| Plan Name | SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SCOTT A. MORSE, D.D.S., P.A. |
| Employer identification number (EIN): | 752562137 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about SCOTT A. MORSE, D.D.S., P.A.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1999-12-29 |
| Company Identification Number: | 0082081803 |
| Legal Registered Office Address: |
1009 W MITCHELL ST ARLINGTON United States of America (USA) 76013 |
More information about SCOTT A. MORSE, D.D.S., P.A.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | SCOTT A. MORSE, D.D.S. | |||
| 001 | 2015-01-01 | SCOTT A. MORSE, D.D.S. | |||
| 001 | 2014-01-01 | SCOTT A. MORSE, D.D.S. | |||
| 001 | 2013-01-01 | SCOTT A. MORSE, D.D.S. | |||
| 001 | 2012-01-01 | SCOTT A. MORSE, D.D.S. | |||
| 001 | 2011-01-01 | SCOTT A. MORSE, D.D.S. | |||
| 001 | 2010-01-01 | SCOTT A. MORSE, D.D.S. | |||
| 001 | 2009-01-01 | SCOTT A. MORSE, D.D.S. | |||
| 001 | 2009-01-01 | SCOTT A. MORSE, D.D.S. |
| Measure | Date | Value |
|---|---|---|
| 2025 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-22 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-22 | 535 |
| Total expenses incurred by plan in this plan year | 2025-10-22 | 2393018 |
| Net assets as of the end of the plan year | 2025-10-22 | 0 |
| Total assets as of the beginning of the plan year | 2025-10-22 | 2393092 |
| Value of plan covered by a fidelity bond | 2025-10-22 | 210000 |
| Participant contributions to plan in this plan year | 2025-10-22 | 34694 |
| Other expenses paid from plan in this plan year | 2025-10-22 | 0 |
| Other contributions to plan in this plan year | 2025-10-22 | 0 |
| Other income to plan in this plan year | 2025-10-22 | -41359 |
| Plan net income in this plan year | 2025-10-22 | -2392557 |
| Net assets as of the end of the plan year | 2025-10-22 | 0 |
| Net assets as of the beginning of the plan year | 2025-10-22 | 2392557 |
| Employer contributions to plan in this plan year | 2025-10-22 | 7126 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-22 | 7514 |
| Total liabilities as of the end of the plan year | 2025-10-06 | 535 |
| Total liabilities as of the beginning of the plan year | 2025-10-06 | 535 |
| Total expenses incurred by plan in this plan year | 2025-10-06 | 17630 |
| Net assets as of the end of the plan year | 2025-10-06 | 2393092 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 2051126 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 210000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 44304 |
| Other expenses paid from plan in this plan year | 2025-10-06 | 0 |
| Other contributions to plan in this plan year | 2025-10-06 | 0 |
| Other income to plan in this plan year | 2025-10-06 | 258360 |
| Plan net income in this plan year | 2025-10-06 | 341966 |
| Net assets as of the end of the plan year | 2025-10-06 | 2392557 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 2050591 |
| Employer contributions to plan in this plan year | 2025-10-06 | 56932 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 17107 |
| 2024 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-20 | 535 |
| Total liabilities as of the beginning of the plan year | 2024-05-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-20 | 14228 |
| Net assets as of the end of the plan year | 2024-05-20 | 2051126 |
| Total assets as of the beginning of the plan year | 2024-05-20 | 1695036 |
| Value of plan covered by a fidelity bond | 2024-05-20 | 210000 |
| Participant contributions to plan in this plan year | 2024-05-20 | 41638 |
| Other expenses paid from plan in this plan year | 2024-05-20 | 0 |
| Other contributions to plan in this plan year | 2024-05-20 | 0 |
| Other income to plan in this plan year | 2024-05-20 | 273521 |
| Plan net income in this plan year | 2024-05-20 | 355555 |
| Net assets as of the end of the plan year | 2024-05-20 | 2050591 |
| Net assets as of the beginning of the plan year | 2024-05-20 | 1695036 |
| Value of contributions failed to transmitted timely | 2024-05-20 | 1552 |
| Employer contributions to plan in this plan year | 2024-05-20 | 54624 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-20 | 14228 |
| 2022 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-08-25 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-25 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-25 | 255883 |
| Net assets as of the end of the plan year | 2022-08-25 | 1840464 |
| Total assets as of the beginning of the plan year | 2022-08-25 | 1851841 |
| Value of plan covered by a fidelity bond | 2022-08-25 | 210000 |
| Participant contributions to plan in this plan year | 2022-08-25 | 35056 |
| Other expenses paid from plan in this plan year | 2022-08-25 | 0 |
| Other contributions to plan in this plan year | 2022-08-25 | 0 |
| Other income to plan in this plan year | 2022-08-25 | 163561 |
| Plan net income in this plan year | 2022-08-25 | -11377 |
| Net assets as of the end of the plan year | 2022-08-25 | 1840464 |
| Net assets as of the beginning of the plan year | 2022-08-25 | 1851841 |
| Employer contributions to plan in this plan year | 2022-08-25 | 45889 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-25 | 15479 |
| 2017 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2017 401k financial data | ||
| Transfers to/from the plan | 2017-12-31 | $0 |
| 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 | $221,835 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $58,474 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $46,750 |
| Total plan assets at end of year | 2017-12-31 | $1,445,942 |
| Total plan assets at beginning of year | 2017-12-31 | $1,282,581 |
| Value of fidelity bond covering the plan | 2017-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $53,407 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $124,498 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $163,361 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,445,942 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,282,581 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $43,930 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $11,724 |
| 2016 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2016 401k financial data | ||
| Transfers to/from the plan | 2016-12-31 | $0 |
| 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 | $83,615 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $9,296 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $1,282,581 |
| Total plan assets at beginning of year | 2016-12-31 | $1,208,262 |
| Value of fidelity bond covering the plan | 2016-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $49,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $-12,352 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $74,319 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,282,581 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,208,262 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $526 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $46,967 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $9,296 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2015 401k financial data | ||
| Transfers to/from the plan | 2015-12-31 | $0 |
| 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 | $-8,619 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $62,190 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $53,147 |
| Total plan assets at end of year | 2015-12-31 | $1,208,262 |
| Total plan assets at beginning of year | 2015-12-31 | $1,279,071 |
| Value of fidelity bond covering the plan | 2015-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $43,003 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-96,137 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-70,809 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,208,262 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,279,071 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $11,944 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $44,515 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $9,043 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2014 401k financial data | ||
| 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 | $93,541 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $8,648 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,279,071 |
| Total plan assets at beginning of year | 2014-12-31 | $1,194,178 |
| Value of fidelity bond covering the plan | 2014-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $54,244 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $-5,133 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $84,893 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,279,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,194,178 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $42,775 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $44,430 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8,648 |
| 2013 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2013 401k financial data | ||
| 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 | $223,004 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $26,916 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $18,400 |
| Total plan assets at end of year | 2013-12-31 | $1,194,178 |
| Total plan assets at beginning of year | 2013-12-31 | $998,090 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $46,026 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $130,700 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $196,088 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,194,178 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $998,090 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $52,018 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $46,278 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,516 |
| 2012 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2012 401k financial data | ||
| Transfers to/from the plan | 2012-12-31 | $0 |
| 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 | $157,387 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $11,596 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,836 |
| Total plan assets at end of year | 2012-12-31 | $998,090 |
| Total plan assets at beginning of year | 2012-12-31 | $852,299 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $50,646 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $60,065 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $145,791 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $998,090 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $852,299 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $53,478 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $46,676 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,760 |
| 2011 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2011 401k financial data | ||
| 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 | $95,772 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $6,135 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $852,299 |
| Total plan assets at beginning of year | 2011-12-31 | $762,661 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $43,308 |
| 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 | $7,080 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $89,637 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $852,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $762,661 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $52,775 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $45,384 |
| 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 | $6,135 |
| 2010 : SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2010 401k financial data | ||
| 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 | $127,314 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $9,020 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,683 |
| Total plan assets at end of year | 2010-12-31 | $762,661 |
| Total plan assets at beginning of year | 2010-12-31 | $644,367 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $35,605 |
| 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 | $48,565 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $118,294 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $762,661 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $644,367 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $51,929 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $43,144 |
| 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 | $5,337 |
| 2017: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2017 form 5500 responses | ||
|---|---|---|
| 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: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2016 form 5500 responses | ||
| 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: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2015 form 5500 responses | ||
| 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: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2014 form 5500 responses | ||
| 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: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2013 form 5500 responses | ||
| 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: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2012 form 5500 responses | ||
| 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: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2011 form 5500 responses | ||
| 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 |
| 2010: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SCOTT A. MORSE, D.D.S., P.A. RETIREMENT PLAN & TRUST 2009 form 5500 responses | ||
| 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 |