MELNIK & SOLOWAY, MDS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MELNIK & SOLOWAY, M.D.S, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for MELNIK & SOLOWAY, M.D.S, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2013: MELNIK & SOLOWAY, M.D.S, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 14 |
| Number of participants with account balances | 2013-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: MELNIK & SOLOWAY, M.D.S, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
| 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 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 16 |
| Number of participants with account balances | 2012-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: MELNIK & SOLOWAY, M.D.S, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 17 |
| 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 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 19 |
| Number of participants with account balances | 2011-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: MELNIK & SOLOWAY, M.D.S, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 16 |
| 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 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 18 |
| Number of participants with account balances | 2010-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 5 |
| 2009: MELNIK & SOLOWAY, M.D.S, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
| 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 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 17 |
| Total participants | 2009-01-01 | 17 |
| Number of participants with account balances | 2009-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2013 : MELNIK & SOLOWAY, M.D.S, INC. 401(K) PROFIT SHARING 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 | $382,382 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $828,912 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $820,511 |
| Total plan assets at end of year | 2013-12-31 | $2,047,215 |
| Total plan assets at beginning of year | 2013-12-31 | $2,493,745 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $23,541 |
| 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 | $340,399 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $-446,530 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,047,215 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,493,745 |
| Assets. Value of participant loans | 2013-12-31 | $824 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $73,559 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $18,442 |
| 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 | $8,401 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : MELNIK & SOLOWAY, M.D.S, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $225,345 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $45,356 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $43,420 |
| Total plan assets at end of year | 2012-12-31 | $2,493,745 |
| Total plan assets at beginning of year | 2012-12-31 | $2,313,756 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $28,469 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $949 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $166,876 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $179,989 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,493,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,313,756 |
| Assets. Value of participant loans | 2012-12-31 | $2,423 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $72,117 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $30,000 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $987 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MELNIK & SOLOWAY, M.D.S, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-56,564 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $46,993 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $45,335 |
| Total plan assets at end of year | 2011-12-31 | $2,313,756 |
| Total plan assets at beginning of year | 2011-12-31 | $2,417,313 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $28,613 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $485 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-123,219 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-103,557 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,313,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,417,313 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $38,042 |
| 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 | $1,173 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : MELNIK & SOLOWAY, M.D.S, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $395,917 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $713,636 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $712,399 |
| Total plan assets at end of year | 2010-12-31 | $2,417,313 |
| Total plan assets at beginning of year | 2010-12-31 | $2,735,032 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $30,555 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $945 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $351,815 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $-317,719 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,417,313 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,735,032 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $70,150 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $13,547 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $292 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MELNIK & SOLOWAY, M.D.S, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2013: MELNIK & SOLOWAY, M.D.S, INC. 401(K) 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 – 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: MELNIK & SOLOWAY, M.D.S, INC. 401(K) 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 – 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: MELNIK & SOLOWAY, M.D.S, INC. 401(K) 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 – 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 |
| 2010: MELNIK & SOLOWAY, M.D.S, INC. 401(K) 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 – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MELNIK & SOLOWAY, M.D.S, INC. 401(K) 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 – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-54-HA49 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-54-HA49 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,677 | | Total amount of fees paid to insurance company | USD $669 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | GUARANTEED INVESTMENT | | Commission paid to Insurance Broker | USD $2,677 | | Amount paid for insurance broker fees | 669 | | Additional information about fees paid to insurance broker | PLAN FEES | | Insurance broker organization code? | 7 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-54-HA49 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-54-HA49 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,187 | | Total amount of fees paid to insurance company | USD $547 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | GUARANTEED INVESTMENT | | Commission paid to Insurance Broker | USD $2,187 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 547 | | Additional information about fees paid to insurance broker | PLAN FEES | | Insurance broker name | INNOVATIVE INVESTMENT STRATEGIES, I |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-54-HA49 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-54-HA49 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,002 | | Total amount of fees paid to insurance company | USD $475 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | GUARANTEED INVESTMENT |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-54-HA49 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-54-HA49 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $537 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | GUARANTEED INVESTMENT | | Commission paid to Insurance Broker | USD $537 | | Insurance broker organization code? | 7 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
