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ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN 401k Plan overview

Plan NameROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN
Plan identification number 003

ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan
  • 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.

401k Sponsoring company profile

ROBERT B. SMITH, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT B. SMITH, D.D.S., INC.
Employer identification number (EIN):953630617
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032012-06-01ROBERT SMITH ROBERT SMITH2013-09-18
0032011-06-01ROBERT SMITH ROBERT SMITH2012-08-23
0032009-06-01ROBERT SMITH ROBERT SMITH2010-11-02

Plan Statistics for ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN

401k plan membership statisitcs for ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN

Measure Date Value
2012: ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-012
Total number of active participants reported on line 7a of the Form 55002012-06-012
Total of all active and inactive participants2012-06-012
Total participants2012-06-012
2011: ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-012
Total number of active participants reported on line 7a of the Form 55002011-06-012
Total of all active and inactive participants2011-06-012
Total participants2011-06-012
2009: ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-0112
Total number of active participants reported on line 7a of the Form 55002009-06-0112
Total of all active and inactive participants2009-06-0112
Total participants2009-06-0112
Number of participants with account balances2009-06-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN

Measure Date Value
2013 : ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources2013-05-31$169,734
Expenses. Total of all expenses incurred2013-05-31$41,595
Benefits paid (including direct rollovers)2013-05-31$41,595
Total plan assets at end of year2013-05-31$1,155,559
Total plan assets at beginning of year2013-05-31$1,027,420
Other income received2013-05-31$169,734
Net income (gross income less expenses)2013-05-31$128,139
Net plan assets at end of year (total assets less liabilities)2013-05-31$1,155,559
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$1,027,420
2012 : ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources2012-05-31$-154,452
Expenses. Total of all expenses incurred2012-05-31$48,044
Benefits paid (including direct rollovers)2012-05-31$48,044
Total plan assets at end of year2012-05-31$1,027,420
Total plan assets at beginning of year2012-05-31$1,229,916
Other income received2012-05-31$-154,452
Net income (gross income less expenses)2012-05-31$-202,496
Net plan assets at end of year (total assets less liabilities)2012-05-31$1,027,420
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$1,229,916
2011 : ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-05-31$212,241
Expenses. Total of all expenses incurred2011-05-31$41,880
Benefits paid (including direct rollovers)2011-05-31$41,880
Total plan assets at end of year2011-05-31$1,229,916
Total plan assets at beginning of year2011-05-31$1,059,555
Other income received2011-05-31$212,241
Net income (gross income less expenses)2011-05-31$170,361
Net plan assets at end of year (total assets less liabilities)2011-05-31$1,229,916
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$1,059,555

Form 5500 Responses for ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN

2012: ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: ROBERT B. SMITH, D.D.S., INC. TARGET BENEFIT PENSION PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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