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Plan Name | BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BARRETT M. ROCHEFORT, D.D.S., P.S. |
Employer identification number (EIN): | 911122174 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about BARRETT M. ROCHEFORT, D.D.S., P.S.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1980-11-20 |
Company Identification Number: | 600387136 |
Legal Registered Office Address: |
2046 WESTLAKE AVE N STE 204 SEATTLE United States of America (USA) 981092753 |
More information about BARRETT M. ROCHEFORT, D.D.S., P.S.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | BARRETT M. ROCHEFORT | |||
001 | 2016-01-01 | BARRETT M. ROCHEFORT | |||
001 | 2015-01-01 | BARRETT M. ROCHEFORT | |||
001 | 2014-01-01 | BARRETT M. ROCHEFORT | |||
001 | 2013-01-01 | BARRETT M. ROCHEFORT | |||
001 | 2012-01-01 | BARRETT M. ROCHEFORT | |||
001 | 2011-01-01 | BARRETT M. ROCHEFORT | |||
001 | 2010-01-01 | BARRETT M. ROCHEFORT | |||
001 | 2009-01-01 | BARRETT M. ROCHEFORT, D.D.S. | BARRETT M. ROCHEFORT, D.D.S. | 2010-08-11 |
Measure | Date | Value |
---|---|---|
2017: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 3 |
Number of participants with account balances | 2010-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-04-30 | $0 |
Total plan liabilities at beginning of year | 2017-04-30 | $0 |
Total income from all sources | 2017-04-30 | $214,124 |
Expenses. Total of all expenses incurred | 2017-04-30 | $3,525,095 |
Benefits paid (including direct rollovers) | 2017-04-30 | $3,513,684 |
Total plan assets at end of year | 2017-04-30 | $0 |
Total plan assets at beginning of year | 2017-04-30 | $3,310,971 |
Value of fidelity bond covering the plan | 2017-04-30 | $363,000 |
Other income received | 2017-04-30 | $214,124 |
Net income (gross income less expenses) | 2017-04-30 | $-3,310,971 |
Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $3,310,971 |
Assets. Value of assets in partnership/joint-venture interests | 2017-04-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-04-30 | $11,411 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-04-30 | $0 |
2016 : BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $552,659 |
Expenses. Total of all expenses incurred | 2016-12-31 | $172,947 |
Benefits paid (including direct rollovers) | 2016-12-31 | $119,912 |
Total plan assets at end of year | 2016-12-31 | $3,310,971 |
Total plan assets at beginning of year | 2016-12-31 | $2,931,259 |
Value of fidelity bond covering the plan | 2016-12-31 | $363,000 |
Other income received | 2016-12-31 | $496,751 |
Net income (gross income less expenses) | 2016-12-31 | $379,712 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,310,971 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,931,259 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $1,165,382 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $55,908 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $53,035 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $-508,955 |
Expenses. Total of all expenses incurred | 2015-12-31 | $187,214 |
Benefits paid (including direct rollovers) | 2015-12-31 | $136,567 |
Total plan assets at end of year | 2015-12-31 | $2,931,259 |
Total plan assets at beginning of year | 2015-12-31 | $3,627,428 |
Value of fidelity bond covering the plan | 2015-12-31 | $363,000 |
Other income received | 2015-12-31 | $-566,121 |
Net income (gross income less expenses) | 2015-12-31 | $-696,169 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,931,259 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,627,428 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $873,516 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $57,166 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $50,647 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $313,906 |
Expenses. Total of all expenses incurred | 2014-12-31 | $190,513 |
Benefits paid (including direct rollovers) | 2014-12-31 | $139,340 |
Total plan assets at end of year | 2014-12-31 | $3,627,428 |
Total plan assets at beginning of year | 2014-12-31 | $3,504,035 |
Value of fidelity bond covering the plan | 2014-12-31 | $363,000 |
Other income received | 2014-12-31 | $258,300 |
Net income (gross income less expenses) | 2014-12-31 | $123,393 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,627,428 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,504,035 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,104,976 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $55,606 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $51,173 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $721,371 |
Expenses. Total of all expenses incurred | 2013-12-31 | $291,905 |
Benefits paid (including direct rollovers) | 2013-12-31 | $243,546 |
Total plan assets at end of year | 2013-12-31 | $3,504,035 |
Total plan assets at beginning of year | 2013-12-31 | $3,074,569 |
Value of fidelity bond covering the plan | 2013-12-31 | $351,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,379 |
Other income received | 2013-12-31 | $676,425 |
Net income (gross income less expenses) | 2013-12-31 | $429,466 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,504,035 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,074,569 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $1,256,628 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $44,946 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $46,980 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $336,821 |
Expenses. Total of all expenses incurred | 2012-12-31 | $43,497 |
Total plan assets at end of year | 2012-12-31 | $3,074,569 |
Total plan assets at beginning of year | 2012-12-31 | $2,781,245 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,572 |
Other income received | 2012-12-31 | $283,582 |
Net income (gross income less expenses) | 2012-12-31 | $293,324 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,074,569 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,781,245 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $1,226,566 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $53,239 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $41,925 |
2011 : BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $279,870 |
Expenses. Total of all expenses incurred | 2011-12-31 | $39,842 |
Total plan assets at end of year | 2011-12-31 | $2,781,245 |
Total plan assets at beginning of year | 2011-12-31 | $2,541,217 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,970 |
Other income received | 2011-12-31 | $227,108 |
Net income (gross income less expenses) | 2011-12-31 | $240,028 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,781,245 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,541,217 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $1,226,566 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $52,762 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $37,872 |
2010 : BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $537,819 |
Expenses. Total of all expenses incurred | 2010-12-31 | $32,782 |
Total plan assets at end of year | 2010-12-31 | $2,541,217 |
Total plan assets at beginning of year | 2010-12-31 | $2,036,180 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,587 |
Other income received | 2010-12-31 | $482,575 |
Net income (gross income less expenses) | 2010-12-31 | $505,037 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,541,217 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,036,180 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $1,217,207 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $55,244 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $31,195 |
2017: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 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 | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 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 |
2015: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BARRETT M. ROCHEFORT, D.D.S., P.S. PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |