401k Plan data: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST plan

DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number	001

DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

DAVID S. DUBOSE DDS, PA has sponsored the creation of one or more 401k plans.

Company Name: DAVID S. DUBOSE DDS, PA

Employer identification number (EIN): 561161496

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DAVID S. DUBOSE DAVID S. DUBOSE 2014-06-19
001 2012-01-01 DAVID S. DUBOSE DAVID S. DUBOSE 2013-06-21
001 2011-01-01 DAVID S. DUBOSE DAVID S. DUBOSE 2012-07-05
001 2010-01-01 DAVID S. DUBOSE DAVID S. DUBOSE 2011-07-01
001 2009-01-01 LISA HENSLEY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	DAVID S. DUBOSE	DAVID S. DUBOSE	2014-06-19
001	2012-01-01	DAVID S. DUBOSE	DAVID S. DUBOSE	2013-06-21
001	2011-01-01	DAVID S. DUBOSE	DAVID S. DUBOSE	2012-07-05
001	2010-01-01	DAVID S. DUBOSE	DAVID S. DUBOSE	2011-07-01
001	2009-01-01	LISA HENSLEY

Plan Statistics for DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
2009: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
2009: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2013 : DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$101
Total income from all sources	2013-12-31	$237,218
Expenses. Total of all expenses incurred	2013-12-31	$3,703,947
Benefits paid (including direct rollovers)	2013-12-31	$3,663,206
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$3,466,830
Value of fidelity bond covering the plan	2013-12-31	$347,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$40,741
Other income received	2013-12-31	$237,218
Net income (gross income less expenses)	2013-12-31	$-3,466,729
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,466,729
2012 : DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$101
Total plan liabilities at beginning of year	2012-12-31	$101
Total income from all sources	2012-12-31	$146,551
Expenses. Total of all expenses incurred	2012-12-31	$191,568
Benefits paid (including direct rollovers)	2012-12-31	$150,000
Total plan assets at end of year	2012-12-31	$3,466,830
Total plan assets at beginning of year	2012-12-31	$3,511,847
Value of fidelity bond covering the plan	2012-12-31	$352,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$41,568
Other income received	2012-12-31	$146,551
Net income (gross income less expenses)	2012-12-31	$-45,017
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,466,729
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,511,746
2011 : DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$101
Total plan liabilities at beginning of year	2011-12-31	$101
Total income from all sources	2011-12-31	$152,899
Expenses. Total of all expenses incurred	2011-12-31	$46,475
Total plan assets at end of year	2011-12-31	$3,511,847
Total plan assets at beginning of year	2011-12-31	$3,405,423
Value of fidelity bond covering the plan	2011-12-31	$341,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$46,475
Other income received	2011-12-31	$152,899
Net income (gross income less expenses)	2011-12-31	$106,424
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,511,746
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,405,322
2010 : DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$101
Total plan liabilities at beginning of year	2010-12-31	$101
Total income from all sources	2010-12-31	$376,726
Expenses. Total of all expenses incurred	2010-12-31	$43,526
Total plan assets at end of year	2010-12-31	$3,405,423
Total plan assets at beginning of year	2010-12-31	$3,072,223
Value of fidelity bond covering the plan	2010-12-31	$308,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$43,526
Other income received	2010-12-31	$376,726
Net income (gross income less expenses)	2010-12-31	$333,200
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,405,322
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,072,122

Form 5500 Responses for DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST

2013: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID S. DUBOSE DDS PA EMPLOYEES PROFIT SHARING PLAN AND 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	DAVID S. DUBOSE DDS, PA
Employer identification number (EIN):	561161496
NAIC Classification:	621210
NAIC Description:	Offices of Dentists