401k Plan data: ROBERT T. CARMAN, DDS, PC 401K PLAN plan

ROBERT T. CARMAN, DDS, PC 401K PLAN 401k Plan overview

Plan Name	ROBERT T. CARMAN, DDS, PC 401K PLAN
Plan identification number	004

ROBERT T. CARMAN, DDS, PC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT T. CARMAN, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: ROBERT T. CARMAN, DDS, PC

Employer identification number (EIN): 161022230

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT T. CARMAN, DDS, PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-01-01 MICHAEL D. CARMAN 2022-02-24
004 2020-01-01 MICHAEL D. CARMAN 2021-05-13
004 2019-01-01 MICHAEL D. CARMAN 2020-07-16
004 2018-01-01 MICHAEL D. CARMAN 2019-04-18
004 2017-01-01 MICHAEL D. CARMAN 2018-03-27
004 2016-01-01 MICHAEL D. CARMAN 2017-05-10
004 2015-01-01 MICHAEL D. CARMAN 2016-03-31
004 2014-01-01 MICHAEL D. CARMAN 2015-02-05
004 2013-01-01 MICHAEL D. CARMAN
004 2012-01-01 MICHAEL D. CARMAN
004 2011-01-01 MICHAEL CARMAN
004 2010-01-01 MICHAEL CARMAN
004 2009-01-01 MICHAEL CARMAN MICHAEL CARMAN 2010-05-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2021-01-01	MICHAEL D. CARMAN	2022-02-24
004	2020-01-01	MICHAEL D. CARMAN	2021-05-13
004	2019-01-01	MICHAEL D. CARMAN	2020-07-16
004	2018-01-01	MICHAEL D. CARMAN	2019-04-18
004	2017-01-01	MICHAEL D. CARMAN	2018-03-27
004	2016-01-01	MICHAEL D. CARMAN	2017-05-10
004	2015-01-01	MICHAEL D. CARMAN	2016-03-31
004	2014-01-01	MICHAEL D. CARMAN	2015-02-05
004	2013-01-01	MICHAEL D. CARMAN
004	2012-01-01	MICHAEL D. CARMAN
004	2011-01-01	MICHAEL CARMAN
004	2010-01-01	MICHAEL CARMAN
004	2009-01-01	MICHAEL CARMAN		MICHAEL CARMAN	2010-05-11

Plan Statistics for ROBERT T. CARMAN, DDS, PC 401K PLAN

401k plan membership statisitcs for ROBERT T. CARMAN, DDS, PC 401K PLAN

Measure Date Value
2013: ROBERT T. CARMAN, DDS, PC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
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 0
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT T. CARMAN, DDS, PC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT T. CARMAN, DDS, PC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
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 1
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
2010: ROBERT T. CARMAN, DDS, PC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 14
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 14
2009: ROBERT T. CARMAN, DDS, PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
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 0
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: ROBERT T. CARMAN, DDS, PC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
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	0
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT T. CARMAN, DDS, PC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT T. CARMAN, DDS, PC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
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	1
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
2010: ROBERT T. CARMAN, DDS, PC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	14
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	14
2009: ROBERT T. CARMAN, DDS, PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
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	0
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERT T. CARMAN, DDS, PC 401K PLAN

Measure	Date	Value
2013 : ROBERT T. CARMAN, DDS, PC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$292,918
Expenses. Total of all expenses incurred	2013-12-31	$117,954
Benefits paid (including direct rollovers)	2013-12-31	$117,954
Total plan assets at end of year	2013-12-31	$977,368
Total plan assets at beginning of year	2013-12-31	$802,404
Total contributions received or receivable from participants	2013-12-31	$46,391
Contributions received from other sources (not participants or employers)	2013-12-31	$144,341
Other income received	2013-12-31	$52,807
Net income (gross income less expenses)	2013-12-31	$174,964
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$977,368
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$802,404
Total contributions received or receivable from employer(s)	2013-12-31	$49,379
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ROBERT T. CARMAN, DDS, PC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$177,637
Expenses. Total of all expenses incurred	2012-12-31	$229,540
Benefits paid (including direct rollovers)	2012-12-31	$229,505
Total plan assets at end of year	2012-12-31	$802,404
Total plan assets at beginning of year	2012-12-31	$854,307
Total contributions received or receivable from participants	2012-12-31	$49,506
Other income received	2012-12-31	$70,720
Net income (gross income less expenses)	2012-12-31	$-51,903
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$802,404
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$854,307
Total contributions received or receivable from employer(s)	2012-12-31	$57,411
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$35
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROBERT T. CARMAN, DDS, PC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$142,946
Expenses. Total of all expenses incurred	2011-12-31	$15,822
Benefits paid (including direct rollovers)	2011-12-31	$15,822
Total plan assets at end of year	2011-12-31	$854,307
Total plan assets at beginning of year	2011-12-31	$727,183
Value of fidelity bond covering the plan	2011-12-31	$90,000
Total contributions received or receivable from participants	2011-12-31	$66,928
Other income received	2011-12-31	$19,413
Net income (gross income less expenses)	2011-12-31	$127,124
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$854,307
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$727,183
Total contributions received or receivable from employer(s)	2011-12-31	$56,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROBERT T. CARMAN, DDS, PC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$175,634
Expenses. Total of all expenses incurred	2010-12-31	$10,953
Benefits paid (including direct rollovers)	2010-12-31	$10,953
Total plan assets at end of year	2010-12-31	$727,183
Total plan assets at beginning of year	2010-12-31	$562,502
Value of fidelity bond covering the plan	2010-12-31	$70,000
Total contributions received or receivable from participants	2010-12-31	$74,970
Other income received	2010-12-31	$52,575
Net income (gross income less expenses)	2010-12-31	$164,681
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$727,183
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$562,502
Total contributions received or receivable from employer(s)	2010-12-31	$48,089
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for ROBERT T. CARMAN, DDS, PC 401K PLAN

2013: ROBERT T. CARMAN, DDS, PC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT T. CARMAN, DDS, PC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT T. CARMAN, DDS, PC 401K 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: ROBERT T. CARMAN, DDS, PC 401K 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: ROBERT T. CARMAN, DDS, PC 401K 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

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Company Name:	ROBERT T. CARMAN, DDS, PC
Employer identification number (EIN):	161022230
NAIC Classification:	621210
NAIC Description:	Offices of Dentists