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Plan Name | G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | G. ROBERT OSBORN, D.D.S., INC. |
Employer identification number (EIN): | 770394368 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about G. ROBERT OSBORN, D.D.S., INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1995-02-01 |
Company Identification Number: | C1927335 |
Legal Registered Office Address: |
4260 Truxtun Avenue Suite 150 Bakersfield United States of America (USA) 93309 |
More information about G. ROBERT OSBORN, D.D.S., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2019-02-01 | ||||
001 | 2018-02-01 | G. ROBERT OSBORN, D.D.S. | G. ROBERT OSBORN, D.D.S. | 2019-06-24 | |
001 | 2017-02-01 | G. ROBERT OSBORN, D.D.S. | G. ROBERT OSBORN, D.D.S. | 2018-08-14 | |
001 | 2016-02-01 | G. ROBERT OSBORN, D.D.S. | G. ROBERT OSBORN, D.D.S. | 2017-10-23 | |
001 | 2015-02-01 | G. ROBERT OSBORN, D.D.S. | G. ROBERT OSBORN, D.D.S. | 2016-08-04 | |
001 | 2014-02-01 | G. ROBERT OSBORN, D.D.S. | G. ROBERT OSBORN, D.D.S. | 2015-09-22 | |
001 | 2014-02-01 | G. ROBERT OSBORN, D.D.S. | G. ROBERT OSBORN, D.D.S. | 2016-08-05 | |
001 | 2013-02-01 | G. ROBERT OSBORN, D.D.S. | G. ROBERT OSBORN, D.D.S. | 2014-10-31 | |
001 | 2012-02-01 | G. ROBERT OSBORN, D.D.S. | |||
001 | 2012-01-01 | G. ROBERT OSBORN, D.D.S. | 2013-04-24 | ||
001 | 2011-01-01 | G. ROBERT OSBORN, D.D.S. | 2012-10-11 |
Measure | Date | Value |
---|---|---|
2019: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-02-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-02-01 | 0 |
Total of all active and inactive participants | 2019-02-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-02-01 | 0 |
Total participants | 2019-02-01 | 0 |
Number of participants with account balances | 2019-02-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-02-01 | 0 |
2018: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-02-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 6 |
Total of all active and inactive participants | 2018-02-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-02-01 | 0 |
Total participants | 2018-02-01 | 6 |
Number of participants with account balances | 2018-02-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-02-01 | 0 |
2017: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-02-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 5 |
Number of retired or separated participants receiving benefits | 2017-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-02-01 | 0 |
Total of all active and inactive participants | 2017-02-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-02-01 | 0 |
Total participants | 2017-02-01 | 5 |
Number of participants with account balances | 2017-02-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-02-01 | 0 |
2016: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-02-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-02-01 | 1 |
Total of all active and inactive participants | 2016-02-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-02-01 | 0 |
Total participants | 2016-02-01 | 5 |
Number of participants with account balances | 2016-02-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-02-01 | 0 |
2015: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-02-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-02-01 | 1 |
Total of all active and inactive participants | 2015-02-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-02-01 | 0 |
Total participants | 2015-02-01 | 6 |
Number of participants with account balances | 2015-02-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-02-01 | 0 |
2014: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-02-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 3 |
Total of all active and inactive participants | 2014-02-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-02-01 | 0 |
Total participants | 2014-02-01 | 8 |
Number of participants with account balances | 2014-02-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-02-01 | 0 |
2013: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-02-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-02-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 0 |
Total of all active and inactive participants | 2013-02-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-02-01 | 0 |
Total participants | 2013-02-01 | 11 |
Number of participants with account balances | 2013-02-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-02-01 | 0 |
2012: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-02-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-02-01 | 3 |
Total of all active and inactive participants | 2012-02-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-02-01 | 0 |
Total participants | 2012-02-01 | 8 |
Number of participants with account balances | 2012-02-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-02-01 | 0 |
Measure | Date | Value |
---|---|---|
2020 : G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total plan liabilities at beginning of year | 2020-01-31 | $0 |
Total income from all sources | 2020-01-31 | $452,715 |
Expenses. Total of all expenses incurred | 2020-01-31 | $4,329,044 |
Benefits paid (including direct rollovers) | 2020-01-31 | $4,319,133 |
Total plan assets at end of year | 2020-01-31 | $0 |
Total plan assets at beginning of year | 2020-01-31 | $3,876,329 |
Value of fidelity bond covering the plan | 2020-01-31 | $1,260,000 |
Assets. Value of tangible personal property | 2020-01-31 | $0 |
Assets. Value of loans (other than to participants) | 2020-01-31 | $0 |
Other income received | 2020-01-31 | $452,715 |
Net income (gross income less expenses) | 2020-01-31 | $-3,876,329 |
Net plan assets at end of year (total assets less liabilities) | 2020-01-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-01-31 | $3,876,329 |
Assets. Value of assets in partnership/joint-venture interests | 2020-01-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-01-31 | $9,911 |
2019 : G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-01-31 | $0 |
Total plan liabilities at beginning of year | 2019-01-31 | $0 |
Total income from all sources | 2019-01-31 | $-54,182 |
Expenses. Total of all expenses incurred | 2019-01-31 | $56,135 |
Benefits paid (including direct rollovers) | 2019-01-31 | $40,000 |
Total plan assets at end of year | 2019-01-31 | $3,766,012 |
Total plan assets at beginning of year | 2019-01-31 | $3,876,329 |
Value of fidelity bond covering the plan | 2019-01-31 | $760,000 |
Assets. Value of tangible personal property | 2019-01-31 | $140,000 |
Total contributions received or receivable from participants | 2019-01-31 | $1,800 |
Assets. Value of loans (other than to participants) | 2019-01-31 | $156,224 |
Other income received | 2019-01-31 | $-55,982 |
Net income (gross income less expenses) | 2019-01-31 | $-110,317 |
Net plan assets at end of year (total assets less liabilities) | 2019-01-31 | $3,766,012 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-01-31 | $3,876,329 |
Assets. Value of assets in partnership/joint-venture interests | 2019-01-31 | $19,253 |
Assets. Value of real-estate (other than employer real property) | 2019-01-31 | $340,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-01-31 | $16,135 |
2018 : G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-01-31 | $0 |
Total plan liabilities at beginning of year | 2018-01-31 | $0 |
Total income from all sources | 2018-01-31 | $126,722 |
Expenses. Total of all expenses incurred | 2018-01-31 | $13,379 |
Benefits paid (including direct rollovers) | 2018-01-31 | $467 |
Total plan assets at end of year | 2018-01-31 | $3,876,329 |
Total plan assets at beginning of year | 2018-01-31 | $3,762,986 |
Value of fidelity bond covering the plan | 2018-01-31 | $1,260,000 |
Assets. Value of tangible personal property | 2018-01-31 | $140,000 |
Total contributions received or receivable from participants | 2018-01-31 | $1,800 |
Assets. Value of loans (other than to participants) | 2018-01-31 | $289,497 |
Other income received | 2018-01-31 | $124,922 |
Net income (gross income less expenses) | 2018-01-31 | $113,343 |
Net plan assets at end of year (total assets less liabilities) | 2018-01-31 | $3,876,329 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-01-31 | $3,762,986 |
Assets. Value of assets in partnership/joint-venture interests | 2018-01-31 | $26,438 |
Assets. Value of real-estate (other than employer real property) | 2018-01-31 | $330,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-01-31 | $12,912 |
2017 : G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-01-31 | $0 |
Total plan liabilities at beginning of year | 2017-01-31 | $1,939 |
Total income from all sources | 2017-01-31 | $329,577 |
Expenses. Total of all expenses incurred | 2017-01-31 | $26,992 |
Benefits paid (including direct rollovers) | 2017-01-31 | $8,869 |
Total plan assets at end of year | 2017-01-31 | $3,762,986 |
Total plan assets at beginning of year | 2017-01-31 | $3,462,340 |
Value of fidelity bond covering the plan | 2017-01-31 | $1,160,000 |
Assets. Value of tangible personal property | 2017-01-31 | $140,000 |
Total contributions received or receivable from participants | 2017-01-31 | $1,825 |
Assets. Value of loans (other than to participants) | 2017-01-31 | $646,927 |
Expenses. Other expenses not covered elsewhere | 2017-01-31 | $18,123 |
Other income received | 2017-01-31 | $327,752 |
Net income (gross income less expenses) | 2017-01-31 | $302,585 |
Net plan assets at end of year (total assets less liabilities) | 2017-01-31 | $3,762,986 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-01-31 | $3,460,401 |
Assets. Value of assets in partnership/joint-venture interests | 2017-01-31 | $45,000 |
Assets. Value of real-estate (other than employer real property) | 2017-01-31 | $330,000 |
Total contributions received or receivable from employer(s) | 2017-01-31 | $0 |
2016 : G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-01-31 | $1,939 |
Total plan liabilities at beginning of year | 2016-01-31 | $0 |
Total income from all sources | 2016-01-31 | $2,323,061 |
Expenses. Total of all expenses incurred | 2016-01-31 | $6,274 |
Benefits paid (including direct rollovers) | 2016-01-31 | $3,933 |
Total plan assets at end of year | 2016-01-31 | $3,462,340 |
Total plan assets at beginning of year | 2016-01-31 | $1,143,614 |
Value of fidelity bond covering the plan | 2016-01-31 | $1,160,000 |
Assets. Value of tangible personal property | 2016-01-31 | $140,000 |
Total contributions received or receivable from participants | 2016-01-31 | $865 |
Assets. Value of loans (other than to participants) | 2016-01-31 | $555,915 |
Contributions received from other sources (not participants or employers) | 2016-01-31 | $2,394,006 |
Other income received | 2016-01-31 | $-133,792 |
Net income (gross income less expenses) | 2016-01-31 | $2,316,787 |
Net plan assets at end of year (total assets less liabilities) | 2016-01-31 | $3,460,401 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-01-31 | $1,143,614 |
Assets. Value of assets in partnership/joint-venture interests | 2016-01-31 | $35,401 |
Assets. Value of real-estate (other than employer real property) | 2016-01-31 | $315,000 |
Total contributions received or receivable from employer(s) | 2016-01-31 | $61,982 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-01-31 | $2,341 |
2015 : G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-01-31 | $-95,955 |
Expenses. Total of all expenses incurred | 2015-01-31 | $963 |
Total plan assets at end of year | 2015-01-31 | $1,081,274 |
Total plan assets at beginning of year | 2015-01-31 | $1,178,192 |
Value of fidelity bond covering the plan | 2015-01-31 | $140,000 |
Total contributions received or receivable from participants | 2015-01-31 | $480 |
Assets. Value of loans (other than to participants) | 2015-01-31 | $69,766 |
Other income received | 2015-01-31 | $-96,435 |
Net income (gross income less expenses) | 2015-01-31 | $-96,918 |
Net plan assets at end of year (total assets less liabilities) | 2015-01-31 | $1,081,274 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-01-31 | $1,178,192 |
Assets. Value of assets in partnership/joint-venture interests | 2015-01-31 | $32,074 |
Total contributions received or receivable from employer(s) | 2015-01-31 | $62,340 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-01-31 | $963 |
2014 : G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-01-31 | $43,919 |
Expenses. Total of all expenses incurred | 2014-01-31 | $0 |
Total plan assets at end of year | 2014-01-31 | $1,178,192 |
Total plan assets at beginning of year | 2014-01-31 | $1,134,273 |
Value of fidelity bond covering the plan | 2014-01-31 | $150,000 |
Total contributions received or receivable from participants | 2014-01-31 | $500 |
Assets. Value of loans (other than to participants) | 2014-01-31 | $100,000 |
Other income received | 2014-01-31 | $43,419 |
Net income (gross income less expenses) | 2014-01-31 | $43,919 |
Net plan assets at end of year (total assets less liabilities) | 2014-01-31 | $1,178,192 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-01-31 | $1,134,273 |
Assets. Value of assets in partnership/joint-venture interests | 2014-01-31 | $35,517 |
2013 : G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-01-31 | $61,924 |
Expenses. Total of all expenses incurred | 2013-01-31 | $103 |
Total plan assets at end of year | 2013-01-31 | $1,134,273 |
Total plan assets at beginning of year | 2013-01-31 | $1,072,452 |
Value of fidelity bond covering the plan | 2013-01-31 | $100,000 |
Total contributions received or receivable from participants | 2013-01-31 | $480 |
Assets. Value of loans (other than to participants) | 2013-01-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2013-01-31 | $103 |
Other income received | 2013-01-31 | $61,444 |
Net income (gross income less expenses) | 2013-01-31 | $61,821 |
Net plan assets at end of year (total assets less liabilities) | 2013-01-31 | $1,134,273 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-01-31 | $1,072,452 |
Assets. Value of assets in partnership/joint-venture interests | 2013-01-31 | $31,711 |
2019: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
---|---|---|
2019-02-01 | Type of plan entity | Single employer plan |
2019-02-01 | Submission has been amended | No |
2019-02-01 | This submission is the final filing | Yes |
2019-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-02-01 | Plan is a collectively bargained plan | No |
2019-02-01 | Plan funding arrangement – Trust | Yes |
2019-02-01 | Plan benefit arrangement - Trust | Yes |
2018: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-02-01 | Type of plan entity | Single employer plan |
2018-02-01 | Submission has been amended | No |
2018-02-01 | This submission is the final filing | No |
2018-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-02-01 | Plan is a collectively bargained plan | No |
2018-02-01 | Plan funding arrangement – Trust | Yes |
2018-02-01 | Plan benefit arrangement - Trust | Yes |
2017: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-02-01 | Type of plan entity | Single employer plan |
2017-02-01 | Submission has been amended | No |
2017-02-01 | This submission is the final filing | No |
2017-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-02-01 | Plan is a collectively bargained plan | No |
2017-02-01 | Plan funding arrangement – Trust | Yes |
2017-02-01 | Plan benefit arrangement - Trust | Yes |
2016: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-02-01 | Type of plan entity | Single employer plan |
2016-02-01 | Submission has been amended | No |
2016-02-01 | This submission is the final filing | No |
2016-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-02-01 | Plan is a collectively bargained plan | No |
2016-02-01 | Plan funding arrangement – Trust | Yes |
2016-02-01 | Plan benefit arrangement - Trust | Yes |
2015: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-02-01 | Type of plan entity | Single employer plan |
2015-02-01 | Submission has been amended | No |
2015-02-01 | This submission is the final filing | No |
2015-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-02-01 | Plan is a collectively bargained plan | No |
2015-02-01 | Plan funding arrangement – Trust | Yes |
2015-02-01 | Plan benefit arrangement - Trust | Yes |
2014: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-02-01 | Type of plan entity | Single employer plan |
2014-02-01 | Submission has been amended | Yes |
2014-02-01 | This submission is the final filing | No |
2014-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-02-01 | Plan is a collectively bargained plan | No |
2014-02-01 | Plan funding arrangement – Trust | Yes |
2014-02-01 | Plan benefit arrangement - Trust | Yes |
2013: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-02-01 | Type of plan entity | Single employer plan |
2013-02-01 | Submission has been amended | No |
2013-02-01 | This submission is the final filing | No |
2013-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-02-01 | Plan is a collectively bargained plan | No |
2013-02-01 | Plan funding arrangement – Trust | Yes |
2013-02-01 | Plan benefit arrangement - Trust | Yes |
2012: G. ROBERT OSBORN, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-02-01 | Type of plan entity | Single employer plan |
2012-02-01 | Submission has been amended | No |
2012-02-01 | This submission is the final filing | No |
2012-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-02-01 | Plan is a collectively bargained plan | No |
2012-02-01 | Plan funding arrangement – Trust | Yes |
2012-02-01 | Plan benefit arrangement - Trust | Yes |