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JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 401k Plan overview

Plan NameJOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST
Plan identification number 002

JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 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.

401k Sponsoring company profile

JOHN E BILODEAU DDS MS LTD has sponsored the creation of one or more 401k plans.

Company Name:JOHN E BILODEAU DDS MS LTD
Employer identification number (EIN):540965775
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-07-01JOHN BILODEAU JOHN BILODEAU2014-04-03
0022011-07-01JOHN BILODEAU
0022010-07-01JOHN BILODEAU
0022009-07-01MARTHA BILODEAU MARTHA BILODEAU2010-12-06

Plan Statistics for JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST

401k plan membership statisitcs for JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST

Measure Date Value
2012: JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-016
Total number of active participants reported on line 7a of the Form 55002012-07-010
Total of all active and inactive participants2012-07-010
Total participants2012-07-010
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-016
Total number of active participants reported on line 7a of the Form 55002011-07-016
Total of all active and inactive participants2011-07-016
Total participants2011-07-016
Number of participants with account balances2011-07-016
2010: JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-017
Total number of active participants reported on line 7a of the Form 55002010-07-016
Total of all active and inactive participants2010-07-016
Total participants2010-07-016
Number of participants with account balances2010-07-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-011
2009: JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-016
Total number of active participants reported on line 7a of the Form 55002009-07-017
Total of all active and inactive participants2009-07-017
Total participants2009-07-017
Number of participants with account balances2009-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST

Measure Date Value
2013 : JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$62
Total income from all sources2013-06-30$238,840
Expenses. Total of all expenses incurred2013-06-30$3,572,879
Benefits paid (including direct rollovers)2013-06-30$3,572,843
Total plan assets at end of year2013-06-30$0
Total plan assets at beginning of year2013-06-30$3,334,101
Value of fidelity bond covering the plan2013-06-30$400,000
Expenses. Other expenses not covered elsewhere2013-06-30$36
Other income received2013-06-30$238,840
Net income (gross income less expenses)2013-06-30$-3,334,039
Net plan assets at end of year (total assets less liabilities)2013-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$3,334,039
2012 : JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-06-30$62
Total income from all sources2012-06-30$61,064
Expenses. Total of all expenses incurred2012-06-30$310,244
Benefits paid (including direct rollovers)2012-06-30$264,422
Total plan assets at end of year2012-06-30$3,334,101
Total plan assets at beginning of year2012-06-30$3,583,219
Value of fidelity bond covering the plan2012-06-30$400,000
Other income received2012-06-30$61,064
Net income (gross income less expenses)2012-06-30$-249,180
Net plan assets at end of year (total assets less liabilities)2012-06-30$3,334,039
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$3,583,219
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$45,822
2011 : JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-06-30$597,279
Expenses. Total of all expenses incurred2011-06-30$47,741
Benefits paid (including direct rollovers)2011-06-30$3,508
Total plan assets at end of year2011-06-30$3,583,219
Total plan assets at beginning of year2011-06-30$3,033,681
Value of fidelity bond covering the plan2011-06-30$400,000
Other income received2011-06-30$597,279
Net income (gross income less expenses)2011-06-30$549,538
Net plan assets at end of year (total assets less liabilities)2011-06-30$3,583,219
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$3,033,681
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$44,233

Form 5500 Responses for JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST

2012: JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingYes
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: JOHN E BILODEAU DDS MS LTD EMPLOYEES 401(K) PROFIT-SHARING PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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