?>
Logo

GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameGREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST
Plan identification number 003

GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 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
  • 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.
  • 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

GREGORY S. GORMAN, D.D.S. A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:GREGORY S. GORMAN, D.D.S. A PROFESSIONAL CORPORATION
Employer identification number (EIN):942692960
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032013-10-01GREGORY S. GORMAN, D.D.S.
0032012-10-01GREGORY S. GORMAN, D.D.S.
0032011-10-01GREGORY S. GORMAN, D.D.S.
0032010-10-01GREGORY S. GORMAN, D.D.S.
0032009-10-01GREGORY S. GORMAN, D.D.S.

Plan Statistics for GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST

Measure Date Value
2013: GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-0111
Total number of active participants reported on line 7a of the Form 55002013-10-010
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-010
Number of participants with account balances2013-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-0112
Total number of active participants reported on line 7a of the Form 55002012-10-012
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-019
Total of all active and inactive participants2012-10-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0111
Number of participants with account balances2012-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-0111
Total number of active participants reported on line 7a of the Form 55002011-10-0112
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 participants2011-10-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0112
Number of participants with account balances2011-10-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-10-0111
Total number of active participants reported on line 7a of the Form 55002010-10-0110
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0110
Number of participants with account balances2010-10-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-0111
Total number of active participants reported on line 7a of the Form 55002009-10-019
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-012
Total of all active and inactive participants2009-10-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0111
Number of participants with account balances2009-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST

Measure Date Value
2014 : GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-08-31$0
Total plan liabilities at beginning of year2014-08-31$0
Total income from all sources2014-08-31$242,605
Expenses. Total of all expenses incurred2014-08-31$3,094,213
Benefits paid (including direct rollovers)2014-08-31$3,088,790
Total plan assets at end of year2014-08-31$0
Total plan assets at beginning of year2014-08-31$2,851,608
Value of fidelity bond covering the plan2014-08-31$200,000
Assets. Value of loans (other than to participants)2014-08-31$0
Other income received2014-08-31$242,605
Net income (gross income less expenses)2014-08-31$-2,851,608
Net plan assets at end of year (total assets less liabilities)2014-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$2,851,608
Expenses. Administrative service providers (salaries,fees and commissions)2014-08-31$5,423
2013 : GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$22,500
Total income from all sources2013-09-30$330,725
Expenses. Total of all expenses incurred2013-09-30$543,339
Benefits paid (including direct rollovers)2013-09-30$535,233
Total plan assets at end of year2013-09-30$2,851,608
Total plan assets at beginning of year2013-09-30$3,086,722
Value of fidelity bond covering the plan2013-09-30$200,000
Total contributions received or receivable from participants2013-09-30$47,045
Assets. Value of loans (other than to participants)2013-09-30$200,000
Other income received2013-09-30$244,815
Net income (gross income less expenses)2013-09-30$-212,614
Net plan assets at end of year (total assets less liabilities)2013-09-30$2,851,608
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$3,064,222
Total contributions received or receivable from employer(s)2013-09-30$38,865
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$8,106
2012 : GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-09-30$22,500
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$459,237
Expenses. Total of all expenses incurred2012-09-30$8,684
Total plan assets at end of year2012-09-30$3,086,722
Total plan assets at beginning of year2012-09-30$2,613,669
Value of fidelity bond covering the plan2012-09-30$250,000
Total contributions received or receivable from participants2012-09-30$75,060
Assets. Value of loans (other than to participants)2012-09-30$200,000
Expenses. Other expenses not covered elsewhere2012-09-30$80
Other income received2012-09-30$329,562
Net income (gross income less expenses)2012-09-30$450,553
Net plan assets at end of year (total assets less liabilities)2012-09-30$3,064,222
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$2,613,669
Total contributions received or receivable from employer(s)2012-09-30$54,615
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$8,604
2011 : GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2011 401k financial data
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$173,017
Expenses. Total of all expenses incurred2011-09-30$55,428
Benefits paid (including direct rollovers)2011-09-30$48,296
Total plan assets at end of year2011-09-30$2,613,669
Total plan assets at beginning of year2011-09-30$2,496,080
Value of fidelity bond covering the plan2011-09-30$250,000
Total contributions received or receivable from participants2011-09-30$69,974
Assets. Value of loans (other than to participants)2011-09-30$16,919
Contributions received from other sources (not participants or employers)2011-09-30$5,663
Other income received2011-09-30$46,946
Net income (gross income less expenses)2011-09-30$117,589
Net plan assets at end of year (total assets less liabilities)2011-09-30$2,613,669
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$2,496,080
Total contributions received or receivable from employer(s)2011-09-30$50,434
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$7,132

Form 5500 Responses for GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST

2013: GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingYes
2013-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: GREGORY S. GORMAN, D.D.S. RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan 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 S3