30$0
2015 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-11-30$25,385
Total plan assets at end of year2015-11-30$758,234
Total plan assets at beginning of year2015-11-30$732,849
Value of fidelity bond covering the plan2015-11-30$90,000
Total contributions received or receivable from participants2015-11-30$23,000
Other income received2015-11-30$-3,312
Net income (gross income less expenses)2015-11-30$25,385
Net plan assets at end of year (total assets less liabilities)2015-11-30$758,234
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$732,849
Total contributions received or receivable from employer(s)2015-11-30$5,697
Funding deficiency by the employer to the plan for this plan year2015-11-30$0
Minimum employer required contribution for this plan year2015-11-30$0
Amount contributed by the employer to the plan for this plan year2015-11-30$0
2014 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-11-30$172,572
Total income from all sources2014-11-30$63,594
Total plan assets at end of year2014-11-30$732,849
Total plan assets at beginning of year2014-11-30$496,683
Value of fidelity bond covering the plan2014-11-30$90,000
Total contributions received or receivable from participants2014-11-30$23,000
Other income received2014-11-30$37,911
Net income (gross income less expenses)2014-11-30$63,594
Net plan assets at end of year (total assets less liabilities)2014-11-30$732,849
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$496,683
Total contributions received or receivable from employer(s)2014-11-30$2,683
Funding deficiency by the employer to the plan for this plan year2014-11-30$0
Minimum employer required contribution for this plan year2014-11-30$0
Amount contributed by the employer to the plan for this plan year2014-11-30$0
2013 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-11-30$80,909
Total plan assets at end of year2013-11-30$496,683
Total plan assets at beginning of year2013-11-30$415,774
Value of fidelity bond covering the plan2013-11-30$80,000
Total contributions received or receivable from participants2013-11-30$22,500
Other income received2013-11-30$55,779
Net income (gross income less expenses)2013-11-30$80,909
Net plan assets at end of year (total assets less liabilities)2013-11-30$496,683
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$415,774
Total contributions received or receivable from employer(s)2013-11-30$2,630
Funding deficiency by the employer to the plan for this plan year2013-11-30$0
Minimum employer required contribution for this plan year2013-11-30$0
Amount contributed by the employer to the plan for this plan year2013-11-30$0
2012 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-11-30$60,575
Total plan assets at end of year2012-11-30$415,774
Total plan assets at beginning of year2012-11-30$355,199
Value of fidelity bond covering the plan2012-11-30$55,000
Total contributions received or receivable from participants2012-11-30$22,000
Other income received2012-11-30$35,321
Net income (gross income less expenses)2012-11-30$60,575
Net plan assets at end of year (total assets less liabilities)2012-11-30$415,774
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$355,199
Total contributions received or receivable from employer(s)2012-11-30$3,254
Funding deficiency by the employer to the plan for this plan year2012-11-30$0
Minimum employer required contribution for this plan year2012-11-30$0
Amount contributed by the employer to the plan for this plan year2012-11-30$0
2011 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-11-30$29,392
Total plan assets at end of year2011-11-30$355,199
Total plan assets at beginning of year2011-11-30$325,807
Value of fidelity bond covering the plan2011-11-30$55,000
Total contributions received or receivable from participants2011-11-30$16,500
Other income received2011-11-30$9,495
Net income (gross income less expenses)2011-11-30$29,392
Net plan assets at end of year (total assets less liabilities)2011-11-30$355,199
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$325,807
Total contributions received or receivable from employer(s)2011-11-30$3,397
Funding deficiency by the employer to the plan for this plan year2011-11-30$0
Minimum employer required contribution for this plan year2011-11-30$0
Amount contributed by the employer to the plan for this plan year2011-11-30$0
2010 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-11-30$0
Minimum employer required contribution for this plan year2010-11-30$0
Amount contributed by the employer to the plan for this plan year2010-11-30$0

Form 5500 Responses for ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST

2022: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01Plan funding arrangement – TrustYes
2022-12-01Plan benefit arrangement - TrustYes
2021: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement - TrustYes
2020: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement - TrustYes
2019: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement - TrustYes
2018: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement - TrustYes
2017: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement - TrustYes
2016: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes
2015: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2009: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes

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