LUCAS B. PERRIGO, D.M.D., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST
401k plan membership statisitcs for LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST
Measure | Date | Value |
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2013: LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2013 : LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $100,512 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,098 |
Total plan assets at end of year | 2013-12-31 | $483,884 |
Total plan assets at beginning of year | 2013-12-31 | $387,470 |
Value of fidelity bond covering the plan | 2013-12-31 | $40,000 |
Total contributions received or receivable from participants | 2013-12-31 | $40,874 |
Other income received | 2013-12-31 | $59,638 |
Net income (gross income less expenses) | 2013-12-31 | $96,414 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $483,884 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $387,470 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $10,993 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,098 |
2012 : LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $94,761 |
Expenses. Total of all expenses incurred | 2012-12-31 | $3,070 |
Total plan assets at end of year | 2012-12-31 | $387,470 |
Total plan assets at beginning of year | 2012-12-31 | $295,779 |
Value of fidelity bond covering the plan | 2012-12-31 | $40,000 |
Total contributions received or receivable from participants | 2012-12-31 | $39,297 |
Other income received | 2012-12-31 | $34,464 |
Net income (gross income less expenses) | 2012-12-31 | $91,691 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $387,470 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $295,779 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $10,916 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $21,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,070 |
2011 : LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $52,599 |
Expenses. Total of all expenses incurred | 2011-12-31 | $4,484 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,988 |
Total plan assets at end of year | 2011-12-31 | $295,779 |
Total plan assets at beginning of year | 2011-12-31 | $247,664 |
Value of fidelity bond covering the plan | 2011-12-31 | $40,000 |
Total contributions received or receivable from participants | 2011-12-31 | $38,898 |
Other income received | 2011-12-31 | $853 |
Net income (gross income less expenses) | 2011-12-31 | $48,115 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $295,779 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $247,664 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $10,772 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $12,848 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,496 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $71,700 |
Expenses. Total of all expenses incurred | 2010-12-31 | $2,305 |
Benefits paid (including direct rollovers) | 2010-12-31 | $426 |
Total plan assets at end of year | 2010-12-31 | $247,664 |
Total plan assets at beginning of year | 2010-12-31 | $178,269 |
Value of fidelity bond covering the plan | 2010-12-31 | $24,766 |
Total contributions received or receivable from participants | 2010-12-31 | $38,843 |
Other income received | 2010-12-31 | $22,420 |
Net income (gross income less expenses) | 2010-12-31 | $69,395 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $247,664 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $178,269 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $10,600 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $12,038 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $10,437 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,879 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2013: LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LUCAS B. PERRIGO, D.M.D., P.C. RETIREMENT PLAN & TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |