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RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN
Plan identification number 001

RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

RICHARD S. MORGAN, DDS, INC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD S. MORGAN, DDS, INC
Employer identification number (EIN):204420293
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01RICHARD MORGAN2014-07-30 RICHARD MORGAN2014-07-30
0012013-01-01RICHARD MORGAN2014-02-17 RICHARD MORGAN2014-02-17
0012012-01-01RICHARD MORGAN2013-06-14 RICHARD MORGAN2013-06-14
0012011-01-01RICHARD MORGAN2012-05-31 RICHARD MORGAN2012-05-31
0012010-01-01RICHARD MORGAN RICHARD MORGAN2011-06-28
0012009-01-01RICHARD MORGAN RICHARD MORGAN2010-08-19
0012009-01-01RICHARD MORGAN RICHARD MORGAN2010-08-27

Plan Statistics for RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN

Measure Date Value
2010: RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN

Measure Date Value
2010 : RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$31,470
Total plan assets at end of year2010-12-31$111,410
Total plan assets at beginning of year2010-12-31$79,940
Value of fidelity bond covering the plan2010-12-31$15,000
Total contributions received or receivable from participants2010-12-31$13,651
Other income received2010-12-31$6,569
Net income (gross income less expenses)2010-12-31$31,470
Net plan assets at end of year (total assets less liabilities)2010-12-31$111,410
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$79,940
Total contributions received or receivable from employer(s)2010-12-31$11,250

Form 5500 Responses for RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN

2010: RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RICHARD S. MORGAN, DDS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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