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Plan Name | GREGORY R SOUTH DMD PA 401(K) PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | GREGORY R SOUTH DMD PA |
Employer identification number (EIN): | 113660665 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | GREGORY R SOUTH | 2018-07-23 | ||
001 | 2016-01-01 | GREGORY SOUTH | 2017-07-25 | ||
001 | 2015-01-01 | GREGORY R SOUTH | 2016-07-25 | ||
001 | 2014-01-01 | GREGORY R SOUTH | |||
001 | 2013-01-01 | GREGORY SOUTH | 2014-07-07 | ||
001 | 2012-01-01 | GREGORY SOUTH | 2013-05-30 | ||
001 | 2011-01-01 | GREGORY SOUTH | 2012-05-15 | ||
001 | 2010-01-01 | GREGORY SOUTH | 2011-04-20 |
Measure | Date | Value |
---|---|---|
2014: GREGORY R SOUTH DMD PA 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : GREGORY R SOUTH DMD PA 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $25,556 |
Expenses. Total of all expenses incurred | 2014-12-31 | $120 |
Benefits paid (including direct rollovers) | 2014-12-31 | $55 |
Total plan assets at end of year | 2014-12-31 | $121,529 |
Total plan assets at beginning of year | 2014-12-31 | $96,093 |
Value of fidelity bond covering the plan | 2014-12-31 | $10,000 |
Total contributions received or receivable from participants | 2014-12-31 | $13,153 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $5,642 |
Net income (gross income less expenses) | 2014-12-31 | $25,436 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $121,529 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $96,093 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $6,761 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $65 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2014: GREGORY R SOUTH DMD PA 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses | ||
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 277622 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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