401k Plan data: ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST plan

ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST
Plan identification number	001

ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ROBERT S. SEARS, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT S. SEARS, D.D.S., P.C.

Employer identification number (EIN): 541690302

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 MAURA SEARS
001 2014-01-01 ROBERT S. SEARS, D.D.S.
001 2013-01-01 ROBERT S. SEARS, D.D.S.
001 2012-01-01 ROBERT S. SEARS, D.D.S.
001 2011-01-01 ROBERT S. SEARS, D.D.S.
001 2009-01-01 ROBERT S. SEARS, D.D.S.
001 2009-01-01 ROBERT S. SEARS, D.D.S.
001 2008-01-01

Financial Data on ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST

Measure	Date	Value
2017 : ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$6,315
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$79,030
Expenses. Total of all expenses incurred	2017-12-31	$17,017
Benefits paid (including direct rollovers)	2017-12-31	$6,078
Total plan assets at end of year	2017-12-31	$871,248
Total plan assets at beginning of year	2017-12-31	$802,920
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$79,030
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$62,013
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$864,933
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$802,920
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$52,248
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$10,939
2016 : ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$49,004
Expenses. Total of all expenses incurred	2016-12-31	$176,513
Benefits paid (including direct rollovers)	2016-12-31	$160,000
Total plan assets at end of year	2016-12-31	$802,920
Total plan assets at beginning of year	2016-12-31	$930,429
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$1,519
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$47,485
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-127,509
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$802,920
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$930,429
Assets. Value of participant loans	2016-12-31	$5,877
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$661
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$52,248
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,513
2015 : ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-50,818
Expenses. Total of all expenses incurred	2015-12-31	$236,073
Benefits paid (including direct rollovers)	2015-12-31	$220,000
Total plan assets at end of year	2015-12-31	$930,429
Total plan assets at beginning of year	2015-12-31	$1,217,320
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$8,219
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-61,328
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-286,891
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$930,429
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,217,320
Assets. Value of participant loans	2015-12-31	$9,928
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$15,021
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$70,131
Total contributions received or receivable from employer(s)	2015-12-31	$2,291
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$16,073
2014 : ROBERT S. SEARS, D.D.S., 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	$64,620
Expenses. Total of all expenses incurred	2014-12-31	$17,686
Benefits paid (including direct rollovers)	2014-12-31	$1,847
Total plan assets at end of year	2014-12-31	$1,217,320
Total plan assets at beginning of year	2014-12-31	$1,170,386
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$27,192
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	$34,610
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$46,934
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,217,320
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,170,386
Assets. Value of participant loans	2014-12-31	$23,618
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$53,796
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$50,758
Total contributions received or receivable from employer(s)	2014-12-31	$2,818
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	$15,839
2013 : ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
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	$135,823
Expenses. Total of all expenses incurred	2013-12-31	$20,960
Benefits paid (including direct rollovers)	2013-12-31	$921
Total plan assets at end of year	2013-12-31	$1,170,386
Total plan assets at beginning of year	2013-12-31	$1,055,523
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$32,451
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$29
Other income received	2013-12-31	$99,541
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$114,863
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,170,386
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,055,523
Assets. Value of participant loans	2013-12-31	$37,785
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$65,420
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$23,543
Total contributions received or receivable from employer(s)	2013-12-31	$3,802
Value of certain deemed distributions of participant loans	2013-12-31	$10,198
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,841
2012 : ROBERT S. SEARS, D.D.S., 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	$393,002
Expenses. Total of all expenses incurred	2012-12-31	$25,857
Benefits paid (including direct rollovers)	2012-12-31	$19,450
Total plan assets at end of year	2012-12-31	$1,055,523
Total plan assets at beginning of year	2012-12-31	$688,378
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$42,350
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$274,103
Other income received	2012-12-31	$70,880
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$367,145
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,055,523
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$688,378
Assets. Value of participant loans	2012-12-31	$39,296
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$67,256
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$36,941
Total contributions received or receivable from employer(s)	2012-12-31	$5,669
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,407
2011 : ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$59,284
Expenses. Total of all expenses incurred	2011-12-31	$7,313
Benefits paid (including direct rollovers)	2011-12-31	$1,281
Total plan assets at end of year	2011-12-31	$688,378
Total plan assets at beginning of year	2011-12-31	$636,407
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$51,929
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$5,195
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$51,971
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$688,378
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$636,407
Assets. Value of participant loans	2011-12-31	$35,803
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$47,519
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$36,941
Total contributions received or receivable from employer(s)	2011-12-31	$2,160
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,032
2010 : ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$106,974
Expenses. Total of all expenses incurred	2010-12-31	$12,461
Benefits paid (including direct rollovers)	2010-12-31	$7,262
Total plan assets at end of year	2010-12-31	$636,407
Total plan assets at beginning of year	2010-12-31	$541,894
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$48,727
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$54,325
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$94,513
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$636,407
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$541,894
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$46,758
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$1,174
Total contributions received or receivable from employer(s)	2010-12-31	$3,922
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,199

Form 5500 Responses for ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST

2017: ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT S. SEARS, D.D.S., 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: ROBERT S. SEARS, D.D.S., 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: ROBERT S. SEARS, D.D.S., 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: ROBERT S. SEARS, D.D.S., 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: ROBERT S. SEARS, D.D.S., 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
2009: ROBERT S. SEARS, D.D.S., 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
2008: ROBERT S. SEARS, D.D.S., P.C. RETIREMENT PLAN & TRUST 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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Company Name:	ROBERT S. SEARS, D.D.S., P.C.
Employer identification number (EIN):	541690302
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	MAURA SEARS
001	2014-01-01	ROBERT S. SEARS, D.D.S.
001	2013-01-01	ROBERT S. SEARS, D.D.S.
001	2012-01-01	ROBERT S. SEARS, D.D.S.
001	2011-01-01	ROBERT S. SEARS, D.D.S.
001	2009-01-01	ROBERT S. SEARS, D.D.S.
001	2009-01-01	ROBERT S. SEARS, D.D.S.
001	2008-01-01