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PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 401k Plan overview

Plan NamePEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST
Plan identification number 001

PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined 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

JAMES MCDONNELL, DMD, P.C. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01JAMES P. MCDONNELL, D.M.D.
0012013-01-01JAMES P. MCDONNELL, D.M.D.
0012012-01-01JAMES P. MCDONNELL, D.M.D.
0012011-01-01JAMES P. MCDONNELL, D.M.D.
0012010-01-01JAMES P. MCDONNELL, D.M.D.
0012009-01-01DAVID MCGRATH
0012009-01-01JAMES P. MCDONNELL, D.M.D.

Plan Statistics for PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST

401k plan membership statisitcs for PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST

Measure Date Value
2014: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0134
Total number of active participants reported on line 7a of the Form 55002014-01-0131
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0137
Number of participants with account balances2014-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0132
Number of participants with account balances2013-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0131
Total number of active participants reported on line 7a of the Form 55002012-01-0120
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0127
Number of participants with account balances2012-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0126
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0126
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0131
Total number of active participants reported on line 7a of the Form 55002010-01-0118
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0125
Number of participants with account balances2010-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0121
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0128
Number of participants with account balances2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST

Measure Date Value
2014 : PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$218,843
Expenses. Total of all expenses incurred2014-12-31$29,641
Benefits paid (including direct rollovers)2014-12-31$17,195
Total plan assets at end of year2014-12-31$1,331,668
Total plan assets at beginning of year2014-12-31$1,142,466
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$83,210
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$47,633
Noncash contributions received2014-12-31$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 interests2014-12-31$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 2510.3-1022014-12-31$10,863
Total contributions received or receivable from employer(s)2014-12-31$88,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$274,735
Expenses. Total of all expenses incurred2013-12-31$49,690
Benefits paid (including direct rollovers)2013-12-31$39,330
Total plan assets at end of year2013-12-31$1,142,466
Total plan assets at beginning of year2013-12-31$917,421
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$92,632
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$110,103
Noncash contributions received2013-12-31$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 interests2013-12-31$17,473
Total contributions received or receivable from employer(s)2013-12-31$72,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$250,049
Expenses. Total of all expenses incurred2012-12-31$22,768
Benefits paid (including direct rollovers)2012-12-31$15,062
Total plan assets at end of year2012-12-31$917,421
Total plan assets at beginning of year2012-12-31$690,140
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$76,548
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$85,501
Noncash contributions received2012-12-31$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 interests2012-12-31$17,963
Total contributions received or receivable from employer(s)2012-12-31$88,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$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 plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$136,164
Expenses. Total of all expenses incurred2011-12-31$31,104
Benefits paid (including direct rollovers)2011-12-31$24,780
Total plan assets at end of year2011-12-31$690,140
Total plan assets at beginning of year2011-12-31$585,080
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$62,533
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,250
Noncash contributions received2011-12-31$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 interests2011-12-31$17,727
Total contributions received or receivable from employer(s)2011-12-31$72,381
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$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 plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$192,532
Expenses. Total of all expenses incurred2010-12-31$16,234
Benefits paid (including direct rollovers)2010-12-31$11,849
Total plan assets at end of year2010-12-31$585,080
Total plan assets at beginning of year2010-12-31$408,782
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$66,923
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$54,612
Noncash contributions received2010-12-31$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 interests2010-12-31$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 2510.3-1022010-12-31$2,359
Total contributions received or receivable from employer(s)2010-12-31$70,997
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,385

Form 5500 Responses for PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST

2014: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PEDIATRIC DENTISTRY OF CLIFTON PARK RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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