TODD A GREESON DDS & C LYNN LEWIS DDS, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TODD A GREESON DDS & C LYNN LEWIS, DDS, PA EMPLOYEES PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for TODD A GREESON DDS & C LYNN LEWIS, DDS, PA EMPLOYEES PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2012: TODD A GREESON DDS & C LYNN LEWIS, DDS, PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 10 |
| Total of all active and inactive participants | 2012-10-01 | 10 |
| Total participants | 2012-10-01 | 10 |
| Number of participants with account balances | 2012-10-01 | 10 |
| 2011: TODD A GREESON DDS & C LYNN LEWIS, DDS, PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 12 |
| Total of all active and inactive participants | 2011-10-01 | 12 |
| Total participants | 2011-10-01 | 12 |
| Number of participants with account balances | 2011-10-01 | 12 |
| 2009: TODD A GREESON DDS & C LYNN LEWIS, DDS, PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 11 |
| Total of all active and inactive participants | 2009-10-01 | 11 |
| Total participants | 2009-10-01 | 11 |
| Number of participants with account balances | 2009-10-01 | 11 |
| Measure | Date | Value |
|---|
| 2013 : TODD A GREESON DDS & C LYNN LEWIS, DDS, PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $261,304 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $54,456 |
| Benefits paid (including direct rollovers) | 2013-09-30 | $44,189 |
| Total plan assets at end of year | 2013-09-30 | $1,290,314 |
| Total plan assets at beginning of year | 2013-09-30 | $1,083,466 |
| Value of fidelity bond covering the plan | 2013-09-30 | $215,000 |
| Other income received | 2013-09-30 | $203,311 |
| Net income (gross income less expenses) | 2013-09-30 | $206,848 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $1,290,314 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,083,466 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $57,993 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $10,267 |
| 2012 : TODD A GREESON DDS & C LYNN LEWIS, DDS, PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $232,730 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $8,925 |
| Total plan assets at end of year | 2012-09-30 | $1,083,466 |
| Total plan assets at beginning of year | 2012-09-30 | $859,661 |
| Value of fidelity bond covering the plan | 2012-09-30 | $215,000 |
| Other income received | 2012-09-30 | $172,730 |
| Net income (gross income less expenses) | 2012-09-30 | $223,805 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,083,466 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $859,661 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $60,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $8,925 |
| 2012: TODD A GREESON DDS & C LYNN LEWIS, DDS, PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: TODD A GREESON DDS & C LYNN LEWIS, DDS, PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: TODD A GREESON DDS & C LYNN LEWIS, DDS, PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| 2008: TODD A GREESON DDS & C LYNN LEWIS, DDS, PA EMPLOYEES PROFIT SHARING PLAN & TRUST 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
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