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TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameTENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST
Plan identification number 001

TENNESSEE VALLEY ENDODONTICS 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RICHARD E. MOORE, DDS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD E. MOORE, DDS, P.C.
Employer identification number (EIN):621636564
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01RICHARD E. MOORE, DDS2019-06-05
0012017-01-01RICHARD E. MOORE, DDS
0012016-01-01RICHARD E. MOORE, DDS
0012015-01-01RICHARD E. MOORE, DDS
0012014-01-01RICHARD E. MOORE, DDS
0012013-01-01RICHARD E. MOORE, DDS
0012012-01-01RICHARD E. MOORE, DDS
0012011-01-01RICHARD E. MOORE, DDS
0012009-01-01RICHARD E. MOORE, DDS RICHARD E. MOORE, DDS2010-10-01

Plan Statistics for TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST

401k plan membership statisitcs for TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST

Measure Date Value
2017: TENNESSEE VALLEY ENDODONTICS 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 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TENNESSEE VALLEY ENDODONTICS 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 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
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: TENNESSEE VALLEY ENDODONTICS 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 benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TENNESSEE VALLEY ENDODONTICS 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 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
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% vested2014-01-011
2013: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016
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: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015
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 benefits2012-01-011
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST

Measure Date Value
2017 : TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$210,562
Expenses. Total of all expenses incurred2017-12-31$27,599
Benefits paid (including direct rollovers)2017-12-31$19,934
Total plan assets at end of year2017-12-31$1,333,915
Total plan assets at beginning of year2017-12-31$1,150,952
Value of fidelity bond covering the plan2017-12-31$125,000
Total contributions received or receivable from participants2017-12-31$43,117
Other income received2017-12-31$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 interests2017-12-31$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 securities2017-12-31$0
2016 : TENNESSEE VALLEY ENDODONTICS 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$141,523
Expenses. Total of all expenses incurred2016-12-31$8,798
Total plan assets at end of year2016-12-31$1,150,952
Total plan assets at beginning of year2016-12-31$1,018,227
Value of fidelity bond covering the plan2016-12-31$125,000
Total contributions received or receivable from participants2016-12-31$22,917
Other income received2016-12-31$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 interests2016-12-31$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
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-3,534
Expenses. Total of all expenses incurred2015-12-31$19,372
Benefits paid (including direct rollovers)2015-12-31$9,446
Total plan assets at end of year2015-12-31$1,018,227
Total plan assets at beginning of year2015-12-31$1,041,133
Value of fidelity bond covering the plan2015-12-31$125,000
Total contributions received or receivable from participants2015-12-31$22,901
Other income received2015-12-31$-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 interests2015-12-31$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 securities2015-12-31$0
2014 : TENNESSEE VALLEY ENDODONTICS 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$84,961
Expenses. Total of all expenses incurred2014-12-31$8,241
Total plan assets at end of year2014-12-31$1,041,133
Total plan assets at beginning of year2014-12-31$964,413
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$22,954
Other income received2014-12-31$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 interests2014-12-31$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
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$158,685
Expenses. Total of all expenses incurred2013-12-31$74,760
Benefits paid (including direct rollovers)2013-12-31$66,703
Total plan assets at end of year2013-12-31$964,413
Total plan assets at beginning of year2013-12-31$880,488
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$22,897
Other income received2013-12-31$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 interests2013-12-31$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 securities2013-12-31$0
2012 : TENNESSEE VALLEY ENDODONTICS 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$131,423
Expenses. Total of all expenses incurred2012-12-31$6,251
Total plan assets at end of year2012-12-31$880,488
Total plan assets at beginning of year2012-12-31$755,316
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$20,057
Other income received2012-12-31$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 interests2012-12-31$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
Transfers to/from the plan2011-12-31$0
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$62,897
Expenses. Total of all expenses incurred2011-12-31$56,199
Benefits paid (including direct rollovers)2011-12-31$50,281
Total plan assets at end of year2011-12-31$755,316
Total plan assets at beginning of year2011-12-31$748,618
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$22,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$2,872
Noncash contributions received2011-12-31$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 interests2011-12-31$72,285
Total contributions received or receivable from employer(s)2011-12-31$38,025
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$107,724
Expenses. Total of all expenses incurred2010-12-31$4,959
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$748,618
Total plan assets at beginning of year2010-12-31$645,853
Value of fidelity bond covering the plan2010-12-31$590,000
Total contributions received or receivable from participants2010-12-31$20,500
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$57,226
Noncash contributions received2010-12-31$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 interests2010-12-31$71,127
Total contributions received or receivable from employer(s)2010-12-31$29,998
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$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
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 TENNESSEE VALLEY ENDODONTICS RETIREMENT PLAN & TRUST

2017: TENNESSEE VALLEY ENDODONTICS 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 filingNo
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: TENNESSEE VALLEY ENDODONTICS 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: TENNESSEE VALLEY ENDODONTICS 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: TENNESSEE VALLEY ENDODONTICS 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: TENNESSEE VALLEY ENDODONTICS 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: TENNESSEE VALLEY ENDODONTICS 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: TENNESSEE VALLEY ENDODONTICS 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
2009: TENNESSEE VALLEY ENDODONTICS 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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