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TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN 401k Plan overview

Plan NameTRI STATE PERIODONTICS PSC PROFIT SHARING PLAN
Plan identification number 001

TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

TRI STATE PERIODONTICS PSC has sponsored the creation of one or more 401k plans.

Company Name:TRI STATE PERIODONTICS PSC
Employer identification number (EIN):611299997
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GREGORY CRAFAT2023-10-04
0012021-01-01GREGORY CRAFT2022-10-05 GREGORY CRAFT2022-10-05
0012020-01-01GREGORY CRAFT2021-09-28 GREGORY CRAFT2021-09-28
0012019-01-01GREGORY CRAFT2020-10-05 GREGORY CRAFT2020-10-05
0012018-01-01GREGORY CRAFT2019-10-11 GREGORY CRAFT2019-10-11
0012017-01-01GREGORY CRAFT2018-09-26 GREGORY CRAFT2018-09-26
0012016-01-01GREGORY CRAFT2017-09-29 GREGORY CRAFT2017-09-29
0012015-01-01GREGORY CRAFT2016-10-17 GREGORY CRAFT2016-10-17
0012014-01-01GREGORY CRAFT2015-09-28 GREGORY CRAFT2015-09-28
0012013-01-01GREGORY CRAFT2014-10-08 GREGORY CRAFT2014-10-08
0012012-01-01GREGORY CRAFT GREGORY CRAFT2013-05-31
0012011-01-01GREGORY CRAFT GREGORY CRAFT2012-08-01
0012009-01-01GREGORY CRAFT GREGORY CRAFT2010-10-14

Plan Statistics for TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN

401k plan membership statisitcs for TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN

Measure Date Value
2012: TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN

Measure Date Value
2012 : TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$39,747
Total plan assets at end of year2012-12-31$223,092
Total plan assets at beginning of year2012-12-31$183,345
Value of fidelity bond covering the plan2012-12-31$20,000
Other income received2012-12-31$24,747
Net income (gross income less expenses)2012-12-31$39,747
Net plan assets at end of year (total assets less liabilities)2012-12-31$223,092
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$183,345
Total contributions received or receivable from employer(s)2012-12-31$15,000
2011 : TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-12,012
Expenses. Total of all expenses incurred2011-12-31$4,015
Benefits paid (including direct rollovers)2011-12-31$4,015
Total plan assets at end of year2011-12-31$183,345
Total plan assets at beginning of year2011-12-31$199,372
Value of fidelity bond covering the plan2011-12-31$20,000
Other income received2011-12-31$-12,012
Net income (gross income less expenses)2011-12-31$-16,027
Net plan assets at end of year (total assets less liabilities)2011-12-31$183,345
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$199,372
2010 : TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$19,000
Total plan assets at end of year2010-12-31$199,372
Total plan assets at beginning of year2010-12-31$180,372
Value of fidelity bond covering the plan2010-12-31$20,000
Other income received2010-12-31$19,000
Net income (gross income less expenses)2010-12-31$19,000
Net plan assets at end of year (total assets less liabilities)2010-12-31$199,372
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$180,372

Form 5500 Responses for TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN

2012: TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN 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: TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TRI STATE PERIODONTICS PSC PROFIT SHARING PLAN 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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