ROGER JOE, D.D.S has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROGER JOE, D.D.S RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2019 : ROGER JOE, D.D.S RETIREMENT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $159,005 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6,072 |
| Total plan assets at end of year | 2019-12-31 | $1,159,582 |
| Total plan assets at beginning of year | 2019-12-31 | $1,006,649 |
| Value of fidelity bond covering the plan | 2019-12-31 | $427,000 |
| Other income received | 2019-12-31 | $129,005 |
| Net income (gross income less expenses) | 2019-12-31 | $152,933 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,159,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,006,649 |
| Assets. Value of participant loans | 2019-12-31 | $69,918 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $851,412 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,072 |
| 2018 : ROGER JOE, D.D.S RETIREMENT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $40,761 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,796 |
| Total plan assets at end of year | 2018-12-31 | $1,006,649 |
| Total plan assets at beginning of year | 2018-12-31 | $968,684 |
| Value of fidelity bond covering the plan | 2018-12-31 | $427,000 |
| Other income received | 2018-12-31 | $40,761 |
| Net income (gross income less expenses) | 2018-12-31 | $37,965 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,006,649 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $968,684 |
| Assets. Value of participant loans | 2018-12-31 | $77,560 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $795,528 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,796 |
| 2017 : ROGER JOE, D.D.S RETIREMENT PLAN 2017 401k financial data |
|---|
| 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 | $122,987 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $9,476 |
| Total plan assets at end of year | 2017-12-31 | $968,684 |
| Total plan assets at beginning of year | 2017-12-31 | $855,173 |
| Value of fidelity bond covering the plan | 2017-12-31 | $427,000 |
| Other income received | 2017-12-31 | $77,987 |
| Net income (gross income less expenses) | 2017-12-31 | $113,511 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $968,684 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $855,173 |
| Assets. Value of participant loans | 2017-12-31 | $85,007 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $782,890 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $45,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $9,476 |
| 2016 : ROGER JOE, D.D.S RETIREMENT PLAN 2016 401k financial data |
|---|
| 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 | $83,610 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $74,729 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $69,029 |
| Total plan assets at end of year | 2016-12-31 | $855,173 |
| Total plan assets at beginning of year | 2016-12-31 | $846,292 |
| Value of fidelity bond covering the plan | 2016-12-31 | $427,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $5,700 |
| Other income received | 2016-12-31 | $53,610 |
| Net income (gross income less expenses) | 2016-12-31 | $8,881 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $855,173 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $846,292 |
| Assets. Value of participant loans | 2016-12-31 | $34,539 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $749,070 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,000 |
| 2015 : ROGER JOE, D.D.S RETIREMENT PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $149,254 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $8,947 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $846,292 |
| Total plan assets at beginning of year | 2015-12-31 | $705,985 |
| Value of fidelity bond covering the plan | 2015-12-31 | $427,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $8,947 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $149,254 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $140,307 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $846,292 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $705,985 |
| Assets. Value of participant loans | 2015-12-31 | $33,131 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $726,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : ROGER JOE, D.D.S RETIREMENT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $-12,825 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $8,964 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $705,985 |
| Total plan assets at beginning of year | 2014-12-31 | $727,774 |
| Value of fidelity bond covering the plan | 2014-12-31 | $427,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $-12,825 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-21,789 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $705,985 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $727,774 |
| Assets. Value of participant loans | 2014-12-31 | $37,220 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $607,370 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8,964 |
| 2013 : ROGER JOE, D.D.S RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $54,768 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $55 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $727,774 |
| Total plan assets at beginning of year | 2013-12-31 | $673,061 |
| Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $54,768 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $54,713 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $727,774 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $673,061 |
| Assets. Value of participant loans | 2013-12-31 | $50,000 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $426,805 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $55 |
| 2019: ROGER JOE, D.D.S RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROGER JOE, D.D.S RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 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: ROGER JOE, D.D.S RETIREMENT 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 | 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 – 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: ROGER JOE, D.D.S RETIREMENT 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 – 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: ROGER JOE, D.D.S RETIREMENT 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 – 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: ROGER JOE, D.D.S RETIREMENT 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 – 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: ROGER JOE, D.D.S RETIREMENT 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 – 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 |
