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MCFD RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameMCFD RETIREMENT PLAN & TRUST
Plan identification number 001

MCFD RETIREMENT PLAN & 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
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CASON F. CULBERSON, D.D.S., P.L.L.C has sponsored the creation of one or more 401k plans.

Company Name:CASON F. CULBERSON, D.D.S., P.L.L.C
Employer identification number (EIN):320027503
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCFD RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01CASON F. CULBERSON, D.D.S.
0012015-01-01CASON F. CULBERSON, D.D.S.
0012014-01-01CASON F. CULBERSON, D.D.S.
0012013-01-01CASON F. CULBERSON, D.D.S.
0012012-01-01CASON F. CULBERSON, D.D.S.
0012011-01-01CASON F. CULBERSON2012-09-21
0012010-01-01CASON F. CULBERSON2011-09-01

Financial Data on MCFD RETIREMENT PLAN & TRUST

Measure Date Value
2017 : MCFD RETIREMENT PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$235,131
Expenses. Total of all expenses incurred2017-12-31$121,460
Benefits paid (including direct rollovers)2017-12-31$112,487
Total plan assets at end of year2017-12-31$1,392,467
Total plan assets at beginning of year2017-12-31$1,278,796
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$48,544
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$142,015
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$113,671
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,392,467
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,278,796
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$4,198
Total contributions received or receivable from employer(s)2017-12-31$44,572
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,973
2016 : MCFD RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$209,198
Expenses. Total of all expenses incurred2016-12-31$53,906
Benefits paid (including direct rollovers)2016-12-31$43,489
Total plan assets at end of year2016-12-31$1,278,796
Total plan assets at beginning of year2016-12-31$1,123,504
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$49,905
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$110,661
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$155,292
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,278,796
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,123,504
Assets. Value of assets in partnership/joint-venture interests2016-12-31$261
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$6,498
Total contributions received or receivable from employer(s)2016-12-31$48,632
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$10,417
2015 : MCFD RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$50,392
Expenses. Total of all expenses incurred2015-12-31$83,861
Benefits paid (including direct rollovers)2015-12-31$71,743
Total plan assets at end of year2015-12-31$1,123,504
Total plan assets at beginning of year2015-12-31$1,156,973
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$48,362
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-45,155
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-33,469
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,123,504
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,156,973
Assets. Value of assets in partnership/joint-venture interests2015-12-31$5,918
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$24,600
Total contributions received or receivable from employer(s)2015-12-31$47,185
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12,118
2014 : MCFD RETIREMENT PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$149,149
Expenses. Total of all expenses incurred2014-12-31$25,857
Benefits paid (including direct rollovers)2014-12-31$15,000
Total plan assets at end of year2014-12-31$1,156,973
Total plan assets at beginning of year2014-12-31$1,033,681
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$49,781
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$7,284
Other income received2014-12-31$41,178
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$123,292
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,156,973
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,033,681
Assets. Value of assets in partnership/joint-venture interests2014-12-31$21,194
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$27,280
Total contributions received or receivable from employer(s)2014-12-31$50,906
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,857
2013 : MCFD RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$225,878
Expenses. Total of all expenses incurred2013-12-31$27,816
Benefits paid (including direct rollovers)2013-12-31$18,817
Total plan assets at end of year2013-12-31$1,033,681
Total plan assets at beginning of year2013-12-31$835,619
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$50,736
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$128,127
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$198,062
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,033,681
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$835,619
Assets. Value of assets in partnership/joint-venture interests2013-12-31$25,773
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$25,810
Total contributions received or receivable from employer(s)2013-12-31$47,015
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,999
2012 : MCFD RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$179,740
Expenses. Total of all expenses incurred2012-12-31$30,877
Benefits paid (including direct rollovers)2012-12-31$23,790
Total plan assets at end of year2012-12-31$835,619
Total plan assets at beginning of year2012-12-31$686,756
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$47,337
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$80,123
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$148,863
Net plan assets at end of year (total assets less liabilities)2012-12-31$835,619
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$686,756
Assets. Value of assets in partnership/joint-venture interests2012-12-31$26,496
Total contributions received or receivable from employer(s)2012-12-31$52,280
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,087

Form 5500 Responses for MCFD RETIREMENT PLAN & TRUST

2017: MCFD RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCFD RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCFD RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCFD RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCFD RETIREMENT PLAN & TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCFD RETIREMENT PLAN & TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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