DANIEL L. CUSTIS, DDS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST
401k plan membership statisitcs for DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST
Measure | Date | Value |
---|
2015: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 14 |
Number of participants with account balances | 2014-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 12 |
Number of participants with account balances | 2013-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 10 |
Number of participants with account balances | 2012-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 9 |
Number of participants with account balances | 2010-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2015 : DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-12-31 | $270 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-48,292 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,158,436 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,150,072 |
Total plan assets at end of year | 2015-12-31 | $38,221 |
Total plan assets at beginning of year | 2015-12-31 | $1,244,679 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Other income received | 2015-12-31 | $-48,292 |
Net income (gross income less expenses) | 2015-12-31 | $-1,206,728 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $37,951 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,244,679 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $37,619 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $8,364 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $134,903 |
Expenses. Total of all expenses incurred | 2014-12-31 | $84,241 |
Benefits paid (including direct rollovers) | 2014-12-31 | $72,424 |
Total plan assets at end of year | 2014-12-31 | $1,244,679 |
Total plan assets at beginning of year | 2014-12-31 | $1,194,017 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $50,525 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $0 |
Noncash contributions received | 2014-12-31 | $39,546 |
Net income (gross income less expenses) | 2014-12-31 | $50,662 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,244,679 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,194,017 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $37,619 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $44,832 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $11,817 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2013 401k financial data |
---|
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $222,615 |
Expenses. Total of all expenses incurred | 2013-12-31 | $12,764 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,753 |
Total plan assets at end of year | 2013-12-31 | $1,194,017 |
Total plan assets at beginning of year | 2013-12-31 | $984,166 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $55,120 |
Other income received | 2013-12-31 | $118,772 |
Net income (gross income less expenses) | 2013-12-31 | $209,851 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,194,017 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $984,166 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $45,748 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $48,723 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $10,011 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2012 401k financial data |
---|
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $189,005 |
Expenses. Total of all expenses incurred | 2012-12-31 | $12,632 |
Benefits paid (including direct rollovers) | 2012-12-31 | $4,630 |
Total plan assets at end of year | 2012-12-31 | $984,166 |
Total plan assets at beginning of year | 2012-12-31 | $807,793 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $54,680 |
Other income received | 2012-12-31 | $86,412 |
Net income (gross income less expenses) | 2012-12-31 | $176,373 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $984,166 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $807,793 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $47,031 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $47,913 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,002 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2011 401k financial data |
---|
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $106,853 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,710 |
Total plan assets at end of year | 2011-12-31 | $807,793 |
Total plan assets at beginning of year | 2011-12-31 | $707,650 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $54,140 |
Other income received | 2011-12-31 | $3,529 |
Net income (gross income less expenses) | 2011-12-31 | $100,143 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $807,793 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $707,650 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $46,413 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $49,184 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,710 |
2010 : DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2010 401k financial data |
---|
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $156,366 |
Expenses. Total of all expenses incurred | 2010-12-31 | $5,304 |
Total plan assets at end of year | 2010-12-31 | $707,650 |
Total plan assets at beginning of year | 2010-12-31 | $556,588 |
Value of fidelity bond covering the plan | 2010-12-31 | $120,000 |
Total contributions received or receivable from participants | 2010-12-31 | $53,440 |
Other income received | 2010-12-31 | $57,836 |
Net income (gross income less expenses) | 2010-12-31 | $151,062 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $707,650 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $556,588 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $45,670 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $45,090 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,304 |
2009 : DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2015: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DANIEL L. CUSTIS, DDS, P.C. RETIREMENT PLAN & TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |