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| Plan Name | WILLIAM D. DAILEY, D.M.D. EMPLOYEES' PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | WILLIAM D. DAILEY, D.M.D. |
| Employer identification number (EIN): | 581531675 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2012-01-01 | CATHERINE REA | 2013-09-25 | CATHERINE REA | 2013-09-25 |
| 002 | 2011-01-01 | CATHERINE REA | 2012-09-28 | CATHERINE REA | 2012-09-28 |
| 002 | 2010-01-01 | CATHERINE REA | CATHERINE REA | 2011-08-23 | |
| 002 | 2009-01-01 | CATHERINE REA | CATHERINE REA | 2010-09-16 |
| Measure | Date | Value |
|---|---|---|
| 2010: WILLIAM D. DAILEY, D.M.D. EMPLOYEES' PENSION PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
| 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 | 1 |
| Total participants | 2010-01-01 | 1 |
| 2009: WILLIAM D. DAILEY, D.M.D. EMPLOYEES' PENSION PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Total participants | 2009-01-01 | 8 |
| Measure | Date | Value |
|---|---|---|
| 2010 : WILLIAM D. DAILEY, D.M.D. EMPLOYEES' PENSION PLAN 2010 401k financial data | ||
| Total plan liabilities at beginning of year | 2010-12-31 | $115,743 |
| Total income from all sources | 2010-12-31 | $140,480 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $793,643 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $766,527 |
| Total plan assets at end of year | 2010-12-31 | $726,624 |
| Total plan assets at beginning of year | 2010-12-31 | $1,495,530 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $9,486 |
| Other income received | 2010-12-31 | $140,480 |
| Net income (gross income less expenses) | 2010-12-31 | $-653,163 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $726,624 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,379,787 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $120,000 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $17,630 |
| 2010: WILLIAM D. DAILEY, D.M.D. EMPLOYEES' PENSION PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WILLIAM D. DAILEY, D.M.D. EMPLOYEES' PENSION PLAN 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 |
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