ROBERT L PATON DDS SC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-12-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-12-01 | 1 |
Total of all active and inactive participants | 2022-12-01 | 1 |
Total participants | 2022-12-01 | 1 |
Number of participants with account balances | 2022-12-01 | 1 |
2021: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-12-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 1 |
Total of all active and inactive participants | 2021-12-01 | 1 |
Total participants | 2021-12-01 | 1 |
Number of participants with account balances | 2021-12-01 | 1 |
2020: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-12-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 1 |
Total of all active and inactive participants | 2020-12-01 | 1 |
Total participants | 2020-12-01 | 1 |
Number of participants with account balances | 2020-12-01 | 1 |
2019: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-12-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 3 |
Total of all active and inactive participants | 2019-12-01 | 3 |
Total participants | 2019-12-01 | 3 |
Number of participants with account balances | 2019-12-01 | 3 |
2018: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-12-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 4 |
Total of all active and inactive participants | 2018-12-01 | 4 |
Total participants | 2018-12-01 | 4 |
Number of participants with account balances | 2018-12-01 | 4 |
2017: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-12-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 4 |
Total of all active and inactive participants | 2017-12-01 | 4 |
Total participants | 2017-12-01 | 4 |
Number of participants with account balances | 2017-12-01 | 4 |
2016: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-12-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 4 |
Total of all active and inactive participants | 2016-12-01 | 4 |
Total participants | 2016-12-01 | 4 |
Number of participants with account balances | 2016-12-01 | 4 |
2015: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-12-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 4 |
Total of all active and inactive participants | 2015-12-01 | 4 |
Total participants | 2015-12-01 | 4 |
Number of participants with account balances | 2015-12-01 | 4 |
2014: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-12-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 4 |
Total of all active and inactive participants | 2014-12-01 | 4 |
Total participants | 2014-12-01 | 4 |
Number of participants with account balances | 2014-12-01 | 4 |
2013: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-12-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 4 |
Total of all active and inactive participants | 2013-12-01 | 4 |
Total participants | 2013-12-01 | 4 |
Number of participants with account balances | 2013-12-01 | 4 |
2012: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-12-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 4 |
Total of all active and inactive participants | 2012-12-01 | 4 |
Total participants | 2012-12-01 | 4 |
Number of participants with account balances | 2012-12-01 | 4 |
2011: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-12-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 4 |
Total of all active and inactive participants | 2011-12-01 | 4 |
Total participants | 2011-12-01 | 4 |
Number of participants with account balances | 2011-12-01 | 4 |
2009: ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-12-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 4 |
Total of all active and inactive participants | 2009-12-01 | 4 |
Total participants | 2009-12-01 | 4 |
Number of participants with account balances | 2009-12-01 | 4 |
Measure | Date | Value |
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2023 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2023 401k financial data |
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Total income from all sources | 2023-11-30 | $64,329 |
Total plan assets at end of year | 2023-11-30 | $1,454,577 |
Total plan assets at beginning of year | 2023-11-30 | $1,390,248 |
Other income received | 2023-11-30 | $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 |
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Total income from all sources | 2022-11-30 | $-52,065 |
Total plan assets at end of year | 2022-11-30 | $1,390,248 |
Total plan assets at beginning of year | 2022-11-30 | $1,442,313 |
Total contributions received or receivable from participants | 2022-11-30 | $19,500 |
Other income received | 2022-11-30 | $-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 |
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Total income from all sources | 2021-11-30 | $216,458 |
Expenses. Total of all expenses incurred | 2021-11-30 | $39,716 |
Benefits paid (including direct rollovers) | 2021-11-30 | $39,716 |
Total plan assets at end of year | 2021-11-30 | $1,442,313 |
Total plan assets at beginning of year | 2021-11-30 | $1,265,571 |
Value of fidelity bond covering the plan | 2021-11-30 | $140,000 |
Total contributions received or receivable from participants | 2021-11-30 | $19,500 |
Other income received | 2021-11-30 | $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 year | 2021-11-30 | $0 |
Minimum employer required contribution for this plan year | 2021-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-11-30 | $0 |
2020 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
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Total income from all sources | 2020-11-30 | $136,781 |
Expenses. Total of all expenses incurred | 2020-11-30 | $16,196 |
Benefits paid (including direct rollovers) | 2020-11-30 | $16,196 |
Total plan assets at end of year | 2020-11-30 | $1,265,571 |
Total plan assets at beginning of year | 2020-11-30 | $1,144,986 |
Value of fidelity bond covering the plan | 2020-11-30 | $140,000 |
Total contributions received or receivable from participants | 2020-11-30 | $13,125 |
Other income received | 2020-11-30 | $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 |
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Total income from all sources | 2019-11-30 | $147,069 |
Total plan assets at end of year | 2019-11-30 | $1,144,986 |
Total plan assets at beginning of year | 2019-11-30 | $997,917 |
Value of fidelity bond covering the plan | 2019-11-30 | $120,000 |
Total contributions received or receivable from participants | 2019-11-30 | $18,000 |
Other income received | 2019-11-30 | $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 year | 2019-11-30 | $0 |
Minimum employer required contribution for this plan year | 2019-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-11-30 | $0 |
2018 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
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Total income from all sources | 2018-11-30 | $24,681 |
Total plan assets at end of year | 2018-11-30 | $997,917 |
Total plan assets at beginning of year | 2018-11-30 | $973,236 |
Value of fidelity bond covering the plan | 2018-11-30 | $120,000 |
Total contributions received or receivable from participants | 2018-11-30 | $18,000 |
Other income received | 2018-11-30 | $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 year | 2018-11-30 | $0 |
Minimum employer required contribution for this plan year | 2018-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-11-30 | $0 |
2017 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
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Total income from all sources | 2017-11-30 | $139,717 |
Total plan assets at end of year | 2017-11-30 | $973,236 |
Total plan assets at beginning of year | 2017-11-30 | $833,519 |
Value of fidelity bond covering the plan | 2017-11-30 | $120,000 |
Total contributions received or receivable from participants | 2017-11-30 | $16,781 |
Other income received | 2017-11-30 | $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 |
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Total income from all sources | 2016-11-30 | $75,285 |
Total plan assets at end of year | 2016-11-30 | $833,519 |
Total plan assets at beginning of year | 2016-11-30 | $758,234 |
Value of fidelity bond covering the plan | 2016-11-30 | $90,000 |
Total contributions received or receivable from participants | 2016-11-30 | $24,000 |
Other income received | 2016-11-30 | $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 year | 2016-11-30 | $0 |
Minimum employer required contribution for this plan year | 2016-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-11-30 | $0 |
2015 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
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Total income from all sources | 2015-11-30 | $25,385 |
Total plan assets at end of year | 2015-11-30 | $758,234 |
Total plan assets at beginning of year | 2015-11-30 | $732,849 |
Value of fidelity bond covering the plan | 2015-11-30 | $90,000 |
Total contributions received or receivable from participants | 2015-11-30 | $23,000 |
Other income received | 2015-11-30 | $-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 year | 2015-11-30 | $0 |
Minimum employer required contribution for this plan year | 2015-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-11-30 | $0 |
2014 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
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Transfers to/from the plan | 2014-11-30 | $172,572 |
Total income from all sources | 2014-11-30 | $63,594 |
Total plan assets at end of year | 2014-11-30 | $732,849 |
Total plan assets at beginning of year | 2014-11-30 | $496,683 |
Value of fidelity bond covering the plan | 2014-11-30 | $90,000 |
Total contributions received or receivable from participants | 2014-11-30 | $23,000 |
Other income received | 2014-11-30 | $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 year | 2014-11-30 | $0 |
Minimum employer required contribution for this plan year | 2014-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-11-30 | $0 |
2013 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
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Total income from all sources | 2013-11-30 | $80,909 |
Total plan assets at end of year | 2013-11-30 | $496,683 |
Total plan assets at beginning of year | 2013-11-30 | $415,774 |
Value of fidelity bond covering the plan | 2013-11-30 | $80,000 |
Total contributions received or receivable from participants | 2013-11-30 | $22,500 |
Other income received | 2013-11-30 | $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 year | 2013-11-30 | $0 |
Minimum employer required contribution for this plan year | 2013-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-11-30 | $0 |
2012 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
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Total income from all sources | 2012-11-30 | $60,575 |
Total plan assets at end of year | 2012-11-30 | $415,774 |
Total plan assets at beginning of year | 2012-11-30 | $355,199 |
Value of fidelity bond covering the plan | 2012-11-30 | $55,000 |
Total contributions received or receivable from participants | 2012-11-30 | $22,000 |
Other income received | 2012-11-30 | $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 year | 2012-11-30 | $0 |
Minimum employer required contribution for this plan year | 2012-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-11-30 | $0 |
2011 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
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Total income from all sources | 2011-11-30 | $29,392 |
Total plan assets at end of year | 2011-11-30 | $355,199 |
Total plan assets at beginning of year | 2011-11-30 | $325,807 |
Value of fidelity bond covering the plan | 2011-11-30 | $55,000 |
Total contributions received or receivable from participants | 2011-11-30 | $16,500 |
Other income received | 2011-11-30 | $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 year | 2011-11-30 | $0 |
Minimum employer required contribution for this plan year | 2011-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-11-30 | $0 |
2010 : ROBERT L PATON DDS SC PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2010-11-30 | $0 |
Minimum employer required contribution for this plan year | 2010-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-11-30 | $0 |