RICHARD E. MOORE, DDS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST
401k plan membership statisitcs for TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST
Measure | Date | Value |
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2017: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
2011: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
2009: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2017 : TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $210,562 |
Expenses. Total of all expenses incurred | 2017-12-31 | $27,599 |
Benefits paid (including direct rollovers) | 2017-12-31 | $19,934 |
Total plan assets at end of year | 2017-12-31 | $1,333,915 |
Total plan assets at beginning of year | 2017-12-31 | $1,150,952 |
Value of fidelity bond covering the plan | 2017-12-31 | $125,000 |
Total contributions received or receivable from participants | 2017-12-31 | $43,117 |
Other income received | 2017-12-31 | $118,659 |
Net income (gross income less expenses) | 2017-12-31 | $182,963 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,333,915 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,150,952 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $48,786 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,665 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $141,523 |
Expenses. Total of all expenses incurred | 2016-12-31 | $8,798 |
Total plan assets at end of year | 2016-12-31 | $1,150,952 |
Total plan assets at beginning of year | 2016-12-31 | $1,018,227 |
Value of fidelity bond covering the plan | 2016-12-31 | $125,000 |
Total contributions received or receivable from participants | 2016-12-31 | $22,917 |
Other income received | 2016-12-31 | $72,740 |
Net income (gross income less expenses) | 2016-12-31 | $132,725 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,150,952 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,018,227 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $720 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $45,866 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,798 |
2015 : TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-3,534 |
Expenses. Total of all expenses incurred | 2015-12-31 | $19,372 |
Benefits paid (including direct rollovers) | 2015-12-31 | $9,446 |
Total plan assets at end of year | 2015-12-31 | $1,018,227 |
Total plan assets at beginning of year | 2015-12-31 | $1,041,133 |
Value of fidelity bond covering the plan | 2015-12-31 | $125,000 |
Total contributions received or receivable from participants | 2015-12-31 | $22,901 |
Other income received | 2015-12-31 | $-64,105 |
Net income (gross income less expenses) | 2015-12-31 | $-22,906 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,018,227 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,041,133 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $16,359 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $37,670 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $9,926 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $84,961 |
Expenses. Total of all expenses incurred | 2014-12-31 | $8,241 |
Total plan assets at end of year | 2014-12-31 | $1,041,133 |
Total plan assets at beginning of year | 2014-12-31 | $964,413 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $22,954 |
Other income received | 2014-12-31 | $22,007 |
Net income (gross income less expenses) | 2014-12-31 | $76,720 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,041,133 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $964,413 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $58,589 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $40,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8,241 |
2013 : TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $158,685 |
Expenses. Total of all expenses incurred | 2013-12-31 | $74,760 |
Benefits paid (including direct rollovers) | 2013-12-31 | $66,703 |
Total plan assets at end of year | 2013-12-31 | $964,413 |
Total plan assets at beginning of year | 2013-12-31 | $880,488 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $22,897 |
Other income received | 2013-12-31 | $96,234 |
Net income (gross income less expenses) | 2013-12-31 | $83,925 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $964,413 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $880,488 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $71,249 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $39,554 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,057 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $131,423 |
Expenses. Total of all expenses incurred | 2012-12-31 | $6,251 |
Total plan assets at end of year | 2012-12-31 | $880,488 |
Total plan assets at beginning of year | 2012-12-31 | $755,316 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $20,057 |
Other income received | 2012-12-31 | $74,328 |
Net income (gross income less expenses) | 2012-12-31 | $125,172 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $880,488 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $755,316 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $73,248 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $37,038 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,251 |
2011 : TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $62,897 |
Expenses. Total of all expenses incurred | 2011-12-31 | $56,199 |
Benefits paid (including direct rollovers) | 2011-12-31 | $50,281 |
Total plan assets at end of year | 2011-12-31 | $755,316 |
Total plan assets at beginning of year | 2011-12-31 | $748,618 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $22,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $2,872 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $6,698 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $755,316 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $748,618 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $72,285 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $38,025 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,918 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
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 | $107,724 |
Expenses. Total of all expenses incurred | 2010-12-31 | $4,959 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $748,618 |
Total plan assets at beginning of year | 2010-12-31 | $645,853 |
Value of fidelity bond covering the plan | 2010-12-31 | $590,000 |
Total contributions received or receivable from participants | 2010-12-31 | $20,500 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $57,226 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $102,765 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $748,618 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $645,853 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $71,127 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $29,998 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,959 |
2009 : TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2017: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2011 form 5500 responses |
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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 | No |
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 |
2009: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2009 form 5500 responses |
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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 |