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PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA 401k Plan overview

Plan NamePROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA
Plan identification number 002

PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA Benefits

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

401k Sponsoring company profile

RICHARD E. CONNER, DDS has sponsored the creation of one or more 401k plans.

Company Name:RICHARD E. CONNER, DDS
Employer identification number (EIN):570523244
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-06-01KAREN A. CURRIN CPA2015-06-17 KAREN A. CURRIN CPA2015-06-17
0022013-06-01KAREN A. CURRIN CPA2014-07-23
0022012-06-01KAREN A. CURRIN CPA2013-08-22
0022011-06-01KAREN A. HURSEY CPA
0022010-06-01KAREN A. HURSEY CPA
0022009-06-01KAREN A. HURSEY CPA

Plan Statistics for PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA

401k plan membership statisitcs for PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA

Measure Date Value
2011: PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA 2011 401k membership
Total participants, beginning-of-year2011-06-016
Total number of active participants reported on line 7a of the Form 55002011-06-015
Number of other retired or separated participants entitled to future benefits2011-06-011
Total of all active and inactive participants2011-06-016
Total participants2011-06-016
Number of participants with account balances2011-06-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA 2010 401k membership
Total participants, beginning-of-year2010-06-015
Total number of active participants reported on line 7a of the Form 55002010-06-016
Total of all active and inactive participants2010-06-016
Total participants2010-06-016
Number of participants with account balances2010-06-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA 2009 401k membership
Total participants, beginning-of-year2009-06-016
Total number of active participants reported on line 7a of the Form 55002009-06-015
Total of all active and inactive participants2009-06-015
Total participants2009-06-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-011

Financial Data on PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA

Measure Date Value
2012 : PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA 2012 401k financial data
Total plan liabilities at end of year2012-05-31$0
Total plan liabilities at beginning of year2012-05-31$1,177
Total income from all sources2012-05-31$-90,381
Expenses. Total of all expenses incurred2012-05-31$96,413
Benefits paid (including direct rollovers)2012-05-31$96,413
Total plan assets at end of year2012-05-31$2,645,438
Total plan assets at beginning of year2012-05-31$2,833,409
Value of fidelity bond covering the plan2012-05-31$80,000
Other income received2012-05-31$-144,022
Net income (gross income less expenses)2012-05-31$-186,794
Net plan assets at end of year (total assets less liabilities)2012-05-31$2,645,438
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$2,832,232
Total contributions received or receivable from employer(s)2012-05-31$53,641
2011 : PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA 2011 401k financial data
Total plan liabilities at end of year2011-05-31$1,177
Total plan liabilities at beginning of year2011-05-31$1,177
Total income from all sources2011-05-31$513,717
Expenses. Total of all expenses incurred2011-05-31$93,262
Benefits paid (including direct rollovers)2011-05-31$93,262
Total plan assets at end of year2011-05-31$2,833,409
Total plan assets at beginning of year2011-05-31$2,412,954
Value of fidelity bond covering the plan2011-05-31$80,000
Other income received2011-05-31$458,381
Net income (gross income less expenses)2011-05-31$420,455
Net plan assets at end of year (total assets less liabilities)2011-05-31$2,832,232
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$2,411,777
Total contributions received or receivable from employer(s)2011-05-31$55,336

Form 5500 Responses for PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA

2011: PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN AND TRUST OF RICHARD E. CONNER, DDS, PA 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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