Logo

GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan NameGARY L. SAWDY, D.D.S. PROFIT SHARING PLAN
Plan identification number 002

GARY L. SAWDY, 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
  • Plan covering Self-Employed individuals.
  • 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

GARY L. SAWDY, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:GARY L. SAWDY, D.D.S.
Employer identification number (EIN):920064500
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01
0022015-01-01
0022014-01-01GARY L. SAWDY
0022013-01-01GARY L. SAWDY
0022012-01-01GARY L. SAWDY
0022011-01-01GARY L. SAWDY
0022009-01-01GARY L. SAWDY

Financial Data on GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2017 : GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-05-31$0
Total plan liabilities at beginning of year2017-05-31$0
Total income from all sources2017-05-31$35
Expenses. Total of all expenses incurred2017-05-31$1,000,159
Benefits paid (including direct rollovers)2017-05-31$999,874
Total plan assets at end of year2017-05-31$0
Total plan assets at beginning of year2017-05-31$1,000,124
Value of fidelity bond covering the plan2017-05-31$200,000
Other income received2017-05-31$35
Net income (gross income less expenses)2017-05-31$-1,000,124
Net plan assets at end of year (total assets less liabilities)2017-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$1,000,124
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$285
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-05-31$0
2016 : GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$234
Expenses. Total of all expenses incurred2016-12-31$97,789
Benefits paid (including direct rollovers)2016-12-31$97,789
Total plan assets at end of year2016-12-31$1,000,124
Total plan assets at beginning of year2016-12-31$1,097,679
Value of fidelity bond covering the plan2016-12-31$200,000
Other income received2016-12-31$234
Net income (gross income less expenses)2016-12-31$-97,555
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,000,124
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,097,679
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$26,257
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$965,272
Total plan assets at end of year2015-12-31$2,063,374
Total plan assets at beginning of year2015-12-31$2,037,117
Value of fidelity bond covering the plan2015-12-31$200,000
Other income received2015-12-31$26,257
Net income (gross income less expenses)2015-12-31$26,257
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,063,374
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,037,117
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$92,069
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$2,037,117
Total plan assets at beginning of year2014-12-31$1,945,048
Value of fidelity bond covering the plan2014-12-31$200,000
Other income received2014-12-31$92,069
Net income (gross income less expenses)2014-12-31$92,069
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,037,117
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,945,048
2013 : GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$189,615
Expenses. Total of all expenses incurred2013-12-31$936
Benefits paid (including direct rollovers)2013-12-31$936
Total plan assets at end of year2013-12-31$1,945,048
Total plan assets at beginning of year2013-12-31$1,756,369
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$130,851
Net income (gross income less expenses)2013-12-31$188,679
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,945,048
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,756,369
Total contributions received or receivable from employer(s)2013-12-31$58,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$183,648
Expenses. Total of all expenses incurred2012-12-31$2,535
Total plan assets at end of year2012-12-31$1,756,369
Total plan assets at beginning of year2012-12-31$1,575,256
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$117,657
Net income (gross income less expenses)2012-12-31$181,113
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,756,369
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,575,256
Total contributions received or receivable from employer(s)2012-12-31$65,991
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,535
2011 : GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$63,706
Expenses. Total of all expenses incurred2011-12-31$2,779
Total plan assets at end of year2011-12-31$1,575,256
Total plan assets at beginning of year2011-12-31$1,514,329
Value of fidelity bond covering the plan2011-12-31$120,000
Other income received2011-12-31$6,677
Net income (gross income less expenses)2011-12-31$60,927
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,575,256
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,514,329
Total contributions received or receivable from employer(s)2011-12-31$57,029
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,779
2010 : GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$156,704
Expenses. Total of all expenses incurred2010-12-31$2,535
Total plan assets at end of year2010-12-31$1,514,329
Total plan assets at beginning of year2010-12-31$1,360,160
Value of fidelity bond covering the plan2010-12-31$120,000
Other income received2010-12-31$101,803
Net income (gross income less expenses)2010-12-31$154,169
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,514,329
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,360,160
Total contributions received or receivable from employer(s)2010-12-31$54,901
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,535

Form 5500 Responses for GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN

2017: GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GARY L. SAWDY, D.D.S. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GARY L. SAWDY, D.D.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: GARY L. SAWDY, D.D.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: GARY L. SAWDY, D.D.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: GARY L. SAWDY, D.D.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: GARY L. SAWDY, D.D.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
2009: GARY L. SAWDY, D.D.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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1