ENDODONTIC ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.
Additional information about ENDODONTIC ASSOCIATES, P.A.
Submission information for form 5500 for 401k plan ENDODONTIC ASSOCIATES, P.A. PROFIT SHARING PLAN
401k plan membership statisitcs for ENDODONTIC ASSOCIATES, P.A. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2011: ENDODONTIC ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 9 |
| Number of participants with account balances | 2011-01-01 | 9 |
| 2009: ENDODONTIC ASSOCIATES, P.A. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| 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 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2007: ENDODONTIC ASSOCIATES, P.A. PROFIT SHARING PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 2 |
| Total of all active and inactive participants | 2007-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 7 |
| Number of participants with account balances | 2007-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2011 : ENDODONTIC ASSOCIATES, P.A. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $410,771 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $19,573 |
| Total plan assets at end of year | 2011-12-31 | $2,592,349 |
| Total plan assets at beginning of year | 2011-12-31 | $2,201,151 |
| Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $381,969 |
| Net income (gross income less expenses) | 2011-12-31 | $391,198 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,592,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,201,151 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $14,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $28,802 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $19,573 |
| 2010 : ENDODONTIC ASSOCIATES, P.A. 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 | $198,627 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $20,546 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $2,201,151 |
| Total plan assets at beginning of year | 2010-12-31 | $2,023,070 |
| Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $150,162 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $178,081 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,201,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,023,070 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $14,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $48,465 |
| 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 | $20,546 |
| 2007 : ENDODONTIC ASSOCIATES, P.A. PROFIT SHARING PLAN 2007 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
| 2011: ENDODONTIC ASSOCIATES, P.A. 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 |
| 2009: ENDODONTIC ASSOCIATES, P.A. 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 funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: ENDODONTIC ASSOCIATES, P.A. PROFIT SHARING PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 2076421 |
| Policy instance | 5 |
| Insurance contract or identification number | 2076421 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2010-11-01 | | Insurance policy end date | 2011-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 8415313 |
| Policy instance | 4 |
| Insurance contract or identification number | 8415313 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 4532933 |
| Policy instance | 3 |
| Insurance contract or identification number | 4532933 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $11 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 3719359 |
| Policy instance | 2 |
| Insurance contract or identification number | 3719359 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 ) |
| Policy contract number | 2339702 |
| Policy instance | 1 |
| Insurance contract or identification number | 2339702 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 2076421 |
| Policy instance | 5 |
| Insurance contract or identification number | 2076421 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 8415313 |
| Policy instance | 4 |
| Insurance contract or identification number | 8415313 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 4532933 |
| Policy instance | 3 |
| Insurance contract or identification number | 4532933 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 3719359 |
| Policy instance | 2 |
| Insurance contract or identification number | 3719359 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 ) |
| Policy contract number | 2339702 |
| Policy instance | 1 |
| Insurance contract or identification number | 2339702 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
