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PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 401k Plan overview

Plan NamePATRICK K. MCSHANE, DMD, PC 401(K) PLAN
Plan identification number 001

PATRICK K. MCSHANE, DMD, PC 401(K) 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
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

PATRICK K. MCSHANE, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name:PATRICK K. MCSHANE, DMD, PC
Employer identification number (EIN):581684693
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATRICK K. MCSHANE, DMD, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PATRICK K. MCSHANE2023-06-24
0012021-01-01PATRICK K. MCSHANE2022-04-12
0012020-01-01PATRICK K. MCSHANE2021-05-18
0012018-01-01PATRICK K. MCSHANE2019-02-26
0012017-01-01PATRICK K. MCSHANE2018-03-02
0012016-01-01PATRICK K. MCSHANE2017-04-10
0012015-01-01PATRICK K. MCSHANE2016-05-27
0012014-01-01PATRICK K. MCSHANE2015-02-23
0012013-01-01PATRICK K. MCSHANE
0012012-01-01PATRICK K. MCSHANE PATRICK K. MCSHANE2013-06-12
0012011-01-01PATRICK K. MCSHANE PATRICK K. MCSHANE2012-07-16
0012009-01-01PATRICK K. MCSHANE PATRICK K. MCSHANE2010-08-09

Plan Statistics for PATRICK K. MCSHANE, DMD, PC 401(K) PLAN

401k plan membership statisitcs for PATRICK K. MCSHANE, DMD, PC 401(K) PLAN

Measure Date Value
2013: PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018

Financial Data on PATRICK K. MCSHANE, DMD, PC 401(K) PLAN

Measure Date Value
2013 : PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$286,447
Expenses. Total of all expenses incurred2013-12-31$1,199
Benefits paid (including direct rollovers)2013-12-31$1,199
Total plan assets at end of year2013-12-31$1,014,294
Total plan assets at beginning of year2013-12-31$729,046
Value of fidelity bond covering the plan2013-12-31$50,000
Other income received2013-12-31$226,167
Net income (gross income less expenses)2013-12-31$285,248
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,014,294
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$729,046
Total contributions received or receivable from employer(s)2013-12-31$60,280
2012 : PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$31,226
Total plan assets at end of year2012-12-31$729,046
Total plan assets at beginning of year2012-12-31$697,820
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$-500
Net income (gross income less expenses)2012-12-31$31,226
Net plan assets at end of year (total assets less liabilities)2012-12-31$729,046
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$697,820
Total contributions received or receivable from employer(s)2012-12-31$31,726
2011 : PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$18,024
Expenses. Total of all expenses incurred2011-12-31$20,960
Benefits paid (including direct rollovers)2011-12-31$20,960
Total plan assets at end of year2011-12-31$697,820
Total plan assets at beginning of year2011-12-31$700,756
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$-12,846
Net income (gross income less expenses)2011-12-31$-2,936
Net plan assets at end of year (total assets less liabilities)2011-12-31$697,820
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$700,756
Total contributions received or receivable from employer(s)2011-12-31$30,870
2010 : PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$57,075
Total plan assets at end of year2010-12-31$700,756
Total plan assets at beginning of year2010-12-31$643,681
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$24,470
Net income (gross income less expenses)2010-12-31$57,075
Net plan assets at end of year (total assets less liabilities)2010-12-31$700,756
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$643,681
Total contributions received or receivable from employer(s)2010-12-31$32,605

Form 5500 Responses for PATRICK K. MCSHANE, DMD, PC 401(K) PLAN

2013: PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PATRICK K. MCSHANE, DMD, PC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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