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DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN
Plan identification number 001

DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DAVID E. STAMOS, DDS has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. STAMOS, DDS
Employer identification number (EIN):431763813
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01DAVID E. STAMOS, DDS DAVID E. STAMOS, DDS2014-04-23
0012012-01-01DAVID E. STAMOS, DDS DAVID E. STAMOS, DDS2013-04-30
0012011-01-01DAVID E. STAMOS, DDS DAVID E. STAMOS, DDS2012-05-01
0012010-01-01DAVID E. STAMOS, DDS DAVID E. STAMOS, DDS2011-04-26
0012009-01-01DAVID E. STAMOS, DDS DAVID E. STAMOS, DDS2010-05-24

Financial Data on DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2013 : DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$187,406
Expenses. Total of all expenses incurred2013-12-31$31,273
Benefits paid (including direct rollovers)2013-12-31$15,044
Total plan assets at end of year2013-12-31$891,157
Total plan assets at beginning of year2013-12-31$735,024
Value of fidelity bond covering the plan2013-12-31$100,000
Expenses. Other expenses not covered elsewhere2013-12-31$16,229
Other income received2013-12-31$121,783
Net income (gross income less expenses)2013-12-31$156,133
Net plan assets at end of year (total assets less liabilities)2013-12-31$891,157
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$735,024
Total contributions received or receivable from employer(s)2013-12-31$65,623
2012 : DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$134,170
Expenses. Total of all expenses incurred2012-12-31$28,227
Benefits paid (including direct rollovers)2012-12-31$28,227
Total plan assets at end of year2012-12-31$735,024
Total plan assets at beginning of year2012-12-31$629,081
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$64,862
Net income (gross income less expenses)2012-12-31$105,943
Net plan assets at end of year (total assets less liabilities)2012-12-31$735,024
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$629,081
Total contributions received or receivable from employer(s)2012-12-31$69,308
2011 : DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$45,641
Expenses. Total of all expenses incurred2011-12-31$12,266
Total plan assets at end of year2011-12-31$629,081
Total plan assets at beginning of year2011-12-31$595,706
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$12,266
Other income received2011-12-31$-27,834
Net income (gross income less expenses)2011-12-31$33,375
Net plan assets at end of year (total assets less liabilities)2011-12-31$629,081
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$595,706
Total contributions received or receivable from employer(s)2011-12-31$73,475
2010 : DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$23,096
Expenses. Total of all expenses incurred2010-12-31$9,401
Total plan assets at end of year2010-12-31$595,706
Total plan assets at beginning of year2010-12-31$582,011
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$9,401
Other income received2010-12-31$-49,852
Net income (gross income less expenses)2010-12-31$13,695
Net plan assets at end of year (total assets less liabilities)2010-12-31$595,706
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$582,011
Total contributions received or receivable from employer(s)2010-12-31$72,948

Form 5500 Responses for DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN

2013: DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN 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: DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID E. STAMOS, DDS EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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