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RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN
Plan identification number 002

RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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 R. PENCE, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:RICHARD R. PENCE, DDS, PA
Employer identification number (EIN):561023279
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01RICHARD R PENCE2022-01-20
0022020-01-01RICHARD R PENCE2021-06-10
0022019-01-01RICHARD R PENCE2020-05-07
0022018-01-01RICHARD R PENCE2019-07-02
0022017-01-01RICHARD R PENCE2018-03-06
0022016-01-01RICHARD R PENCE2017-05-23
0022015-01-01RICHARD R PENCE2016-02-15
0022014-01-01RICHARD R PENCE2015-04-27
0022013-01-01RICHARD R PENCE
0022012-01-01RICHARD R PENCE
0022011-01-01RICHARD R PENCE
0022009-01-01RICHARD R. PENCE RICHARD R. PENCE2010-09-09

Financial Data on RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN

Measure Date Value
2013 : RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$174,712
Expenses. Total of all expenses incurred2013-12-31$9,957
Total plan assets at end of year2013-12-31$2,060,833
Total plan assets at beginning of year2013-12-31$1,896,078
Value of fidelity bond covering the plan2013-12-31$3,000,000
Other income received2013-12-31$123,378
Net income (gross income less expenses)2013-12-31$164,755
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,060,833
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,896,078
Total contributions received or receivable from employer(s)2013-12-31$51,334
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,957
2012 : RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$110,079
Expenses. Total of all expenses incurred2012-12-31$12,913
Total plan assets at end of year2012-12-31$1,896,078
Total plan assets at beginning of year2012-12-31$1,798,912
Value of fidelity bond covering the plan2012-12-31$3,000,000
Assets. Value of loans (other than to participants)2012-12-31$139,512
Other income received2012-12-31$84,390
Net income (gross income less expenses)2012-12-31$97,166
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,896,078
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,798,912
Total contributions received or receivable from employer(s)2012-12-31$25,689
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,913
2011 : RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$34,114
Expenses. Total of all expenses incurred2011-12-31$9,865
Total plan assets at end of year2011-12-31$1,798,912
Total plan assets at beginning of year2011-12-31$1,774,663
Value of fidelity bond covering the plan2011-12-31$200,000
Assets. Value of loans (other than to participants)2011-12-31$110,177
Other income received2011-12-31$6,038
Net income (gross income less expenses)2011-12-31$24,249
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,798,912
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,774,663
Assets. Value of participant loans2011-12-31$61,791
Total contributions received or receivable from employer(s)2011-12-31$28,076
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,865
2010 : RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$210,113
Expenses. Total of all expenses incurred2010-12-31$7,793
Total plan assets at end of year2010-12-31$1,774,663
Total plan assets at beginning of year2010-12-31$1,572,343
Value of fidelity bond covering the plan2010-12-31$200,000
Assets. Value of loans (other than to participants)2010-12-31$186,087
Other income received2010-12-31$168,720
Net income (gross income less expenses)2010-12-31$202,320
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,774,663
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,572,343
Total contributions received or receivable from employer(s)2010-12-31$41,393
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$7,793

Form 5500 Responses for RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN

2013: RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RICHARD R. PENCE, DDS, PA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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