ROBERT A PURDEY, DDS, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT A PURDEY, DDS, PA 401(K) PLAN
| Measure | Date | Value |
|---|
| 2012: ROBERT A PURDEY, DDS, PA 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
| 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 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 9 |
| Number of participants with account balances | 2012-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ROBERT A PURDEY, DDS, PA 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| 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 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 9 |
| Number of participants with account balances | 2011-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: ROBERT A PURDEY, DDS, PA 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
| 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 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 9 |
| Number of participants with account balances | 2010-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: ROBERT A PURDEY, DDS, PA 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : ROBERT A PURDEY, DDS, PA 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $98,569 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $16,861 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $16,861 |
| Total plan assets at end of year | 2012-12-31 | $575,044 |
| Total plan assets at beginning of year | 2012-12-31 | $493,336 |
| Value of fidelity bond covering the plan | 2012-12-31 | $58,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $2,256 |
| Other income received | 2012-12-31 | $81,556 |
| Net income (gross income less expenses) | 2012-12-31 | $81,708 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $575,044 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $493,336 |
| Assets. Value of participant loans | 2012-12-31 | $65,324 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $14,757 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : ROBERT A PURDEY, DDS, PA 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-10,768 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $25,153 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $17,310 |
| Total plan assets at end of year | 2011-12-31 | $493,336 |
| Total plan assets at beginning of year | 2011-12-31 | $529,257 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $2,805 |
| Other income received | 2011-12-31 | $-27,745 |
| Net income (gross income less expenses) | 2011-12-31 | $-35,921 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $493,336 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $529,257 |
| Assets. Value of participant loans | 2011-12-31 | $66,851 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $2,542 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $14,172 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $7,843 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : ROBERT A PURDEY, DDS, PA 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $94,144 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $529,257 |
| Total plan assets at beginning of year | 2010-12-31 | $435,113 |
| Value of fidelity bond covering the plan | 2010-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $41,195 |
| Other income received | 2010-12-31 | $38,210 |
| Net income (gross income less expenses) | 2010-12-31 | $94,144 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $529,257 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $435,113 |
| Assets. Value of participant loans | 2010-12-31 | $76,299 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $14,739 |
| 2009 : ROBERT A PURDEY, DDS, PA 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2012: ROBERT A PURDEY, DDS, PA 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT A PURDEY, DDS, PA 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBERT A PURDEY, DDS, PA 401(K) 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: ROBERT A PURDEY, DDS, PA 401(K) 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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