?>
Logo

SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 401k Plan overview

Plan NameSOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN
Plan identification number 001

SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERN TIER FAMILY DENTISTRY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN TIER FAMILY DENTISTRY, P.C.
Employer identification number (EIN):461641421
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about SOUTHERN TIER FAMILY DENTISTRY, P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2012-12-28
Company Identification Number: 4338904
Legal Registered Office Address: 230 EAST MAIN STREET
Chautauqua
FALCONER
United States of America (USA)
14733

More information about SOUTHERN TIER FAMILY DENTISTRY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01

Plan Statistics for SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN

401k plan membership statisitcs for SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN

Measure Date Value
2017: SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN

Measure Date Value
2017 : SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$69,212
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$180,661
Total plan assets at beginning of year2017-12-31$111,449
Total contributions received or receivable from participants2017-12-31$28,907
Other income received2017-12-31$23,389
Net income (gross income less expenses)2017-12-31$69,212
Net plan assets at end of year (total assets less liabilities)2017-12-31$180,661
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$111,449
Total contributions received or receivable from employer(s)2017-12-31$16,916
2016 : SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$42,495
Expenses. Total of all expenses incurred2016-12-31$11,026
Benefits paid (including direct rollovers)2016-12-31$10,946
Total plan assets at end of year2016-12-31$111,449
Total plan assets at beginning of year2016-12-31$79,980
Total contributions received or receivable from participants2016-12-31$20,666
Other income received2016-12-31$7,185
Net income (gross income less expenses)2016-12-31$31,469
Net plan assets at end of year (total assets less liabilities)2016-12-31$111,449
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$79,980
Total contributions received or receivable from employer(s)2016-12-31$14,644
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$45,840
Expenses. Total of all expenses incurred2015-12-31$50,108
Benefits paid (including direct rollovers)2015-12-31$50,028
Total plan assets at end of year2015-12-31$79,980
Total plan assets at beginning of year2015-12-31$84,248
Total contributions received or receivable from participants2015-12-31$18,448
Other income received2015-12-31$-3,642
Net income (gross income less expenses)2015-12-31$-4,268
Net plan assets at end of year (total assets less liabilities)2015-12-31$79,980
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$84,248
Total contributions received or receivable from employer(s)2015-12-31$31,034
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$120,513
Expenses. Total of all expenses incurred2014-12-31$36,265
Benefits paid (including direct rollovers)2014-12-31$36,225
Total plan assets at end of year2014-12-31$84,248
Total plan assets at beginning of year2014-12-31$0
Total contributions received or receivable from participants2014-12-31$23,358
Contributions received from other sources (not participants or employers)2014-12-31$86,288
Other income received2014-12-31$343
Net income (gross income less expenses)2014-12-31$84,248
Net plan assets at end of year (total assets less liabilities)2014-12-31$84,248
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$10,524
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN

2017: SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN TIER FAMILY DENTISTRY P.C. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715125
Policy instance 1
Insurance contract or identification number715125
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715125
Policy instance 1
Insurance contract or identification number715125
Number of Individuals Covered8
Insurance policy start date2014-05-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $300
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees300
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameHARTMAN CONSULTING LLC

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