RONALD R LYNCH LTD has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2018: R R LYNCH DMD P-S PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 7 |
| Total participants | 2018-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: R R LYNCH DMD P-S PLAN 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 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 11 |
| Total participants | 2017-01-01 | 11 |
| Number of participants with account balances | 2017-01-01 | 11 |
| 2016: R R LYNCH DMD P-S PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 11 |
| Total participants | 2016-01-01 | 11 |
| Number of participants with account balances | 2016-01-01 | 11 |
| 2015: R R LYNCH DMD P-S PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 11 |
| Total participants | 2015-01-01 | 11 |
| Number of participants with account balances | 2015-01-01 | 11 |
| 2014: R R LYNCH DMD P-S PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 10 |
| Total participants | 2014-01-01 | 10 |
| Number of participants with account balances | 2014-01-01 | 10 |
| 2013: R R LYNCH DMD P-S PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 10 |
| Total participants | 2013-01-01 | 10 |
| Number of participants with account balances | 2013-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: R R LYNCH DMD P-S PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 10 |
| 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 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 10 |
| Total participants | 2012-01-01 | 10 |
| Number of participants with account balances | 2012-01-01 | 10 |
| 2011: R R LYNCH DMD P-S PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 10 |
| Total participants | 2011-01-01 | 10 |
| Number of participants with account balances | 2011-01-01 | 10 |
| 2009: R R LYNCH DMD P-S PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 7 |
| Measure | Date | Value |
|---|
| 2018 : R R LYNCH DMD P-S PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $5,991 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $10,065 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $9,228 |
| Total plan assets at end of year | 2018-12-31 | $149,442 |
| Total plan assets at beginning of year | 2018-12-31 | $153,516 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $837 |
| Other income received | 2018-12-31 | $5,991 |
| Net income (gross income less expenses) | 2018-12-31 | $-4,074 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $149,442 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $153,516 |
| 2017 : R R LYNCH DMD P-S PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $15,418 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,888 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,073 |
| Total plan assets at end of year | 2017-12-31 | $153,516 |
| Total plan assets at beginning of year | 2017-12-31 | $139,986 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $815 |
| Other income received | 2017-12-31 | $10,418 |
| Net income (gross income less expenses) | 2017-12-31 | $13,530 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $153,516 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $139,986 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $5,000 |
| 2016 : R R LYNCH DMD P-S PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $13,390 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $7,312 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $6,483 |
| Total plan assets at end of year | 2016-12-31 | $139,986 |
| Total plan assets at beginning of year | 2016-12-31 | $133,908 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $800 |
| Other income received | 2016-12-31 | $8,390 |
| Net income (gross income less expenses) | 2016-12-31 | $6,078 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $139,986 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $133,908 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $5,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $29 |
| 2015 : R R LYNCH DMD P-S PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $9,208 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,327 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,483 |
| Total plan assets at end of year | 2015-12-31 | $133,908 |
| Total plan assets at beginning of year | 2015-12-31 | $127,027 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $790 |
| Other income received | 2015-12-31 | $4,208 |
| Net income (gross income less expenses) | 2015-12-31 | $6,881 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $133,908 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $127,027 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $5,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $54 |
| 2014 : R R LYNCH DMD P-S PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $11,507 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $183,919 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $182,891 |
| Total plan assets at end of year | 2014-12-31 | $127,027 |
| Total plan assets at beginning of year | 2014-12-31 | $299,439 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $955 |
| Other income received | 2014-12-31 | $6,507 |
| Net income (gross income less expenses) | 2014-12-31 | $-172,412 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $127,027 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $299,439 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $5,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $73 |
| 2013 : R R LYNCH DMD P-S PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $56,073 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,984 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,838 |
| Total plan assets at end of year | 2013-12-31 | $299,439 |
| Total plan assets at beginning of year | 2013-12-31 | $246,350 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,021 |
| Other income received | 2013-12-31 | $56,073 |
| Net income (gross income less expenses) | 2013-12-31 | $53,089 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $299,439 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $246,350 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $125 |
| 2012 : R R LYNCH DMD P-S PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $52,818 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,987 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,904 |
| Total plan assets at end of year | 2012-12-31 | $246,350 |
| Total plan assets at beginning of year | 2012-12-31 | $196,519 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $849 |
| Other income received | 2012-12-31 | $44,818 |
| Net income (gross income less expenses) | 2012-12-31 | $49,831 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $246,350 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $196,519 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $8,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $234 |
| 2011 : R R LYNCH DMD P-S PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-3,510 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $797 |
| Total plan assets at end of year | 2011-12-31 | $196,519 |
| Total plan assets at beginning of year | 2011-12-31 | $200,826 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $275 |
| Other income received | 2011-12-31 | $-3,510 |
| Net income (gross income less expenses) | 2011-12-31 | $-4,307 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $196,519 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $200,826 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $522 |
| 2010 : R R LYNCH DMD P-S PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $30,026 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $581 |
| Total plan assets at end of year | 2010-12-31 | $200,826 |
| Total plan assets at beginning of year | 2010-12-31 | $171,381 |
| Other income received | 2010-12-31 | $20,026 |
| Net income (gross income less expenses) | 2010-12-31 | $29,445 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $200,826 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $171,381 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $10,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $581 |
| 2018: R R LYNCH DMD P-S PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: R R LYNCH DMD P-S PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: R R LYNCH DMD P-S PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: R R LYNCH DMD P-S PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: R R LYNCH DMD P-S PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2013: R R LYNCH DMD P-S PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: R R LYNCH DMD P-S PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: R R LYNCH DMD P-S PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: R R LYNCH DMD P-S PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 32034 |
| Policy instance | 1 |
| Insurance contract or identification number | 32034 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2016-12-04 | | Insurance policy end date | 2017-12-03 | | Total amount of commissions paid to insurance broker | USD $14 | | Total amount of fees paid to insurance company | USD $6 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14 | | Amount paid for insurance broker fees | 6 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | GILBERT P JOEHL |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 32034 |
| Policy instance | 1 |
| Insurance contract or identification number | 32034 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2014-12-04 | | Insurance policy end date | 2015-12-03 | | Total amount of commissions paid to insurance broker | USD $54 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $39 | | Insurance broker organization code? | 3 | | Insurance broker name | MCCLURE FINANCIAL GROUP INC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 32034 |
| Policy instance | 1 |
| Insurance contract or identification number | 32034 | | Number of Individuals Covered | 10 | | Total amount of commissions paid to insurance broker | USD $73 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $57 | | Insurance broker organization code? | 3 | | Insurance broker name | MCCLURE FINANCIAL GROUP INC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 32034 |
| Policy instance | 1 |
| Insurance contract or identification number | 32034 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $125 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $102 | | Insurance broker organization code? | 3 | | Insurance broker name | MCCLURE FINANCIAL GROUP INC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 32034 |
| Policy instance | 1 |
| Insurance contract or identification number | 32034 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $234 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29 | | Insurance broker organization code? | 6 | | Insurance broker name | GILBERT P JOEHL |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 32034 |
| Policy instance | 1 |
| Insurance contract or identification number | 32034 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $480 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 32034 |
| Policy instance | 1 |
| Insurance contract or identification number | 32034 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $60 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 60 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | GILBERT P JOEHL |
|
