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A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameA GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN
Plan identification number 001

A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

A GARY GOODMAN, DDS has sponsored the creation of one or more 401k plans.

Company Name:A GARY GOODMAN, DDS
Employer identification number (EIN):521198202
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01A GARY GOODMAN A GARY GOODMAN2013-07-24
0012011-01-01A GARY GOODMAN A GARY GOODMAN2012-06-15
0012009-01-01A GARY GOODMAN DDS A GARY GOODMAN DDS2010-06-22

Plan Statistics for A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN

Measure Date Value
2012: A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN

Measure Date Value
2012 : A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,915
Total income from all sources2012-12-31$127,787
Expenses. Total of all expenses incurred2012-12-31$42
Total plan assets at end of year2012-12-31$746,890
Total plan assets at beginning of year2012-12-31$617,230
Value of fidelity bond covering the plan2012-12-31$75,000
Other income received2012-12-31$93,470
Net income (gross income less expenses)2012-12-31$127,745
Net plan assets at end of year (total assets less liabilities)2012-12-31$744,975
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$617,230
Total contributions received or receivable from employer(s)2012-12-31$34,317
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$42
2011 : A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$36,196
Total plan assets at end of year2011-12-31$617,230
Total plan assets at beginning of year2011-12-31$581,034
Value of fidelity bond covering the plan2011-12-31$65,000
Other income received2011-12-31$2,061
Net income (gross income less expenses)2011-12-31$36,196
Net plan assets at end of year (total assets less liabilities)2011-12-31$617,230
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$581,034
Total contributions received or receivable from employer(s)2011-12-31$34,135
2010 : A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$124,218
Expenses. Total of all expenses incurred2010-12-31$30
Total plan assets at end of year2010-12-31$576,534
Total plan assets at beginning of year2010-12-31$452,346
Value of fidelity bond covering the plan2010-12-31$60,000
Other income received2010-12-31$89,629
Net income (gross income less expenses)2010-12-31$124,188
Net plan assets at end of year (total assets less liabilities)2010-12-31$576,534
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$452,346
Total contributions received or receivable from employer(s)2010-12-31$34,589
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$30

Form 5500 Responses for A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN

2012: A GARY GOODMAN, DDS MONEY PURCHASE PENSION 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: A GARY GOODMAN, DDS MONEY PURCHASE PENSION 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
2009: A GARY GOODMAN, DDS MONEY PURCHASE PENSION PLAN 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

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