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Plan Name | G. ROBERT OSBORN, D.D.S., INC. RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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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 |
---|---|---|---|---|---|
002 | 2015-02-01 | G. ROBERT OSBORN D.D.S. | G. ROBERT OSBORN D.D.S. | 2016-04-03 | |
002 | 2014-02-01 | G. ROBERT OSBORN, D.D.S. | G. ROBERT OSBORN, D.D.S. | 2015-09-22 | |
002 | 2013-02-01 | G. ROBERT OSBORN, D.D.S. | G. ROBERT OSBORN, D.D.S. | 2014-10-31 | |
002 | 2012-02-01 | G. ROBERT OSBORN, D.D.S. | |||
002 | 2011-02-01 | G. ROBERT OSBORN | 2012-10-31 | ||
002 | 2010-02-01 | G. ROBERT OSBORN | 2011-11-15 | ||
002 | 2010-01-01 | G. ROBERT OSBORN, D.D.S. | 2011-10-14 | ||
002 | 2009-02-01 | G. ROBERT OSBORN | G. ROBERT OSBORN | 2010-11-10 |
Measure | Date | Value |
---|---|---|
2015: G. ROBERT OSBORN, D.D.S., INC. RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-02-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2015-02-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-02-01 | 0 |
Total participants | 2015-02-01 | 0 |
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. RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-02-01 | 4 |
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 | 0 |
Total of all active and inactive participants | 2014-02-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-02-01 | 0 |
Total participants | 2014-02-01 | 5 |
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. RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-02-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 1 |
Total of all active and inactive participants | 2013-02-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-02-01 | 0 |
Total participants | 2013-02-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-02-01 | 1 |
2012: G. ROBERT OSBORN, D.D.S., INC. RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-02-01 | 4 |
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 | 0 |
Total of all active and inactive participants | 2012-02-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-02-01 | 0 |
Total participants | 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 |
2009: G. ROBERT OSBORN, D.D.S., INC. RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-02-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 0 |
Total of all active and inactive participants | 2009-02-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-02-01 | 0 |
Total participants | 2009-02-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-02-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : G. ROBERT OSBORN, D.D.S., INC. RETIREMENT PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $-111,201 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,702,468 |
Benefits paid (including direct rollovers) | 2015-12-31 | $2,683,898 |
Total plan assets at end of year | 2015-12-31 | $0 |
Total plan assets at beginning of year | 2015-12-31 | $2,813,669 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,310,000 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $18,570 |
Other income received | 2015-12-31 | $-111,201 |
Net income (gross income less expenses) | 2015-12-31 | $-2,813,669 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,813,669 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-01-31 | $0 |
Total plan liabilities at beginning of year | 2015-01-31 | $70,388 |
Total income from all sources | 2015-01-31 | $248,972 |
Expenses. Total of all expenses incurred | 2015-01-31 | $44,204 |
Benefits paid (including direct rollovers) | 2015-01-31 | $30,390 |
Total plan assets at end of year | 2015-01-31 | $2,813,669 |
Total plan assets at beginning of year | 2015-01-31 | $2,679,289 |
Value of fidelity bond covering the plan | 2015-01-31 | $1,310,000 |
Assets. Value of tangible personal property | 2015-01-31 | $140,000 |
Total contributions received or receivable from participants | 2015-01-31 | $0 |
Assets. Value of loans (other than to participants) | 2015-01-31 | $610,080 |
Contributions received from other sources (not participants or employers) | 2015-01-31 | $0 |
Other income received | 2015-01-31 | $248,972 |
Noncash contributions received | 2015-01-31 | $0 |
Net income (gross income less expenses) | 2015-01-31 | $204,768 |
Net plan assets at end of year (total assets less liabilities) | 2015-01-31 | $2,813,669 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-01-31 | $2,608,901 |
Assets. Value of assets in partnership/joint-venture interests | 2015-01-31 | $16,038 |
Assets. Value of real-estate (other than employer real property) | 2015-01-31 | $385,000 |
Total contributions received or receivable from employer(s) | 2015-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-01-31 | $13,814 |
2014 : G. ROBERT OSBORN, D.D.S., INC. RETIREMENT PLAN 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-01-31 | $70,388 |
Total plan liabilities at beginning of year | 2014-01-31 | $70,388 |
Total income from all sources | 2014-01-31 | $392,519 |
Expenses. Total of all expenses incurred | 2014-01-31 | $18,298 |
Total plan assets at end of year | 2014-01-31 | $2,679,289 |
Total plan assets at beginning of year | 2014-01-31 | $2,305,068 |
Value of fidelity bond covering the plan | 2014-01-31 | $250,000 |
Assets. Value of loans (other than to participants) | 2014-01-31 | $518,502 |
Other income received | 2014-01-31 | $142,519 |
Net income (gross income less expenses) | 2014-01-31 | $374,221 |
Net plan assets at end of year (total assets less liabilities) | 2014-01-31 | $2,608,901 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-01-31 | $2,234,680 |
Assets. Value of assets in partnership/joint-venture interests | 2014-01-31 | $17,758 |
Assets. Value of real-estate (other than employer real property) | 2014-01-31 | $370,000 |
Total contributions received or receivable from employer(s) | 2014-01-31 | $250,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-01-31 | $18,298 |
2013 : G. ROBERT OSBORN, D.D.S., INC. RETIREMENT PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-01-31 | $70,388 |
Total plan liabilities at beginning of year | 2013-01-31 | $66,650 |
Total income from all sources | 2013-01-31 | $129,336 |
Expenses. Total of all expenses incurred | 2013-01-31 | $22,525 |
Total plan assets at end of year | 2013-01-31 | $2,305,068 |
Total plan assets at beginning of year | 2013-01-31 | $2,194,519 |
Value of fidelity bond covering the plan | 2013-01-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2013-01-31 | $22,525 |
Other income received | 2013-01-31 | $129,336 |
Net income (gross income less expenses) | 2013-01-31 | $106,811 |
Net plan assets at end of year (total assets less liabilities) | 2013-01-31 | $2,234,680 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-01-31 | $2,127,869 |
Assets. Value of assets in partnership/joint-venture interests | 2013-01-31 | $15,856 |
Assets. Value of real-estate (other than employer real property) | 2013-01-31 | $365,000 |
2015: G. ROBERT OSBORN, D.D.S., INC. RETIREMENT 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 | Yes |
2015-02-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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. RETIREMENT PLAN 2014 form 5500 responses | ||
2014-02-01 | Type of plan entity | Single employer plan |
2014-02-01 | Submission has been amended | No |
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. RETIREMENT 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. RETIREMENT 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 |
2009: G. ROBERT OSBORN, D.D.S., INC. RETIREMENT PLAN 2009 form 5500 responses | ||
2009-02-01 | Type of plan entity | Single employer plan |
2009-02-01 | Submission has been amended | No |
2009-02-01 | This submission is the final filing | No |
2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-02-01 | Plan is a collectively bargained plan | No |
2009-02-01 | Plan funding arrangement – Trust | Yes |
2009-02-01 | Plan benefit arrangement - Trust | Yes |