401k Plan data: SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN plan

SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN 401k Plan overview

Plan Name	SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN
Plan identification number	004

SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A.

Employer identification number (EIN): 591541047

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2011-01-01 ROBERT STEPHENS
004 2010-01-01 ROBERT STEPHENS
004 2009-01-01 ROBERT STEPHENS
004 2009-01-01 ROBERT STEPHENS

Plan id#	Filing Submission Date	Name of Administrator
004	2011-01-01	ROBERT STEPHENS
004	2010-01-01	ROBERT STEPHENS
004	2009-01-01	ROBERT STEPHENS
004	2009-01-01	ROBERT STEPHENS

Plan Statistics for SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN

401k plan membership statisitcs for SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN

Measure Date Value
2011: SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
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 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
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 2
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 28
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 28

Measure	Date	Value
2011: SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
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	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
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	2
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	28
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	28

Financial Data on SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN

Measure	Date	Value
2011 : SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$2,719
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$141
Expenses. Total of all expenses incurred	2011-12-31	$30,842
Benefits paid (including direct rollovers)	2011-12-31	$30,842
Total plan assets at end of year	2011-12-31	$2,719
Total plan assets at beginning of year	2011-12-31	$30,701
Value of fidelity bond covering the plan	2011-12-31	$3,100
Other income received	2011-12-31	$141
Net income (gross income less expenses)	2011-12-31	$-30,701
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$30,701
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$15,350
Expenses. Total of all expenses incurred	2010-12-31	$852,327
Benefits paid (including direct rollovers)	2010-12-31	$852,327
Total plan assets at end of year	2010-12-31	$30,701
Total plan assets at beginning of year	2010-12-31	$867,678
Value of fidelity bond covering the plan	2010-12-31	$86,800
Other income received	2010-12-31	$15,350
Net income (gross income less expenses)	2010-12-31	$-836,977
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$30,701
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$867,678
Total contributions received or receivable from employer(s)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K 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

Form 5500 Responses for SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN

2011: SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K 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	Yes
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: SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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: SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A. PROFIT SHARING TRUST AND 401K 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SOUTH FLORIDA DENTISTRY FOR CHILDREN AND ORTHODONTICS, P.A.
Employer identification number (EIN):	591541047
NAIC Classification:	621210
NAIC Description:	Offices of Dentists