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ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN
Plan identification number 001

ROBERT M. REID, DDS, P.A. PROFIT SHARING 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

401k Sponsoring company profile

ROBERT M. REID, DDS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT M. REID, DDS, P.A.
Employer identification number (EIN):591848940
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-10-01ROBERT M. REID, DDS2021-06-11 ROBERT M. REID, DDS2021-06-11
0012019-10-01ROBERT M. REID, DDS2021-06-11 ROBERT M. REID, DDS2021-06-11
0012018-10-01ROBERT M. REID, DDS2020-07-08 ROBERT M. REID, DDS2020-07-08
0012017-10-01ROBERT M. REID, DDS2019-06-03 ROBERT M. REID, DDS2019-06-03
0012016-10-01
0012015-10-01ROBERT M. REID, DDS
0012014-10-01ROBERT M. REID, DDS
0012013-10-01ROBERT M. REID, DDS ROBERT M. REID, DDS2015-06-11
0012012-10-01ROBERT M. REID, DDS ROBERT M. REID, DDS2014-01-21
0012011-10-01ROBERT M. REID, DDS ROBERT M. REID, DDS2013-03-14
0012009-10-01ROBERT M. REID, DDS ROBERT M. REID, DDS2011-04-28

Plan Statistics for ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN

Measure Date Value
2020: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011
Total number of active participants reported on line 7a of the Form 55002020-10-010
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-010
Number of participants with account balances2020-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-014
Total number of active participants reported on line 7a of the Form 55002019-10-011
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-011
Number of participants with account balances2019-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-016
Total number of active participants reported on line 7a of the Form 55002018-10-014
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-014
Number of participants with account balances2018-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-015
Total number of active participants reported on line 7a of the Form 55002017-10-014
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-011
Total of all active and inactive participants2017-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-015
Number of participants with account balances2017-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-015
Total number of active participants reported on line 7a of the Form 55002016-10-014
Number of other retired or separated participants entitled to future benefits2016-10-011
Total of all active and inactive participants2016-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-015
Number of participants with account balances2016-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-011
2015: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-015
Total number of active participants reported on line 7a of the Form 55002015-10-015
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-015
Number of participants with account balances2015-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-015
Total number of active participants reported on line 7a of the Form 55002014-10-015
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-015
Number of participants with account balances2014-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-015
Total number of active participants reported on line 7a of the Form 55002013-10-015
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-015
Number of participants with account balances2013-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-015
Total number of active participants reported on line 7a of the Form 55002012-10-014
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-014
Number of participants with account balances2012-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-015
Total number of active participants reported on line 7a of the Form 55002011-10-013
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-011
Total of all active and inactive participants2011-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-014
Number of participants with account balances2011-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-011
2009: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-015
Total number of active participants reported on line 7a of the Form 55002009-10-015
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-015
Number of participants with account balances2009-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN

Measure Date Value
2020 : ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total income from all sources2020-12-31$229,660
Expenses. Total of all expenses incurred2020-12-31$2,261,557
Benefits paid (including direct rollovers)2020-12-31$2,261,557
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$2,031,897
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$0
Other income received2020-12-31$229,660
Net income (gross income less expenses)2020-12-31$-2,031,897
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,031,897
Total contributions received or receivable from employer(s)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$192,350
Total income from all sources2020-09-30$245,974
Expenses. Total of all expenses incurred2020-09-30$70,874
Benefits paid (including direct rollovers)2020-09-30$67,702
Total plan assets at end of year2020-09-30$2,031,897
Total plan assets at beginning of year2020-09-30$1,856,797
Value of fidelity bond covering the plan2020-09-30$200,000
Total contributions received or receivable from participants2020-09-30$0
Expenses. Other expenses not covered elsewhere2020-09-30$3,172
Other income received2020-09-30$245,974
Net income (gross income less expenses)2020-09-30$175,100
Net plan assets at end of year (total assets less liabilities)2020-09-30$2,031,897
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$1,856,797
Assets. Value of real-estate (other than employer real property)2020-09-30$192,350
Total contributions received or receivable from employer(s)2020-09-30$0
2019 : ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-09-30$110,443
Expenses. Total of all expenses incurred2019-09-30$95,012
Benefits paid (including direct rollovers)2019-09-30$91,395
Total plan assets at end of year2019-09-30$1,856,797
Total plan assets at beginning of year2019-09-30$1,841,366
Value of fidelity bond covering the plan2019-09-30$200,000
Expenses. Other expenses not covered elsewhere2019-09-30$3,617
Other income received2019-09-30$110,443
Net income (gross income less expenses)2019-09-30$15,431
Net plan assets at end of year (total assets less liabilities)2019-09-30$1,856,797
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$1,841,366
Assets. Value of real-estate (other than employer real property)2019-09-30$193,000
2017 : ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$121,722
Expenses. Total of all expenses incurred2017-09-30$73,504
Benefits paid (including direct rollovers)2017-09-30$70,137
Total plan assets at end of year2017-09-30$1,734,689
Total plan assets at beginning of year2017-09-30$1,686,471
Value of fidelity bond covering the plan2017-09-30$112,440
Expenses. Other expenses not covered elsewhere2017-09-30$3,367
Other income received2017-09-30$109,722
Net income (gross income less expenses)2017-09-30$48,218
Net plan assets at end of year (total assets less liabilities)2017-09-30$1,734,689
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$1,686,471
Assets. Value of real-estate (other than employer real property)2017-09-30$146,111
Total contributions received or receivable from employer(s)2017-09-30$12,000
2016 : ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$41,891
Expenses. Total of all expenses incurred2016-09-30$69,135
Benefits paid (including direct rollovers)2016-09-30$65,717
Total plan assets at end of year2016-09-30$1,686,471
Total plan assets at beginning of year2016-09-30$1,713,715
Value of fidelity bond covering the plan2016-09-30$112,440
Expenses. Other expenses not covered elsewhere2016-09-30$3,418
Other income received2016-09-30$32,891
Net income (gross income less expenses)2016-09-30$-27,244
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,686,471
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,713,715
Assets. Value of real-estate (other than employer real property)2016-09-30$146,111
Total contributions received or receivable from employer(s)2016-09-30$9,000
2015 : ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$116,216
Expenses. Total of all expenses incurred2015-09-30$53,371
Benefits paid (including direct rollovers)2015-09-30$50,287
Total plan assets at end of year2015-09-30$1,713,715
Total plan assets at beginning of year2015-09-30$1,650,870
Value of fidelity bond covering the plan2015-09-30$112,440
Expenses. Other expenses not covered elsewhere2015-09-30$3,084
Other income received2015-09-30$104,216
Net income (gross income less expenses)2015-09-30$62,845
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,713,715
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,650,870
Assets. Value of real-estate (other than employer real property)2015-09-30$136,904
Total contributions received or receivable from employer(s)2015-09-30$12,000
2014 : ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$427,930
Expenses. Total of all expenses incurred2014-09-30$44,216
Benefits paid (including direct rollovers)2014-09-30$40,880
Total plan assets at end of year2014-09-30$1,650,870
Total plan assets at beginning of year2014-09-30$1,267,156
Value of fidelity bond covering the plan2014-09-30$190,000
Expenses. Other expenses not covered elsewhere2014-09-30$3,336
Other income received2014-09-30$415,930
Net income (gross income less expenses)2014-09-30$383,714
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,650,870
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,267,156
Assets. Value of participant loans2014-09-30$3,543
Assets. Value of real-estate (other than employer real property)2014-09-30$128,534
Total contributions received or receivable from employer(s)2014-09-30$12,000
2013 : ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$193,592
Expenses. Total of all expenses incurred2013-09-30$37,524
Benefits paid (including direct rollovers)2013-09-30$35,374
Total plan assets at end of year2013-09-30$1,267,156
Total plan assets at beginning of year2013-09-30$1,111,088
Value of fidelity bond covering the plan2013-09-30$190,000
Expenses. Other expenses not covered elsewhere2013-09-30$2,150
Other income received2013-09-30$193,592
Net income (gross income less expenses)2013-09-30$156,068
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,267,156
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,111,088
Assets. Value of participant loans2013-09-30$4,837
Assets. Value of real-estate (other than employer real property)2013-09-30$121,000
2012 : ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$213,280
Expenses. Total of all expenses incurred2012-09-30$4,277
Benefits paid (including direct rollovers)2012-09-30$1,436
Total plan assets at end of year2012-09-30$1,111,088
Total plan assets at beginning of year2012-09-30$902,085
Value of fidelity bond covering the plan2012-09-30$190,000
Expenses. Other expenses not covered elsewhere2012-09-30$2,841
Other income received2012-09-30$213,280
Net income (gross income less expenses)2012-09-30$209,003
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,111,088
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$902,085
Assets. Value of participant loans2012-09-30$6,090
Assets. Value of real-estate (other than employer real property)2012-09-30$119,834
2011 : ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$-31,900
Expenses. Total of all expenses incurred2011-09-30$2,786
Total plan assets at end of year2011-09-30$902,085
Total plan assets at beginning of year2011-09-30$936,771
Value of fidelity bond covering the plan2011-09-30$190,000
Assets. Value of loans (other than to participants)2011-09-30$6,600
Expenses. Other expenses not covered elsewhere2011-09-30$2,786
Other income received2011-09-30$-31,900
Net income (gross income less expenses)2011-09-30$-34,686
Net plan assets at end of year (total assets less liabilities)2011-09-30$902,085
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$936,771
Assets. Value of real-estate (other than employer real property)2011-09-30$120,000

Form 5500 Responses for ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN

2020: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingYes
2020-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: ROBERT M. REID, DDS, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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