?>
Logo

DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameDR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST
Plan identification number 001

DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DR. RICHARD L RODGERS has sponsored the creation of one or more 401k plans.

Company Name:DR. RICHARD L RODGERS
Employer identification number (EIN):421263236
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01RICHARD RODGERS2015-09-01
0012014-01-01RICHARD RODGERS2015-07-28
0012013-01-01RICHARD RODGERS2014-07-24
0012012-01-01RICHARD RODGERS
0012011-01-01RICHARD RODGERS
0012009-01-01RICHARD RODGERS

Plan Statistics for DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST

Measure Date Value
2012: DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2009: DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-017

Financial Data on DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST

Measure Date Value
2012 : DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$-32,385
Expenses. Total of all expenses incurred2012-12-31$27,963
Total plan assets at end of year2012-12-31$1,598,024
Total plan assets at beginning of year2012-12-31$1,658,372
Value of fidelity bond covering the plan2012-12-31$160,000
Other income received2012-12-31$-82,115
Net income (gross income less expenses)2012-12-31$-60,348
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,598,024
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,658,372
Total contributions received or receivable from employer(s)2012-12-31$49,730
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$27,963
2011 : DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$87,362
Expenses. Total of all expenses incurred2011-12-31$18,224
Total plan assets at end of year2011-12-31$1,658,372
Total plan assets at beginning of year2011-12-31$1,589,234
Value of fidelity bond covering the plan2011-12-31$160,000
Other income received2011-12-31$14,536
Net income (gross income less expenses)2011-12-31$69,138
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,658,372
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,589,234
Total contributions received or receivable from employer(s)2011-12-31$72,826
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$18,224
2010 : DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$134,997
Expenses. Total of all expenses incurred2010-12-31$65,951
Benefits paid (including direct rollovers)2010-12-31$51,481
Total plan assets at end of year2010-12-31$1,589,234
Total plan assets at beginning of year2010-12-31$1,520,188
Value of fidelity bond covering the plan2010-12-31$160,000
Other income received2010-12-31$47,912
Net income (gross income less expenses)2010-12-31$69,046
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,589,234
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,520,188
Total contributions received or receivable from employer(s)2010-12-31$87,085
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$14,470

Form 5500 Responses for DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST

2012: DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DR. RICHARD L. RODGERS PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3