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401(K) PLAN FOR DR DAVID B PETERSON, D.D.S. 401k Plan overview

Plan Name401(K) PLAN FOR DR DAVID B PETERSON, D.D.S.
Plan identification number 001

401(K) PLAN FOR DR DAVID B PETERSON, D.D.S. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DR DAVID B PETERSON, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:DR DAVID B PETERSON, D.D.S.
Employer identification number (EIN):203485517
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PLAN FOR DR DAVID B PETERSON, D.D.S.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012008-01-01DAVID PETERSON

Plan Statistics for 401(K) PLAN FOR DR DAVID B PETERSON, D.D.S.

401k plan membership statisitcs for 401(K) PLAN FOR DR DAVID B PETERSON, D.D.S.

Measure Date Value
2008: 401(K) PLAN FOR DR DAVID B PETERSON, D.D.S. 2008 401k membership
Total participants, beginning-of-year2008-01-019
Total number of active participants reported on line 7a of the Form 55002008-01-017
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-011
Total of all active and inactive participants2008-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-018
Number of participants with account balances2008-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on 401(K) PLAN FOR DR DAVID B PETERSON, D.D.S.

Measure Date Value
2008 : 401(K) PLAN FOR DR DAVID B PETERSON, D.D.S. 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$34,774
Expenses. Total of all expenses incurred2008-12-31$46,015
Benefits paid (including direct rollovers)2008-12-31$45,935
Total plan assets at end of year2008-12-31$426,408
Total plan assets at beginning of year2008-12-31$437,649
Value of fidelity bond covering the plan2008-12-31$100,000
Total contributions received or receivable from participants2008-12-31$40,370
Expenses. Other expenses not covered elsewhere2008-12-31$80
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-45,516
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-11,241
Net plan assets at end of year (total assets less liabilities)2008-12-31$426,408
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$437,649
Total contributions received or receivable from employer(s)2008-12-31$39,920
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0

Form 5500 Responses for 401(K) PLAN FOR DR DAVID B PETERSON, D.D.S.

2008: 401(K) PLAN FOR DR DAVID B PETERSON, D.D.S. 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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