ST. MARY'S ORTHODONTICS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ST. MARY'S ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN
| Measure | Date | Value |
|---|
| 2014 : ST. MARY'S ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-10-31 | $0 |
| Total plan liabilities at beginning of year | 2014-10-31 | $0 |
| Total income from all sources | 2014-10-31 | $45,412 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $454,049 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $454,049 |
| Total plan assets at end of year | 2014-10-31 | $0 |
| Total plan assets at beginning of year | 2014-10-31 | $408,637 |
| Value of fidelity bond covering the plan | 2014-10-31 | $40,000 |
| Total contributions received or receivable from participants | 2014-10-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-10-31 | $0 |
| Other income received | 2014-10-31 | $45,412 |
| Noncash contributions received | 2014-10-31 | $0 |
| Net income (gross income less expenses) | 2014-10-31 | $-408,637 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $408,637 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-10-31 | $0 |
| Value of corrective distributions | 2014-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-31 | $0 |
| 2013 : ST. MARY'S ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-10-31 | $0 |
| Total plan liabilities at end of year | 2013-10-31 | $0 |
| Total plan liabilities at beginning of year | 2013-10-31 | $0 |
| Total income from all sources | 2013-10-31 | $51,585 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $3,506 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $0 |
| Total plan assets at end of year | 2013-10-31 | $408,637 |
| Total plan assets at beginning of year | 2013-10-31 | $360,558 |
| Value of fidelity bond covering the plan | 2013-10-31 | $40,000 |
| Total contributions received or receivable from participants | 2013-10-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-10-31 | $0 |
| Other income received | 2013-10-31 | $51,585 |
| Noncash contributions received | 2013-10-31 | $0 |
| Net income (gross income less expenses) | 2013-10-31 | $48,079 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $408,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $360,558 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-10-31 | $0 |
| Value of corrective distributions | 2013-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $3,506 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
| 2012 : ST. MARY'S ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-10-31 | $0 |
| Total plan liabilities at beginning of year | 2012-10-31 | $0 |
| Total income from all sources | 2012-10-31 | $3,095 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $3,530 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $0 |
| Total plan assets at end of year | 2012-10-31 | $360,558 |
| Total plan assets at beginning of year | 2012-10-31 | $360,993 |
| Value of fidelity bond covering the plan | 2012-10-31 | $40,000 |
| Total contributions received or receivable from participants | 2012-10-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-10-31 | $3,530 |
| Contributions received from other sources (not participants or employers) | 2012-10-31 | $0 |
| Other income received | 2012-10-31 | $3,095 |
| Noncash contributions received | 2012-10-31 | $0 |
| Net income (gross income less expenses) | 2012-10-31 | $-435 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $360,558 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $360,993 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-10-31 | $0 |
| Value of corrective distributions | 2012-10-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-10-31 | $0 |
| 2011 : ST. MARY'S ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-10-31 | $0 |
| Total plan liabilities at end of year | 2011-10-31 | $0 |
| Total plan liabilities at beginning of year | 2011-10-31 | $0 |
| Total income from all sources | 2011-10-31 | $35,399 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $0 |
| Total plan assets at end of year | 2011-10-31 | $360,993 |
| Total plan assets at beginning of year | 2011-10-31 | $325,594 |
| Value of fidelity bond covering the plan | 2011-10-31 | $40,000 |
| Total contributions received or receivable from participants | 2011-10-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-10-31 | $0 |
| Other income received | 2011-10-31 | $35,399 |
| Noncash contributions received | 2011-10-31 | $0 |
| Net income (gross income less expenses) | 2011-10-31 | $35,399 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $360,993 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $325,594 |
| Assets. Value of participant loans | 2011-10-31 | $27,799 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-10-31 | $0 |
| Value of corrective distributions | 2011-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-10-31 | $0 |
| 2010 : ST. MARY'S ORTHODONTICS, 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 securities | 2010-10-31 | $0 |
| 2013: ST. MARY'S ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | Yes |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ST. MARY'S ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ST. MARY'S ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | No |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ST. MARY'S ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Submission has been amended | No |
| 2010-11-01 | This submission is the final filing | No |
| 2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-11-01 | Plan is a collectively bargained plan | No |
| 2010-11-01 | Plan funding arrangement – Trust | Yes |
| 2010-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ST. MARY'S ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
