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DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 401k Plan overview

Plan NameDALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN
Plan identification number 001

DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DALE R. PETERSON D.D.S., P.S. has sponsored the creation of one or more 401k plans.

Company Name:DALE R. PETERSON D.D.S., P.S.
Employer identification number (EIN):911293545
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01DALE R. PETERSON, D.D.S.2016-08-22
0012015-01-01DALE R. PETERSON, D.D.S.
0012014-01-01DALE R. PETERSON, D.D.S.
0012013-01-01DALE R. PETERSON, D.D.S.
0012012-01-01DALE R. PETERSON, D.D.S.
0012011-01-01DALE R. PETERSON, D.D.S.
0012010-01-01DALE R. PETERSON, D.D.S.
0012009-01-01DALE R. PETERSON, D.D.S.

Financial Data on DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN

Measure Date Value
2015 : DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$83,795
Expenses. Total of all expenses incurred2015-12-31$1,781,876
Benefits paid (including direct rollovers)2015-12-31$1,751,545
Total plan assets at end of year2015-12-31$1,008
Total plan assets at beginning of year2015-12-31$1,699,089
Value of fidelity bond covering the plan2015-12-31$169,909
Total contributions received or receivable from participants2015-12-31$42,500
Expenses. Other expenses not covered elsewhere2015-12-31$7,508
Contributions received from other sources (not participants or employers)2015-12-31$7,508
Other income received2015-12-31$492
Net income (gross income less expenses)2015-12-31$-1,698,081
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,008
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,699,089
Total contributions received or receivable from employer(s)2015-12-31$33,295
Value of corrective distributions2015-12-31$12,738
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,085
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$193,194
Expenses. Total of all expenses incurred2014-12-31$8,855
Total plan assets at end of year2014-12-31$1,699,089
Total plan assets at beginning of year2014-12-31$1,514,750
Value of fidelity bond covering the plan2014-12-31$169,909
Total contributions received or receivable from participants2014-12-31$40,578
Other income received2014-12-31$55,217
Net income (gross income less expenses)2014-12-31$184,339
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,699,089
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,514,750
Total contributions received or receivable from employer(s)2014-12-31$97,399
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,855
2013 : DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$302,486
Expenses. Total of all expenses incurred2013-12-31$7,572
Total plan assets at end of year2013-12-31$1,514,750
Total plan assets at beginning of year2013-12-31$1,219,836
Value of fidelity bond covering the plan2013-12-31$151,475
Total contributions received or receivable from participants2013-12-31$11,600
Other income received2013-12-31$176,827
Net income (gross income less expenses)2013-12-31$294,914
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,514,750
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,219,836
Total contributions received or receivable from employer(s)2013-12-31$114,059
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,572
2012 : DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$227,727
Expenses. Total of all expenses incurred2012-12-31$47,631
Benefits paid (including direct rollovers)2012-12-31$41,000
Total plan assets at end of year2012-12-31$1,219,836
Total plan assets at beginning of year2012-12-31$1,039,740
Value of fidelity bond covering the plan2012-12-31$121,984
Total contributions received or receivable from participants2012-12-31$43,990
Other income received2012-12-31$119,415
Net income (gross income less expenses)2012-12-31$180,096
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,219,836
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,039,740
Total contributions received or receivable from employer(s)2012-12-31$64,322
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,631
2011 : DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$109,720
Expenses. Total of all expenses incurred2011-12-31$5,588
Total plan assets at end of year2011-12-31$1,039,740
Total plan assets at beginning of year2011-12-31$935,608
Value of fidelity bond covering the plan2011-12-31$103,974
Total contributions received or receivable from participants2011-12-31$45,986
Other income received2011-12-31$-4,444
Net income (gross income less expenses)2011-12-31$104,132
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,039,740
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$935,608
Total contributions received or receivable from employer(s)2011-12-31$68,178
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,588
2010 : DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$195,187
Expenses. Total of all expenses incurred2010-12-31$445
Total plan assets at end of year2010-12-31$935,608
Total plan assets at beginning of year2010-12-31$740,866
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$45,776
Expenses. Other expenses not covered elsewhere2010-12-31$445
Other income received2010-12-31$77,537
Net income (gross income less expenses)2010-12-31$194,742
Net plan assets at end of year (total assets less liabilities)2010-12-31$935,608
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$740,866
Total contributions received or receivable from employer(s)2010-12-31$71,874
2009 : DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN

2015: DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DALE R. PETERSON D.D.S., P.S. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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