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SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN 401k Plan overview

Plan NameSOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN
Plan identification number 003

SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution 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

SOUTHERN CALIFORNIA DENTAL SERVICE has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA DENTAL SERVICE
Employer identification number (EIN):954254410
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01
0032013-01-01
0032012-01-01JOSEPH LIU JOSEPH LIU2013-10-08
0032011-01-01JOSEPH LIU JOSEPH LIU2012-10-12
0032010-01-01JOSEPH LIU JOSEPH LIU2011-09-23
0032009-01-01JOSEPH LIU JOSEPH LIU2010-07-28
0032009-01-01JOSEPH LIU JOSEPH LIU2010-07-28

Plan Statistics for SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN

Measure Date Value
2013: SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-018
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
2012: SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
2011: SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-017
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
2010: SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN

Measure Date Value
2013 : SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$0
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$791,425
Total plan assets at beginning of year2013-12-31$791,425
Net income (gross income less expenses)2013-12-31$0
Net plan assets at end of year (total assets less liabilities)2013-12-31$791,425
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$791,425
2012 : SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$38,253
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$791,425
Total plan assets at beginning of year2012-12-31$753,172
Other income received2012-12-31$38,253
Net income (gross income less expenses)2012-12-31$38,253
Net plan assets at end of year (total assets less liabilities)2012-12-31$791,425
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$753,172
2011 : SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$18,053
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$753,172
Total plan assets at beginning of year2011-12-31$735,119
Other income received2011-12-31$18,053
Net income (gross income less expenses)2011-12-31$18,053
Net plan assets at end of year (total assets less liabilities)2011-12-31$753,172
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$735,119
2010 : SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$48,527
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$735,119
Total plan assets at beginning of year2010-12-31$686,592
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$48,527
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$48,527
Net plan assets at end of year (total assets less liabilities)2010-12-31$735,119
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$686,592
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN

2013: SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT 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 – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT 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 – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT 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 – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – Section 412(e)(3) insurance ContractsYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN CALIFORNIA DENTAL SERVICE RETIREMENT 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 – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan benefit arrangement - TrustYes

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