Plan Name | PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | JAMES MCDONNELL, DMD, P.C. |
Employer identification number (EIN): | 263716367 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about JAMES MCDONNELL, DMD, P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2008-10-28 |
Company Identification Number: | 3736649 |
Legal Registered Office Address: |
713 PIERCE RD Saratoga CLIFTON PARK United States of America (USA) 12065 |
More information about JAMES MCDONNELL, DMD, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-01-01 | JAMES P. MCDONNELL, D.M.D. | |||
001 | 2013-01-01 | JAMES P. MCDONNELL, D.M.D. | |||
001 | 2012-01-01 | JAMES P. MCDONNELL, D.M.D. | |||
001 | 2011-01-01 | JAMES P. MCDONNELL, D.M.D. | |||
001 | 2010-01-01 | JAMES P. MCDONNELL, D.M.D. | |||
001 | 2009-01-01 | DAVID MCGRATH | |||
001 | 2009-01-01 | JAMES P. MCDONNELL, D.M.D. |
Measure | Date | Value |
---|---|---|
2014: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
Total of all active and inactive participants | 2014-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 37 |
Number of participants with account balances | 2014-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 24 |
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 | 8 |
Total of all active and inactive participants | 2013-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 32 |
Number of participants with account balances | 2013-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 20 |
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 | 7 |
Total of all active and inactive participants | 2012-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 27 |
Number of participants with account balances | 2012-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 26 |
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 | 9 |
Total of all active and inactive participants | 2011-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 26 |
Number of participants with account balances | 2011-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 18 |
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 | 7 |
Total of all active and inactive participants | 2010-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 25 |
Number of participants with account balances | 2010-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 5 |
2009: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
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 | 9 |
Total of all active and inactive participants | 2009-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 28 |
Number of participants with account balances | 2009-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 7 |
Measure | Date | Value |
---|---|---|
2014 : PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $218,843 |
Expenses. Total of all expenses incurred | 2014-12-31 | $29,641 |
Benefits paid (including direct rollovers) | 2014-12-31 | $17,195 |
Total plan assets at end of year | 2014-12-31 | $1,331,668 |
Total plan assets at beginning of year | 2014-12-31 | $1,142,466 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $83,210 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $47,633 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $189,202 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,331,668 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,142,466 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $14,368 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $10,863 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $88,000 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $12,446 |
2013 : PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 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 | $274,735 |
Expenses. Total of all expenses incurred | 2013-12-31 | $49,690 |
Benefits paid (including direct rollovers) | 2013-12-31 | $39,330 |
Total plan assets at end of year | 2013-12-31 | $1,142,466 |
Total plan assets at beginning of year | 2013-12-31 | $917,421 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $92,632 |
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 | $110,103 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $225,045 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,142,466 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $917,421 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $17,473 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $72,000 |
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 | $10,360 |
2012 : PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2012 401k financial data | ||
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 | $250,049 |
Expenses. Total of all expenses incurred | 2012-12-31 | $22,768 |
Benefits paid (including direct rollovers) | 2012-12-31 | $15,062 |
Total plan assets at end of year | 2012-12-31 | $917,421 |
Total plan assets at beginning of year | 2012-12-31 | $690,140 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $76,548 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $85,501 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $227,281 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $917,421 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $690,140 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $17,963 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $88,000 |
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 | $7,706 |
2011 : PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 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 | $136,164 |
Expenses. Total of all expenses incurred | 2011-12-31 | $31,104 |
Benefits paid (including direct rollovers) | 2011-12-31 | $24,780 |
Total plan assets at end of year | 2011-12-31 | $690,140 |
Total plan assets at beginning of year | 2011-12-31 | $585,080 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $62,533 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $1,250 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $105,060 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $690,140 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $585,080 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $17,727 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $72,381 |
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 | $6,324 |
2010 : PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 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 | $192,532 |
Expenses. Total of all expenses incurred | 2010-12-31 | $16,234 |
Benefits paid (including direct rollovers) | 2010-12-31 | $11,849 |
Total plan assets at end of year | 2010-12-31 | $585,080 |
Total plan assets at beginning of year | 2010-12-31 | $408,782 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $66,923 |
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 | $54,612 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $176,298 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $585,080 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $408,782 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $17,443 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $2,359 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $70,997 |
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 | $4,385 |
2014: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 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: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 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: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 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 |