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| Plan Name | ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ROBERT J KAKOS DDS PC |
| Employer identification number (EIN): | 581377835 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about ROBERT J KAKOS DDS PC
| Jurisdiction of Incorporation: | Georgia Department of States Corporations Division |
| Incorporation Date: | 1979-10-05 |
| Company Identification Number: | 585268 |
| Legal Registered Office Address: |
1150 GRIMES BRIDGE ROAD Ste. 200 United States of America (USA) GA |
More information about ROBERT J KAKOS DDS PC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2014-07-01 | 2015-07-13 | |||
| 001 | 2013-07-01 | 2014-08-19 | |||
| 001 | 2012-07-01 | ROBERT J. KAKOS | 2013-12-15 | ||
| 001 | 2011-07-01 | ROBERT J. KAKOS | 2012-12-20 | ||
| 001 | 2010-07-01 | ROBERT J. KAKOS | 2011-12-14 | ||
| 001 | 2009-07-01 | ROBERT J. KAKOS | 2010-08-31 |
| Measure | Date | Value |
|---|---|---|
| 2014: ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-07-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 0 |
| Total of all active and inactive participants | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 0 |
| Number of participants with account balances | 2014-07-01 | 0 |
| 2013: ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 6 |
| Total of all active and inactive participants | 2013-07-01 | 6 |
| Total participants | 2013-07-01 | 6 |
| Number of participants with account balances | 2013-07-01 | 6 |
| 2012: ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 5 |
| Total of all active and inactive participants | 2012-07-01 | 5 |
| Total participants | 2012-07-01 | 5 |
| Number of participants with account balances | 2012-07-01 | 5 |
| 2011: ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-07-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 5 |
| Total of all active and inactive participants | 2011-07-01 | 5 |
| Total participants | 2011-07-01 | 5 |
| Number of participants with account balances | 2011-07-01 | 5 |
| 2010: ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-07-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 5 |
| Total of all active and inactive participants | 2010-07-01 | 5 |
| Total participants | 2010-07-01 | 5 |
| Number of participants with account balances | 2010-07-01 | 6 |
| 2009: ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 6 |
| Total of all active and inactive participants | 2009-07-01 | 6 |
| Total participants | 2009-07-01 | 6 |
| Number of participants with account balances | 2009-07-01 | 6 |
| Measure | Date | Value |
|---|---|---|
| 2014 : ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $-31,016 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,951,317 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,948,707 |
| Total plan assets at end of year | 2014-12-31 | $0 |
| Total plan assets at beginning of year | 2014-12-31 | $2,982,333 |
| Value of fidelity bond covering the plan | 2014-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $1,833 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $230 |
| Other income received | 2014-12-31 | $-33,130 |
| Net income (gross income less expenses) | 2014-12-31 | $-2,982,333 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,982,333 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $281 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,380 |
| Total income from all sources | 2014-06-30 | $493,424 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $37,232 |
| Total plan assets at end of year | 2014-06-30 | $2,982,333 |
| Total plan assets at beginning of year | 2014-06-30 | $2,526,141 |
| Value of fidelity bond covering the plan | 2014-06-30 | $60,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $64,246 |
| Other income received | 2014-06-30 | $417,002 |
| Net income (gross income less expenses) | 2014-06-30 | $456,192 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $2,982,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $2,526,141 |
| Assets. Value of participant loans | 2014-06-30 | $33,978 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $12,176 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $37,232 |
| 2013 : ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-06-30 | $337,898 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $31,578 |
| Total plan assets at end of year | 2013-06-30 | $2,526,141 |
| Total plan assets at beginning of year | 2013-06-30 | $2,219,821 |
| Value of fidelity bond covering the plan | 2013-06-30 | $60,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $38,046 |
| Other income received | 2013-06-30 | $254,226 |
| Net income (gross income less expenses) | 2013-06-30 | $306,320 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $2,526,141 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $2,219,821 |
| Assets. Value of participant loans | 2013-06-30 | $49,700 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $45,626 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $31,578 |
| 2012 : ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-06-30 | $91,260 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $52,538 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $23,260 |
| Total plan assets at end of year | 2012-06-30 | $2,219,821 |
| Total plan assets at beginning of year | 2012-06-30 | $2,181,099 |
| Value of fidelity bond covering the plan | 2012-06-30 | $60,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $32,998 |
| Other income received | 2012-06-30 | $10,734 |
| Net income (gross income less expenses) | 2012-06-30 | $38,722 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $2,219,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $2,181,099 |
| Assets. Value of participant loans | 2012-06-30 | $63,752 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $47,528 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $29,278 |
| 2011 : ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-06-30 | $524,366 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $67,584 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $36,456 |
| Total plan assets at end of year | 2011-06-30 | $2,181,099 |
| Total plan assets at beginning of year | 2011-06-30 | $1,724,317 |
| Value of fidelity bond covering the plan | 2011-06-30 | $60,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $22,000 |
| Other income received | 2011-06-30 | $457,053 |
| Net income (gross income less expenses) | 2011-06-30 | $456,782 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $2,181,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,724,317 |
| Assets. Value of participant loans | 2011-06-30 | $24,325 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $45,313 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $31,128 |
| 2014: ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2014 form 5500 responses | ||
|---|---|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | This submission is the final filing | Yes |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2010 form 5500 responses | ||
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT J KAKOS DDS PC 401 K PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |