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RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN
Plan identification number 002

RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

RICHARD H. TATE DDS LTD has sponsored the creation of one or more 401k plans.

Company Name:RICHARD H. TATE DDS LTD
Employer identification number (EIN):540944858
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-10-01
0022018-10-01
0022017-10-01RICHARD H. TATE DDS RICHARD H. TATE DDS2019-02-14
0022016-10-01RICHARD H. TATE DDS RICHARD H. TATE DDS2018-02-07
0022015-10-01RICHARD H. TATE DDS RICHARD H. TATE DDS2017-06-12
0022014-10-01RICHARD H. TATE DDS RICHARD H. TATE DDS2016-06-09
0022013-10-01RICHARD H. TATE DDS RICHARD H. TATE DDS2015-06-09
0022012-10-01GEORGE S. TATE JR GEORGE S. TATE JR2014-02-17
0022011-10-01GEORGE S. TATE JR GEORGE S. TATE JR2013-06-12

Financial Data on RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN

Measure Date Value
2020 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-09-30$15,719
Expenses. Total of all expenses incurred2020-09-30$1,260,181
Benefits paid (including direct rollovers)2020-09-30$1,260,181
Total plan assets at end of year2020-09-30$0
Total plan assets at beginning of year2020-09-30$1,244,462
Value of fidelity bond covering the plan2020-09-30$150,000
Other income received2020-09-30$15,719
Net income (gross income less expenses)2020-09-30$-1,244,462
Net plan assets at end of year (total assets less liabilities)2020-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$1,244,462
2019 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-09-30$344,875
Expenses. Total of all expenses incurred2019-09-30$6,170,668
Benefits paid (including direct rollovers)2019-09-30$6,170,668
Total plan assets at end of year2019-09-30$1,244,462
Total plan assets at beginning of year2019-09-30$7,070,255
Value of fidelity bond covering the plan2019-09-30$150,000
Other income received2019-09-30$344,875
Net income (gross income less expenses)2019-09-30$-5,825,793
Net plan assets at end of year (total assets less liabilities)2019-09-30$1,244,462
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$7,070,255
2018 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-09-30$860,638
Expenses. Total of all expenses incurred2018-09-30$2,176,792
Benefits paid (including direct rollovers)2018-09-30$2,176,792
Total plan assets at end of year2018-09-30$7,070,255
Total plan assets at beginning of year2018-09-30$8,386,409
Value of fidelity bond covering the plan2018-09-30$500,000
Other income received2018-09-30$860,638
Net income (gross income less expenses)2018-09-30$-1,316,154
Net plan assets at end of year (total assets less liabilities)2018-09-30$7,070,255
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$8,386,409
2017 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$1,246,407
Expenses. Total of all expenses incurred2017-09-30$1,402,936
Benefits paid (including direct rollovers)2017-09-30$1,402,936
Total plan assets at end of year2017-09-30$8,386,409
Total plan assets at beginning of year2017-09-30$8,542,938
Value of fidelity bond covering the plan2017-09-30$500,000
Other income received2017-09-30$1,246,407
Net income (gross income less expenses)2017-09-30$-156,529
Net plan assets at end of year (total assets less liabilities)2017-09-30$8,386,409
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$8,542,938
2016 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$1,056,686
Expenses. Total of all expenses incurred2016-09-30$290,000
Benefits paid (including direct rollovers)2016-09-30$290,000
Total plan assets at end of year2016-09-30$8,542,938
Total plan assets at beginning of year2016-09-30$7,776,252
Value of fidelity bond covering the plan2016-09-30$500,000
Total contributions received or receivable from participants2016-09-30$24,000
Other income received2016-09-30$984,686
Net income (gross income less expenses)2016-09-30$766,686
Net plan assets at end of year (total assets less liabilities)2016-09-30$8,542,938
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$7,776,252
Total contributions received or receivable from employer(s)2016-09-30$48,000
2015 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$-207,877
Expenses. Total of all expenses incurred2015-09-30$267,300
Benefits paid (including direct rollovers)2015-09-30$267,300
Total plan assets at end of year2015-09-30$7,776,252
Total plan assets at beginning of year2015-09-30$8,251,429
Value of fidelity bond covering the plan2015-09-30$500,000
Total contributions received or receivable from participants2015-09-30$23,000
Other income received2015-09-30$-310,087
Net income (gross income less expenses)2015-09-30$-475,177
Net plan assets at end of year (total assets less liabilities)2015-09-30$7,776,252
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$8,251,429
Total contributions received or receivable from employer(s)2015-09-30$79,210
2014 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$1,038,577
Expenses. Total of all expenses incurred2014-09-30$252,459
Benefits paid (including direct rollovers)2014-09-30$252,459
Total plan assets at end of year2014-09-30$8,251,429
Total plan assets at beginning of year2014-09-30$7,465,311
Value of fidelity bond covering the plan2014-09-30$1,200,000
Total contributions received or receivable from participants2014-09-30$23,000
Other income received2014-09-30$939,095
Net income (gross income less expenses)2014-09-30$786,118
Net plan assets at end of year (total assets less liabilities)2014-09-30$8,251,429
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$7,465,311
Total contributions received or receivable from employer(s)2014-09-30$76,482
2013 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$1,211,198
Expenses. Total of all expenses incurred2013-09-30$200,000
Benefits paid (including direct rollovers)2013-09-30$200,000
Total plan assets at end of year2013-09-30$7,465,311
Total plan assets at beginning of year2013-09-30$6,454,113
Value of fidelity bond covering the plan2013-09-30$900,000
Total contributions received or receivable from participants2013-09-30$22,500
Other income received2013-09-30$1,113,231
Net income (gross income less expenses)2013-09-30$1,011,198
Net plan assets at end of year (total assets less liabilities)2013-09-30$7,465,311
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$6,454,113
Assets. Value of participant loans2013-09-30$25,911
Total contributions received or receivable from employer(s)2013-09-30$75,467
2012 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$1,272,667
Expenses. Total of all expenses incurred2012-09-30$215,000
Benefits paid (including direct rollovers)2012-09-30$215,000
Total plan assets at end of year2012-09-30$6,454,113
Total plan assets at beginning of year2012-09-30$5,396,446
Value of fidelity bond covering the plan2012-09-30$700,000
Total contributions received or receivable from participants2012-09-30$22,000
Other income received2012-09-30$1,176,405
Net income (gross income less expenses)2012-09-30$1,057,667
Net plan assets at end of year (total assets less liabilities)2012-09-30$6,454,113
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$5,396,446
Assets. Value of participant loans2012-09-30$31,546
Total contributions received or receivable from employer(s)2012-09-30$74,262
2011 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$-197,468
Expenses. Total of all expenses incurred2011-09-30$213,997
Benefits paid (including direct rollovers)2011-09-30$213,997
Total plan assets at end of year2011-09-30$5,396,446
Total plan assets at beginning of year2011-09-30$5,807,911
Value of fidelity bond covering the plan2011-09-30$700,000
Total contributions received or receivable from participants2011-09-30$22,000
Other income received2011-09-30$-292,846
Net income (gross income less expenses)2011-09-30$-411,465
Net plan assets at end of year (total assets less liabilities)2011-09-30$5,396,446
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$5,807,911
Total contributions received or receivable from employer(s)2011-09-30$73,378

Form 5500 Responses for RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN

2019: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01This submission is the final filingYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes

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