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RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN
Plan identification number 002

RICHARD L CURTIS DDS MS PC 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

RICHARD L CURTIS DDS MS PC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD L CURTIS DDS MS PC
Employer identification number (EIN):870332819
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-04-01RICHARD L CURTIS
0022011-04-01RICHARD L CURTIS
0022010-04-01RICHARD L CURTIS
0022009-04-01RICHARD L CURTIS

Plan Statistics for RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN

Measure Date Value
2012: RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-013
Total number of active participants reported on line 7a of the Form 55002012-04-010
Total of all active and inactive participants2012-04-010
Total participants2012-04-010
Number of participants with account balances2012-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-015
Total number of active participants reported on line 7a of the Form 55002011-04-015
Total of all active and inactive participants2011-04-015
Total participants2011-04-015
Number of participants with account balances2011-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-012
2010: RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-014
Total number of active participants reported on line 7a of the Form 55002010-04-015
Total of all active and inactive participants2010-04-015
Total participants2010-04-015
Number of participants with account balances2010-04-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-012
2009: RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-013
Total number of active participants reported on line 7a of the Form 55002009-04-014
Total of all active and inactive participants2009-04-014
Total participants2009-04-014
Number of participants with account balances2009-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-012

Financial Data on RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN

Measure Date Value
2013 : RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-03-31$-37,440
Expenses. Total of all expenses incurred2013-03-31$1,909,905
Benefits paid (including direct rollovers)2013-03-31$1,909,905
Total plan assets at beginning of year2013-03-31$1,947,345
Value of fidelity bond covering the plan2013-03-31$100,000
Other income received2013-03-31$-37,440
Net income (gross income less expenses)2013-03-31$-1,947,345
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$1,947,345
2012 : RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-03-31$116,800
Expenses. Total of all expenses incurred2012-03-31$2,211
Benefits paid (including direct rollovers)2012-03-31$2,211
Total plan assets at end of year2012-03-31$1,947,345
Total plan assets at beginning of year2012-03-31$1,832,756
Value of fidelity bond covering the plan2012-03-31$100,000
Other income received2012-03-31$67,205
Net income (gross income less expenses)2012-03-31$114,589
Net plan assets at end of year (total assets less liabilities)2012-03-31$1,947,345
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$1,832,756
Total contributions received or receivable from employer(s)2012-03-31$49,595
2011 : RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-03-31$186,114
Expenses. Total of all expenses incurred2011-03-31$651
Benefits paid (including direct rollovers)2011-03-31$651
Total plan assets at end of year2011-03-31$1,832,756
Total plan assets at beginning of year2011-03-31$1,647,293
Value of fidelity bond covering the plan2011-03-31$100,000
Other income received2011-03-31$133,963
Net income (gross income less expenses)2011-03-31$185,463
Net plan assets at end of year (total assets less liabilities)2011-03-31$1,832,756
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$1,647,293
Total contributions received or receivable from employer(s)2011-03-31$52,151

Form 5500 Responses for RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN

2012: RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01This submission is the final filingYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: RICHARD L CURTIS DDS MS PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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