RAY F MCKOWEN DDS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RAY F. MCKOWEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for RAY F. MCKOWEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2011 : RAY F. MCKOWEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $109,973 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $32,266 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $32,218 |
| Total plan assets at end of year | 2011-12-31 | $797,241 |
| Total plan assets at beginning of year | 2011-12-31 | $719,534 |
| Value of fidelity bond covering the plan | 2011-12-31 | $45,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $59,191 |
| Other income received | 2011-12-31 | $-13,640 |
| Net income (gross income less expenses) | 2011-12-31 | $77,707 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $797,241 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $719,534 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $64,422 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $48 |
| 2010 : RAY F. MCKOWEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $190,939 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $100,040 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $100,000 |
| Total plan assets at end of year | 2010-12-31 | $719,534 |
| Total plan assets at beginning of year | 2010-12-31 | $628,635 |
| Value of fidelity bond covering the plan | 2010-12-31 | $45,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $62,776 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $165 |
| Other income received | 2010-12-31 | $69,153 |
| Net income (gross income less expenses) | 2010-12-31 | $90,899 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $719,534 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $628,635 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $58,845 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $40 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 85250 1 |
| Policy instance | 1 |
| Insurance contract or identification number | RM 85250 1 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $7,006 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA 028752 |
| Policy instance | 1 |
| Insurance contract or identification number | GA 028752 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-04-30 | | Total amount of commissions paid to insurance broker | USD $1,548 | | Total amount of fees paid to insurance company | USD $155 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 $1,548 | | Insurance broker organization code? | 1 | | Amount paid for insurance broker fees | 155 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCES | | Insurance broker name | QUALIFIED PENSION SERVICES MO |
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| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | RM 85250 1 |
| Policy instance | 2 |
| Insurance contract or identification number | RM 85250 1 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $7,229 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | 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 $5,715 | | Insurance broker organization code? | 1 | | Insurance broker name | DAVID C BRUDER |
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