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ROBERT L WARD DDS PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameROBERT L WARD DDS PROFIT SHARING RETIREMENT PLAN
Plan identification number 001

ROBERT L WARD DDS PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ROBERT L WARD has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L WARD
Employer identification number (EIN):310942326
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L WARD DDS PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01ROBERT WARD2021-10-12 ROBERT WARD2021-10-12
0012019-01-01ROBERT WARD2020-10-12 ROBERT WARD2020-10-12
0012018-01-01ROBERT WARD2019-10-08 ROBERT WARD2019-10-08
0012016-01-01ROBERT WARD2017-10-10 ROBERT WARD2017-10-10
0012015-01-01ROBERT WARD2016-07-21 ROBERT WARD2016-07-21
0012014-01-01ROBERT WARD2015-10-13 ROBERT WARD2015-10-13
0012013-01-01ROBERT WARD2014-07-12 ROBERT WARD2014-07-12
0012011-01-01ROBERT WARD2012-07-25
0012010-01-01ROBERT WARD2011-07-20
0012009-01-01ROBERT WARD

Plan Statistics for ROBERT L WARD DDS PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for ROBERT L WARD DDS PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2009: ROBERT L WARD DDS PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on ROBERT L WARD DDS PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2009 : ROBERT L WARD DDS PROFIT SHARING RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT L WARD DDS PROFIT SHARING RETIREMENT PLAN

2009: ROBERT L WARD DDS PROFIT SHARING RETIREMENT PLAN 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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