SCOTT A. REEF, D.D.S., M.S.D., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERIODONTAL ASSOCIATES OF LAFAYETTE RETIREMENT PLAN & TRUST
401k plan membership statisitcs for PERIODONTAL ASSOCIATES OF LAFAYETTE RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2017: PERIODONTAL ASSOCIATES OF LAFAYETTE RETIREMENT PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 10 |
| Number of participants with account balances | 2017-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: PERIODONTAL ASSOCIATES OF LAFAYETTE RETIREMENT PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 11 |
| Number of participants with account balances | 2016-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2017 : PERIODONTAL ASSOCIATES OF LAFAYETTE RETIREMENT PLAN & TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $310,869 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $303,149 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $290,425 |
| Total plan assets at end of year | 2017-12-31 | $1,650,454 |
| Total plan assets at beginning of year | 2017-12-31 | $1,642,734 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $34,687 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $227,447 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $7,720 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,650,454 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,642,734 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $5,321 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $48,735 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $12,724 |
| 2016 : PERIODONTAL ASSOCIATES OF LAFAYETTE RETIREMENT PLAN & TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $-9,498 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $907,702 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $892,774 |
| Total plan assets at end of year | 2016-12-31 | $1,642,734 |
| Total plan assets at beginning of year | 2016-12-31 | $2,559,934 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $44,182 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $-100,750 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-917,200 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,642,734 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,559,934 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $2,315 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $47,070 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,928 |
| 2017: PERIODONTAL ASSOCIATES OF LAFAYETTE RETIREMENT PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PERIODONTAL ASSOCIATES OF LAFAYETTE RETIREMENT PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
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