FREE STATE DENTAL PARTNERSHIP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FREE STATE DENTAL RETIREMENT PLAN & TRUST
Measure | Date | Value |
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2017: FREE STATE DENTAL RETIREMENT PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 14 |
Number of participants with account balances | 2017-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: FREE STATE DENTAL RETIREMENT PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 16 |
Number of participants with account balances | 2016-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: FREE STATE DENTAL RETIREMENT PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 13 |
Number of participants with account balances | 2015-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FREE STATE DENTAL RETIREMENT PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 12 |
Number of participants with account balances | 2014-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FREE STATE DENTAL RETIREMENT PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
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 | 2 |
Total of all active and inactive participants | 2013-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 13 |
Number of participants with account balances | 2013-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: FREE STATE DENTAL RETIREMENT PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 12 |
Number of participants with account balances | 2012-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
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2017 : FREE STATE DENTAL RETIREMENT PLAN & TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $473,571 |
Expenses. Total of all expenses incurred | 2017-12-31 | $98,936 |
Benefits paid (including direct rollovers) | 2017-12-31 | $80,426 |
Total plan assets at end of year | 2017-12-31 | $3,080,279 |
Total plan assets at beginning of year | 2017-12-31 | $2,705,644 |
Value of fidelity bond covering the plan | 2017-12-31 | $325,000 |
Total contributions received or receivable from participants | 2017-12-31 | $94,617 |
Other income received | 2017-12-31 | $286,231 |
Net income (gross income less expenses) | 2017-12-31 | $374,635 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,080,279 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,705,644 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
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 | 2017-12-31 | $7,876 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $92,723 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $18,510 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : FREE STATE DENTAL RETIREMENT PLAN & TRUST 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $339,508 |
Expenses. Total of all expenses incurred | 2016-12-31 | $21,243 |
Total plan assets at end of year | 2016-12-31 | $2,705,644 |
Total plan assets at beginning of year | 2016-12-31 | $2,387,379 |
Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
Total contributions received or receivable from participants | 2016-12-31 | $93,549 |
Other income received | 2016-12-31 | $185,933 |
Net income (gross income less expenses) | 2016-12-31 | $318,265 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,705,644 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,387,379 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $1,352 |
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 | 2016-12-31 | $7,876 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $60,026 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $21,243 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : FREE STATE DENTAL RETIREMENT PLAN & TRUST 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $16,008 |
Expenses. Total of all expenses incurred | 2015-12-31 | $24,251 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $2,387,379 |
Total plan assets at beginning of year | 2015-12-31 | $2,395,622 |
Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
Total contributions received or receivable from participants | 2015-12-31 | $87,694 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-133,041 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-8,243 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,387,379 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,395,622 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $30,697 |
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 | 2015-12-31 | $4 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $61,355 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $24,251 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : FREE STATE DENTAL RETIREMENT PLAN & TRUST 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $208,846 |
Expenses. Total of all expenses incurred | 2014-12-31 | $24,846 |
Benefits paid (including direct rollovers) | 2014-12-31 | $3,116 |
Total plan assets at end of year | 2014-12-31 | $2,395,622 |
Total plan assets at beginning of year | 2014-12-31 | $2,211,622 |
Value of fidelity bond covering the plan | 2014-12-31 | $125,000 |
Total contributions received or receivable from participants | 2014-12-31 | $84,329 |
Other income received | 2014-12-31 | $63,451 |
Net income (gross income less expenses) | 2014-12-31 | $184,000 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,395,622 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,211,622 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $109,939 |
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 | $4 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $61,066 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $21,730 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : FREE STATE DENTAL RETIREMENT PLAN & TRUST 2013 401k financial data |
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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 | $361,568 |
Expenses. Total of all expenses incurred | 2013-12-31 | $18,197 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $2,211,622 |
Total plan assets at beginning of year | 2013-12-31 | $1,868,251 |
Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
Total contributions received or receivable from participants | 2013-12-31 | $85,022 |
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 | $215,552 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $343,371 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,211,622 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,868,251 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $133,695 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $60,994 |
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 | $18,197 |
2012 : FREE STATE DENTAL RETIREMENT PLAN & TRUST 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
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 | $299,503 |
Expenses. Total of all expenses incurred | 2012-12-31 | $14,990 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $1,868,251 |
Total plan assets at beginning of year | 2012-12-31 | $1,583,738 |
Value of fidelity bond covering the plan | 2012-12-31 | $125,000 |
Total contributions received or receivable from participants | 2012-12-31 | $77,821 |
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 | $164,004 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $284,513 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,868,251 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,583,738 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $137,447 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $57,678 |
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 | $14,990 |
2017: FREE STATE DENTAL RETIREMENT PLAN & TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: FREE STATE DENTAL RETIREMENT PLAN & TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FREE STATE DENTAL RETIREMENT PLAN & TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FREE STATE DENTAL RETIREMENT PLAN & TRUST 2014 form 5500 responses |
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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: FREE STATE DENTAL RETIREMENT PLAN & TRUST 2013 form 5500 responses |
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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: FREE STATE DENTAL RETIREMENT PLAN & TRUST 2012 form 5500 responses |
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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 |