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ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST
Plan identification number 002

ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & 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
  • 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.
  • 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

ROBERT P. FIELDS, DMD, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT P. FIELDS, DMD, P.A.
Employer identification number (EIN):593250538
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about ROBERT P. FIELDS, DMD, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1993-06-22
Company Identification Number: P93000044081
Legal Registered Office Address: 1695 Country Walk Drive

FLEMING ISLAND

32003

More information about ROBERT P. FIELDS, DMD, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01ROBERT P. FIELDS, DMD, PA
0022015-01-01ROBERT P. FIELDS, DMD, PA
0022014-01-01ROBERT P. FIELDS, DMD
0022013-01-01ROBERT P. FIELDS, DMD
0022012-01-01ROBERT P. FIELDS, D.M.D.
0022011-01-01ROBERT P. FIELDS, D.M.D.
0022010-01-01ROBERT P. FIELDS, DMD ROBERT P. FIELDS, DMD2011-09-29
0022009-01-01ROBERT P. FIELDS, DMD ROBERT P. FIELDS, DMD2010-10-07

Plan Statistics for ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST

Measure Date Value
2017: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
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
2010: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST

Measure Date Value
2017 : ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$26,411
Expenses. Total of all expenses incurred2017-12-31$391,346
Benefits paid (including direct rollovers)2017-12-31$388,979
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$364,935
Value of fidelity bond covering the plan2017-12-31$33,675
Total contributions received or receivable from participants2017-12-31$0
Other income received2017-12-31$26,411
Net income (gross income less expenses)2017-12-31$-364,935
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$364,935
Total contributions received or receivable from employer(s)2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,367
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$30,919
Expenses. Total of all expenses incurred2016-12-31$2,727
Total plan assets at end of year2016-12-31$364,935
Total plan assets at beginning of year2016-12-31$336,743
Value of fidelity bond covering the plan2016-12-31$33,675
Total contributions received or receivable from participants2016-12-31$4,000
Other income received2016-12-31$26,448
Net income (gross income less expenses)2016-12-31$28,192
Net plan assets at end of year (total assets less liabilities)2016-12-31$364,935
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$336,743
Assets. Value of participant loans2016-12-31$35,942
Assets. Value of assets in partnership/joint-venture interests2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$471
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,727
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$15,281
Expenses. Total of all expenses incurred2015-12-31$3,021
Total plan assets at end of year2015-12-31$336,743
Total plan assets at beginning of year2015-12-31$324,483
Value of fidelity bond covering the plan2015-12-31$32,449
Total contributions received or receivable from participants2015-12-31$24,000
Other income received2015-12-31$-10,263
Net income (gross income less expenses)2015-12-31$12,260
Net plan assets at end of year (total assets less liabilities)2015-12-31$336,743
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$324,483
Assets. Value of participant loans2015-12-31$37,078
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,816
Total contributions received or receivable from employer(s)2015-12-31$1,544
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,021
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$57,094
Expenses. Total of all expenses incurred2014-12-31$2,348
Total plan assets at end of year2014-12-31$324,483
Total plan assets at beginning of year2014-12-31$269,737
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$46,000
Other income received2014-12-31$9,328
Net income (gross income less expenses)2014-12-31$54,746
Net plan assets at end of year (total assets less liabilities)2014-12-31$324,483
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$269,737
Assets. Value of participant loans2014-12-31$40,120
Assets. Value of assets in partnership/joint-venture interests2014-12-31$6,503
Total contributions received or receivable from employer(s)2014-12-31$1,766
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,348
2013 : ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$47,474
Expenses. Total of all expenses incurred2013-12-31$13,994
Benefits paid (including direct rollovers)2013-12-31$11,976
Total plan assets at end of year2013-12-31$269,737
Total plan assets at beginning of year2013-12-31$236,257
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$20,000
Other income received2013-12-31$25,612
Net income (gross income less expenses)2013-12-31$33,480
Net plan assets at end of year (total assets less liabilities)2013-12-31$269,737
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$236,257
Assets. Value of participant loans2013-12-31$43,306
Assets. Value of assets in partnership/joint-venture interests2013-12-31$7,908
Total contributions received or receivable from employer(s)2013-12-31$1,862
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,018
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$21,920
Expenses. Total of all expenses incurred2012-12-31$1,882
Benefits paid (including direct rollovers)2012-12-31$232
Total plan assets at end of year2012-12-31$236,257
Total plan assets at beginning of year2012-12-31$216,219
Value of fidelity bond covering the plan2012-12-31$30,000
Other income received2012-12-31$19,492
Net income (gross income less expenses)2012-12-31$20,038
Net plan assets at end of year (total assets less liabilities)2012-12-31$236,257
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$216,219
Assets. Value of participant loans2012-12-31$46,608
Assets. Value of assets in partnership/joint-venture interests2012-12-31$8,130
Total contributions received or receivable from employer(s)2012-12-31$2,428
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$7,149
Expenses. Total of all expenses incurred2011-12-31$5,745
Benefits paid (including direct rollovers)2011-12-31$4,218
Total plan assets at end of year2011-12-31$216,219
Total plan assets at beginning of year2011-12-31$214,815
Value of fidelity bond covering the plan2011-12-31$30,000
Other income received2011-12-31$3,270
Net income (gross income less expenses)2011-12-31$1,404
Net plan assets at end of year (total assets less liabilities)2011-12-31$216,219
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$214,815
Assets. Value of participant loans2011-12-31$49,047
Assets. Value of assets in partnership/joint-venture interests2011-12-31$8,023
Total contributions received or receivable from employer(s)2011-12-31$3,879
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,527
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$40,602
Expenses. Total of all expenses incurred2010-12-31$6,084
Benefits paid (including direct rollovers)2010-12-31$4,808
Total plan assets at end of year2010-12-31$214,815
Total plan assets at beginning of year2010-12-31$180,297
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$22,000
Other income received2010-12-31$15,471
Net income (gross income less expenses)2010-12-31$34,518
Net plan assets at end of year (total assets less liabilities)2010-12-31$214,815
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$180,297
Assets. Value of participant loans2010-12-31$51,863
Assets. Value of assets in partnership/joint-venture interests2010-12-31$7,894
Total contributions received or receivable from employer(s)2010-12-31$3,131
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,276
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST

2017: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & 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: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT P. FIELDS, DMD, P.A. RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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