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GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan NameGREGORY A. RODA, D.D.S. PROFIT SHARING PLAN
Plan identification number 002

GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GREGORY A. RODA, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:GREGORY A. RODA, D.D.S.
Employer identification number (EIN):770586865
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01GREGORY A. RODA
0022014-01-01GREGORY A. RODA
0022013-01-01GREGORY A. RODA
0022012-01-01GREGORY A. RODA
0022011-01-01GREGORY A. RODA2012-07-28
0022010-01-01GREGORY A. RODA2011-07-18

Financial Data on GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2015 : GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-91,187
Expenses. Total of all expenses incurred2015-12-31$801,970
Benefits paid (including direct rollovers)2015-12-31$785,459
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$893,157
Value of fidelity bond covering the plan2015-12-31$90,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-91,187
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-893,157
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$893,157
Assets. Value of participant loans2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$16,511
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$14,099
Expenses. Total of all expenses incurred2014-12-31$46,720
Benefits paid (including direct rollovers)2014-12-31$20,190
Total plan assets at end of year2014-12-31$893,157
Total plan assets at beginning of year2014-12-31$925,778
Value of fidelity bond covering the plan2014-12-31$90,000
Other income received2014-12-31$14,099
Net income (gross income less expenses)2014-12-31$-32,621
Net plan assets at end of year (total assets less liabilities)2014-12-31$893,157
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$925,778
Assets. Value of participant loans2014-12-31$22,516
Assets. Value of assets in partnership/joint-venture interests2014-12-31$27,640
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$26,530
2013 : GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$167,351
Expenses. Total of all expenses incurred2013-12-31$23,228
Total plan assets at end of year2013-12-31$925,778
Total plan assets at beginning of year2013-12-31$781,655
Value of fidelity bond covering the plan2013-12-31$70,000
Other income received2013-12-31$167,351
Net income (gross income less expenses)2013-12-31$144,123
Net plan assets at end of year (total assets less liabilities)2013-12-31$925,778
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$781,655
Assets. Value of participant loans2013-12-31$52,506
Assets. Value of assets in partnership/joint-venture interests2013-12-31$27,282
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$23,228
2012 : GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$88,797
Expenses. Total of all expenses incurred2012-12-31$20,386
Total plan assets at end of year2012-12-31$781,655
Total plan assets at beginning of year2012-12-31$713,244
Value of fidelity bond covering the plan2012-12-31$70,000
Other income received2012-12-31$88,797
Net income (gross income less expenses)2012-12-31$68,411
Net plan assets at end of year (total assets less liabilities)2012-12-31$781,655
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$713,244
Assets. Value of participant loans2012-12-31$55,057
Assets. Value of assets in partnership/joint-venture interests2012-12-31$26,970
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$20,386

Form 5500 Responses for GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN

2015: GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GREGORY A. RODA, D.D.S. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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