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| Plan Name | PHILIP M. GOLDEN, DDS, PA 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PHILIP M. GOLDEN, DDS, PA |
| Employer identification number (EIN): | 273955046 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2018-01-01 | PHILIP M. GOLDEN, D.D.S. | 2018-12-03 | ||
| 001 | 2017-01-01 | PHILIP M. GOLDEN, D.D.S. | 2018-06-22 | ||
| 001 | 2016-01-01 | PHILIP M. GOLDEN, D.D.S. | 2017-04-13 | ||
| 001 | 2015-01-01 | PHILIP M. GOLDEN, D.D.S. | 2016-07-15 | ||
| 001 | 2014-01-01 | PHILIP M. GOLDEN, D.D.S. | 2015-07-01 | ||
| 001 | 2013-01-01 | PHILIP M. GOLDEN, D.D.S. |
| Measure | Date | Value |
|---|---|---|
| 2013: PHILIP M. GOLDEN, DDS, PA 401(K) PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 6 |
| Number of participants with account balances | 2013-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2013 : PHILIP M. GOLDEN, DDS, PA 401(K) PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $311,419 |
| Total plan assets at end of year | 2013-12-31 | $2,471,871 |
| Total plan assets at beginning of year | 2013-12-31 | $2,160,452 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $66,130 |
| Other income received | 2013-12-31 | $219,769 |
| Net income (gross income less expenses) | 2013-12-31 | $311,419 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,471,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,160,452 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $25,520 |
| 2013: PHILIP M. GOLDEN, DDS, PA 401(K) PLAN 2013 form 5500 responses | ||
|---|---|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
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