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SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 401k Plan overview

Plan NameSAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST
Plan identification number 003

SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 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

SAMUEL V ROWE DMD PA has sponsored the creation of one or more 401k plans.

Company Name:SAMUEL V ROWE DMD PA
Employer identification number (EIN):592163423
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01SAMUEL V. ROWE2023-06-15
0032021-01-01SAMUEL V. ROWE
0032020-01-01SAMUEL V. ROWE
0032019-01-01SAMUEL V. ROWE
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01GARY BERGER GARY BERGER2015-07-30
0032013-01-01
0032012-01-01SAMUEL P. ROWE
0032011-01-01SAMUEL P. ROWE
0032010-01-01SAMUEL P ROWE
0032009-01-01SAMUEL P ROWE
0032009-01-01SAMUEL P ROWE

Plan Statistics for SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST

401k plan membership statisitcs for SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST

Measure Date Value
2022: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Total of all active and inactive participants2022-01-014
Total participants2022-01-014
Number of participants with account balances2022-01-014
2021: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
2020: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
Number of participants with account balances2020-01-014
2019: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
2017: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
2016: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
2015: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-016
2014: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-017
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
Number of participants with account balances2014-01-017
2013: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-018
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-018
2012: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 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
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-018
2011: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 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
Total of all active and inactive participants2011-01-018
Total participants2011-01-018
Number of participants with account balances2011-01-018
2010: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-018
Total of all active and inactive participants2010-01-018
Total participants2010-01-018
Number of participants with account balances2010-01-018
2009: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 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
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-018

Financial Data on SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST

Measure Date Value
2022 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2022 401k financial data
Total income from all sources2022-12-31$-23,505
Total plan assets at end of year2022-12-31$610,067
Total plan assets at beginning of year2022-12-31$633,572
Other income received2022-12-31$-47,505
Net income (gross income less expenses)2022-12-31$-23,505
Net plan assets at end of year (total assets less liabilities)2022-12-31$610,067
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$633,572
Total contributions received or receivable from employer(s)2022-12-31$24,000
2021 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2021 401k financial data
Total income from all sources2021-12-31$84,567
Total plan assets at end of year2021-12-31$633,572
Total plan assets at beginning of year2021-12-31$549,005
Other income received2021-12-31$60,567
Net income (gross income less expenses)2021-12-31$84,567
Net plan assets at end of year (total assets less liabilities)2021-12-31$633,572
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$549,005
Total contributions received or receivable from employer(s)2021-12-31$24,000
2020 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2020 401k financial data
Total income from all sources2020-12-31$58,314
Total plan assets at end of year2020-12-31$549,005
Total plan assets at beginning of year2020-12-31$490,691
Other income received2020-12-31$43,314
Net income (gross income less expenses)2020-12-31$58,314
Net plan assets at end of year (total assets less liabilities)2020-12-31$549,005
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$490,691
Total contributions received or receivable from employer(s)2020-12-31$15,000
2019 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2019 401k financial data
Total income from all sources2019-12-31$60,478
Expenses. Total of all expenses incurred2019-12-31$2,938
Benefits paid (including direct rollovers)2019-12-31$2,938
Total plan assets at end of year2019-12-31$490,691
Total plan assets at beginning of year2019-12-31$433,151
Other income received2019-12-31$50,478
Net income (gross income less expenses)2019-12-31$57,540
Net plan assets at end of year (total assets less liabilities)2019-12-31$490,691
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$433,151
Total contributions received or receivable from employer(s)2019-12-31$10,000
2018 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2018 401k financial data
Total income from all sources2018-12-31$15,612
Total plan assets at end of year2018-12-31$433,151
Total plan assets at beginning of year2018-12-31$417,539
Other income received2018-12-31$5,612
Net income (gross income less expenses)2018-12-31$15,612
Net plan assets at end of year (total assets less liabilities)2018-12-31$433,151
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$417,539
Total contributions received or receivable from employer(s)2018-12-31$10,000
2017 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2017 401k financial data
Total income from all sources2017-12-31$67,652
Total plan assets at end of year2017-12-31$417,539
Total plan assets at beginning of year2017-12-31$349,887
Other income received2017-12-31$55,652
Net income (gross income less expenses)2017-12-31$67,652
Net plan assets at end of year (total assets less liabilities)2017-12-31$417,539
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$349,887
Total contributions received or receivable from employer(s)2017-12-31$12,000
2016 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2016 401k financial data
Total income from all sources2016-12-31$31,792
Expenses. Total of all expenses incurred2016-12-31$72,091
Benefits paid (including direct rollovers)2016-12-31$72,091
Total plan assets at end of year2016-12-31$349,887
Total plan assets at beginning of year2016-12-31$390,186
Other income received2016-12-31$17,992
Net income (gross income less expenses)2016-12-31$-40,299
Net plan assets at end of year (total assets less liabilities)2016-12-31$349,887
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$390,186
Total contributions received or receivable from employer(s)2016-12-31$13,800
2015 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2015 401k financial data
Total income from all sources2015-12-31$17,473
Expenses. Total of all expenses incurred2015-12-31$6,713
Benefits paid (including direct rollovers)2015-12-31$6,713
Total plan assets at end of year2015-12-31$390,186
Total plan assets at beginning of year2015-12-31$379,426
Other income received2015-12-31$2,273
Net income (gross income less expenses)2015-12-31$10,760
Net plan assets at end of year (total assets less liabilities)2015-12-31$390,186
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$379,426
Total contributions received or receivable from employer(s)2015-12-31$15,200
2014 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2014 401k financial data
Total income from all sources2014-12-31$32,765
Expenses. Total of all expenses incurred2014-12-31$3,096
Benefits paid (including direct rollovers)2014-12-31$3,096
Total plan assets at end of year2014-12-31$379,426
Total plan assets at beginning of year2014-12-31$349,757
Other income received2014-12-31$28,265
Net income (gross income less expenses)2014-12-31$29,669
Net plan assets at end of year (total assets less liabilities)2014-12-31$379,426
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$349,757
Total contributions received or receivable from employer(s)2014-12-31$4,500
2013 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2013 401k financial data
Total income from all sources2013-12-31$80,773
Expenses. Total of all expenses incurred2013-12-31$12,480
Benefits paid (including direct rollovers)2013-12-31$12,480
Total plan assets at end of year2013-12-31$349,757
Total plan assets at beginning of year2013-12-31$281,464
Other income received2013-12-31$79,673
Net income (gross income less expenses)2013-12-31$68,293
Net plan assets at end of year (total assets less liabilities)2013-12-31$349,757
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$281,464
Total contributions received or receivable from employer(s)2013-12-31$1,100
2012 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2012 401k financial data
Total income from all sources2012-12-31$62,367
Expenses. Total of all expenses incurred2012-12-31$70,080
Benefits paid (including direct rollovers)2012-12-31$70,080
Total plan assets at end of year2012-12-31$281,467
Total plan assets at beginning of year2012-12-31$289,180
Other income received2012-12-31$61,117
Net income (gross income less expenses)2012-12-31$-7,713
Net plan assets at end of year (total assets less liabilities)2012-12-31$281,467
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$289,180
Total contributions received or receivable from employer(s)2012-12-31$1,250
2011 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2011 401k financial data
Total income from all sources2011-12-31$-204
Expenses. Total of all expenses incurred2011-12-31$75,500
Benefits paid (including direct rollovers)2011-12-31$75,500
Total plan assets at end of year2011-12-31$289,180
Total plan assets at beginning of year2011-12-31$364,884
Other income received2011-12-31$-7,204
Net income (gross income less expenses)2011-12-31$-75,704
Net plan assets at end of year (total assets less liabilities)2011-12-31$289,180
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$364,884
Assets. Value of participant loans2011-12-31$9,675
Total contributions received or receivable from employer(s)2011-12-31$7,000
2010 : SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2010 401k financial data
Total income from all sources2010-12-31$60,062
Expenses. Total of all expenses incurred2010-12-31$64,635
Benefits paid (including direct rollovers)2010-12-31$64,635
Total plan assets at end of year2010-12-31$362,884
Total plan assets at beginning of year2010-12-31$367,457
Other income received2010-12-31$34,662
Net income (gross income less expenses)2010-12-31$-4,573
Net plan assets at end of year (total assets less liabilities)2010-12-31$362,884
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$367,457
Total contributions received or receivable from employer(s)2010-12-31$25,400

Form 5500 Responses for SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST

2022: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 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: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAMUEL P. ROWE, D.M.D., P.A. PENSION TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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