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Plan Name | ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ROBERT A. NEAL, D.D.S., P.A. |
Employer identification number (EIN): | 752969508 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about ROBERT A. NEAL, D.D.S., P.A.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2002-01-09 |
Company Identification Number: | 0800044774 |
Legal Registered Office Address: |
8102 STONEBROOK PKWY STE 100 FRISCO United States of America (USA) 75034 |
More information about ROBERT A. NEAL, D.D.S., P.A.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ROBERT NEAL | |||
001 | 2017-01-01 | ROBERT NEAL | |||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ROBERT NEAL | |||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ROBERT NEAL | |||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ROBERT NEAL | |||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | ROBERT NEAL | |||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | ROBERT NEAL | |||
001 | 2011-01-01 | ROBERT NEAL | |||
001 | 2010-01-01 | ROBERT NEAL |
Measure | Date | Value |
---|---|---|
2022: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 7 |
Number of participants with account balances | 2022-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 6 |
Number of participants with account balances | 2021-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 6 |
Number of participants with account balances | 2020-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 8 |
Number of participants with account balances | 2019-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 7 |
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 | 2 |
Total of all active and inactive participants | 2016-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
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 | 2 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
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 | 1 |
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: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership | ||
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 | 6 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 6 |
2010: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 6 |
Number of participants with account balances | 2010-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data | ||
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-144,847 |
Expenses. Total of all expenses incurred | 2022-12-31 | $14,195 |
Total plan assets at end of year | 2022-12-31 | $1,783,398 |
Total plan assets at beginning of year | 2022-12-31 | $1,942,440 |
Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $37,165 |
Other income received | 2022-12-31 | $-189,191 |
Net income (gross income less expenses) | 2022-12-31 | $-159,042 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,783,398 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,942,440 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $7,179 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $14,195 |
2021 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $395,363 |
Expenses. Total of all expenses incurred | 2021-12-31 | $14,392 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $1,942,440 |
Total plan assets at beginning of year | 2021-12-31 | $1,561,469 |
Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $34,488 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $349,813 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $380,971 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,942,440 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,561,469 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $11,062 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $14,392 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $112,140 |
Expenses. Total of all expenses incurred | 2020-12-31 | $15,105 |
Benefits paid (including direct rollovers) | 2020-12-31 | $675 |
Total plan assets at end of year | 2020-12-31 | $1,561,469 |
Total plan assets at beginning of year | 2020-12-31 | $1,464,434 |
Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $26,758 |
Other income received | 2020-12-31 | $70,531 |
Net income (gross income less expenses) | 2020-12-31 | $97,035 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,561,469 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,464,434 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $14,851 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $14,430 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $280,966 |
Expenses. Total of all expenses incurred | 2019-12-31 | $37,917 |
Benefits paid (including direct rollovers) | 2019-12-31 | $25,262 |
Total plan assets at end of year | 2019-12-31 | $1,464,434 |
Total plan assets at beginning of year | 2019-12-31 | $1,221,385 |
Value of fidelity bond covering the plan | 2019-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $25,804 |
Other income received | 2019-12-31 | $241,922 |
Net income (gross income less expenses) | 2019-12-31 | $243,049 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,464,434 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,221,385 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $13,240 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $12,655 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $-90,544 |
Expenses. Total of all expenses incurred | 2018-12-31 | $12,794 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,000 |
Total plan assets at end of year | 2018-12-31 | $1,221,385 |
Total plan assets at beginning of year | 2018-12-31 | $1,324,723 |
Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
Total contributions received or receivable from participants | 2018-12-31 | $38,061 |
Other income received | 2018-12-31 | $-156,426 |
Net income (gross income less expenses) | 2018-12-31 | $-103,338 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,221,385 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,324,723 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $138,735 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $27,821 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $11,794 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $209,288 |
Expenses. Total of all expenses incurred | 2017-12-31 | $16,183 |
Benefits paid (including direct rollovers) | 2017-12-31 | $4,077 |
Total plan assets at end of year | 2017-12-31 | $1,324,723 |
Total plan assets at beginning of year | 2017-12-31 | $1,131,618 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Total contributions received or receivable from participants | 2017-12-31 | $18,171 |
Other income received | 2017-12-31 | $182,705 |
Net income (gross income less expenses) | 2017-12-31 | $193,105 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,324,723 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,131,618 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $8,412 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $12,106 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $207,755 |
Expenses. Total of all expenses incurred | 2016-12-31 | $357,145 |
Benefits paid (including direct rollovers) | 2016-12-31 | $345,571 |
Total plan assets at end of year | 2016-12-31 | $1,131,618 |
Total plan assets at beginning of year | 2016-12-31 | $1,281,008 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $24,275 |
Other income received | 2016-12-31 | $158,462 |
Net income (gross income less expenses) | 2016-12-31 | $-149,390 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,131,618 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,281,008 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $25,018 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $11,574 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $58,519 |
Expenses. Total of all expenses incurred | 2015-12-31 | $13,817 |
Total plan assets at end of year | 2015-12-31 | $1,281,008 |
Total plan assets at beginning of year | 2015-12-31 | $1,236,306 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Total contributions received or receivable from participants | 2015-12-31 | $44,813 |
Other income received | 2015-12-31 | $-32,488 |
Net income (gross income less expenses) | 2015-12-31 | $44,702 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,281,008 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,236,306 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $46,194 |
Value of corrective distributions | 2015-12-31 | $372 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $13,445 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $69,104 |
Expenses. Total of all expenses incurred | 2014-12-31 | $11,146 |
Total plan assets at end of year | 2014-12-31 | $1,236,306 |
Total plan assets at beginning of year | 2014-12-31 | $1,178,348 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Total contributions received or receivable from participants | 2014-12-31 | $13,171 |
Other income received | 2014-12-31 | $41,677 |
Net income (gross income less expenses) | 2014-12-31 | $57,958 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,236,306 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,178,348 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $50,636 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $14,256 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $11,146 |
2013 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $243,576 |
Expenses. Total of all expenses incurred | 2013-12-31 | $11,498 |
Total plan assets at end of year | 2013-12-31 | $1,178,348 |
Total plan assets at beginning of year | 2013-12-31 | $946,270 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $16,661 |
Other income received | 2013-12-31 | $211,546 |
Net income (gross income less expenses) | 2013-12-31 | $232,078 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,178,348 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $946,270 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $26,020 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $15,369 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $11,498 |
2012 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $217,934 |
Expenses. Total of all expenses incurred | 2012-12-31 | $13,395 |
Benefits paid (including direct rollovers) | 2012-12-31 | $2,998 |
Total plan assets at end of year | 2012-12-31 | $946,270 |
Total plan assets at beginning of year | 2012-12-31 | $741,731 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $50,573 |
Other income received | 2012-12-31 | $133,208 |
Net income (gross income less expenses) | 2012-12-31 | $204,539 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $946,270 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $741,731 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $34,153 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $10,397 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $52,569 |
Expenses. Total of all expenses incurred | 2011-12-31 | $4,032 |
Total plan assets at end of year | 2011-12-31 | $741,731 |
Total plan assets at beginning of year | 2011-12-31 | $693,194 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $35,595 |
Other income received | 2011-12-31 | $-18,001 |
Net income (gross income less expenses) | 2011-12-31 | $48,537 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $741,731 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $693,194 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $34,975 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,032 |
2010 : ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $115,534 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $693,194 |
Total plan assets at beginning of year | 2010-12-31 | $577,660 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $38,425 |
Other income received | 2010-12-31 | $65,655 |
Net income (gross income less expenses) | 2010-12-31 | $115,534 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $693,194 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $577,660 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $11,454 |
2022: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING 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: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING 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: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING 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: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING 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: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING 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: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING 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: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING 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: ROBERT A. NEAL, D.D.S. 401K PROFIT SHARING 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 |