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ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

ROBERT G. GRIEGO, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G. GRIEGO, D.D.S., P.C.
Employer identification number (EIN):860281085
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-10-01ROBERT G. GRIEGO, D.D.S.2014-07-24
0022012-10-01ROBERT G. GRIEGO, D.D.S.2014-07-02
0022011-10-01ROBERT G. GRIEGO, D.D.S.
0022009-10-01ROBERT G. GRIEGO, D.D.S.
0022008-10-01

Plan Statistics for ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011: ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-016
Total number of active participants reported on line 7a of the Form 55002011-10-012
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-016
Total number of active participants reported on line 7a of the Form 55002009-10-012
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-014
Total of all active and inactive participants2009-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2012 : ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$251,280
Expenses. Total of all expenses incurred2012-09-30$30,999
Benefits paid (including direct rollovers)2012-09-30$7,974
Total plan assets at end of year2012-09-30$1,902,130
Total plan assets at beginning of year2012-09-30$1,681,849
Value of fidelity bond covering the plan2012-09-30$250,000
Total contributions received or receivable from participants2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$151,280
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$220,281
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,902,130
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,681,849
Total contributions received or receivable from employer(s)2012-09-30$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$23,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$117,747
Expenses. Total of all expenses incurred2011-09-30$15,354
Benefits paid (including direct rollovers)2011-09-30$0
Total plan assets at end of year2011-09-30$1,681,849
Total plan assets at beginning of year2011-09-30$1,579,456
Value of fidelity bond covering the plan2011-09-30$250,000
Total contributions received or receivable from participants2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$0
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-2,253
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$102,393
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,681,849
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,579,456
Total contributions received or receivable from employer(s)2011-09-30$120,000
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$15,354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN

2011: ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: ROBERT G. GRIEGO, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract number1011555493
Policy instance 1
Insurance contract or identification number1011555493
Number of Individuals Covered1
Insurance policy start date2012-06-25
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,400
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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