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ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan NameROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number 005

ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST Benefits

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

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 MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052013-12-01ROBERT L PATON DDS
0052012-12-01ROBERT L PATON DDS
0052011-12-01ROBERT L PATON DDS
0052009-12-01ROBERT L PATON DDS

Plan Statistics for ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST

401k plan membership statisitcs for ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2013: ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-12-013
Total of all active and inactive participants2013-12-010
Total participants2013-12-010
2012: ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-12-013
Total number of active participants reported on line 7a of the Form 55002012-12-013
Total of all active and inactive participants2012-12-013
Total participants2012-12-013
Number of participants with account balances2012-12-013
2011: ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-12-013
Total number of active participants reported on line 7a of the Form 55002011-12-013
Total of all active and inactive participants2011-12-013
Total participants2011-12-013
Number of participants with account balances2011-12-013
2009: ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-12-013
Total number of active participants reported on line 7a of the Form 55002009-12-013
Total of all active and inactive participants2009-12-013
Total participants2009-12-013
Number of participants with account balances2009-12-013

Financial Data on ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2014 : ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-11-30$-172,572
Total income from all sources2014-11-30$20,798
Total plan assets at end of year2014-11-30$0
Total plan assets at beginning of year2014-11-30$151,774
Other income received2014-11-30$17,724
Net income (gross income less expenses)2014-11-30$20,798
Net plan assets at end of year (total assets less liabilities)2014-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$151,774
Total contributions received or receivable from employer(s)2014-11-30$3,074
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 MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-11-30$34,120
Total plan assets at end of year2013-11-30$151,774
Total plan assets at beginning of year2013-11-30$117,654
Value of fidelity bond covering the plan2013-11-30$80,000
Other income received2013-11-30$31,092
Net income (gross income less expenses)2013-11-30$34,120
Net plan assets at end of year (total assets less liabilities)2013-11-30$151,774
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$117,654
Total contributions received or receivable from employer(s)2013-11-30$3,028
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 MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-11-30$21,692
Total plan assets at end of year2012-11-30$117,654
Total plan assets at beginning of year2012-11-30$95,962
Value of fidelity bond covering the plan2012-11-30$55,000
Other income received2012-11-30$17,647
Net income (gross income less expenses)2012-11-30$21,692
Net plan assets at end of year (total assets less liabilities)2012-11-30$117,654
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$95,962
Total contributions received or receivable from employer(s)2012-11-30$4,045
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 MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-11-30$3,324
Total plan assets at end of year2011-11-30$95,962
Total plan assets at beginning of year2011-11-30$92,638
Value of fidelity bond covering the plan2011-11-30$55,000
Other income received2011-11-30$-1,005
Net income (gross income less expenses)2011-11-30$3,324
Net plan assets at end of year (total assets less liabilities)2011-11-30$95,962
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$92,638
Total contributions received or receivable from employer(s)2011-11-30$4,329
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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION PLAN AND TRUST

2013: ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01This submission is the final filingYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: ROBERT L PATON DDS SC MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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 MONEY PURCHASE PENSION 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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