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DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NameDAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 005

DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

DAVID P. POTTS, D.D.S., LTD. has sponsored the creation of one or more 401k plans.

Company Name:DAVID P. POTTS, D.D.S., LTD.
Employer identification number (EIN):362877910
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052020-01-01DAVID P. POTTS, D.D.S.2021-05-06
0052019-01-01DAVID P. POTTS, D.D.S.2020-10-01
0052018-01-01DAVID P. POTTS, D.D.S.2019-10-08
0052017-01-01DAVID P. POTTS, D.D.S.
0052016-01-01DAVID P. POTTS, D.D.S.
0052015-01-01DAVID P. POTTS, D.D.S.
0052014-01-01DAVID P. POTTS, D.D.S.
0052013-01-01DAVID P. POTTS, D.D.S.
0052012-01-01DAVID P. POTTS, D.D.S.
0052011-01-01DAVID P. POTTS, D.D.S.
0052010-01-01DAVID P. POTTS, D.D.S. DAVID P. POTTS, D.D.S.2011-09-10
0052009-01-01DAVID P. POTTS, D.D.S. DAVID P. POTTS, D.D.S.2010-10-06

Plan Statistics for DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2018: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-31523,447
Acturial value of plan assets2018-12-31523,447
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-3112,318
Active participant vested funding target2018-12-31579,314
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-31579,314
Total participant count2018-12-316
Total funding target for all participants2018-12-31591,632
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-318
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-318
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3115,628
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3113,768
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-3168,185
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3113,746
Additional cash requirement2018-12-3113,746
Contributions allocatedtoward minimum required contributions for current year2018-12-3113,768
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-31543,229
Acturial value of plan assets2017-12-31543,229
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-3112,443
Active participant vested funding target2017-12-31601,160
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-31601,160
Total participant count2017-12-318
Total funding target for all participants2017-12-31613,603
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-314
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3114,141
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3112,622
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-3170,374
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3112,614
Additional cash requirement2017-12-3112,614
Contributions allocatedtoward minimum required contributions for current year2017-12-3112,622
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-31526,876
Acturial value of plan assets2016-12-31526,876
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-3112,409
Active participant vested funding target2016-12-31568,919
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-31568,919
Total participant count2016-12-319
Total funding target for all participants2016-12-31581,328
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-319,912
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-319,001
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-3154,452
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-318,997
Additional cash requirement2016-12-318,997
Contributions allocatedtoward minimum required contributions for current year2016-12-319,001
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2017 : DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$40,148
Expenses. Total of all expenses incurred2017-12-31$59,905
Benefits paid (including direct rollovers)2017-12-31$56,347
Total plan assets at end of year2017-12-31$523,856
Total plan assets at beginning of year2017-12-31$543,613
Value of fidelity bond covering the plan2017-12-31$750,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$26,007
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-19,757
Net plan assets at end of year (total assets less liabilities)2017-12-31$523,856
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$543,613
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$14,141
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,558
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$21,375
Expenses. Total of all expenses incurred2016-12-31$4,638
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$543,613
Total plan assets at beginning of year2016-12-31$526,876
Value of fidelity bond covering the plan2016-12-31$750,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$11,463
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$16,737
Net plan assets at end of year (total assets less liabilities)2016-12-31$543,613
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$526,876
Assets. Value of assets in partnership/joint-venture interests2016-12-31$256
Total contributions received or receivable from employer(s)2016-12-31$9,912
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,638
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-21,197
Expenses. Total of all expenses incurred2015-12-31$5,539
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$526,876
Total plan assets at beginning of year2015-12-31$553,612
Value of fidelity bond covering the plan2015-12-31$750,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-21,197
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-26,736
Net plan assets at end of year (total assets less liabilities)2015-12-31$526,876
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$553,612
Assets. Value of assets in partnership/joint-venture interests2015-12-31$5,819
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$5,539
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k financial data
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$33,083
Expenses. Total of all expenses incurred2014-12-31$9,568
Benefits paid (including direct rollovers)2014-12-31$4,858
Total plan assets at end of year2014-12-31$553,612
Total plan assets at beginning of year2014-12-31$530,097
Value of fidelity bond covering the plan2014-12-31$750,000
Total contributions received or receivable from participants2014-12-31$0
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$8,083
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$23,515
Net plan assets at end of year (total assets less liabilities)2014-12-31$553,612
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$530,097
Assets. Value of assets in partnership/joint-venture interests2014-12-31$20,841
Total contributions received or receivable from employer(s)2014-12-31$25,000
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$4,710
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION 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$76,848
Expenses. Total of all expenses incurred2013-12-31$18,765
Benefits paid (including direct rollovers)2013-12-31$14,675
Total plan assets at end of year2013-12-31$530,097
Total plan assets at beginning of year2013-12-31$472,014
Value of fidelity bond covering the plan2013-12-31$750,000
Total contributions received or receivable from participants2013-12-31$0
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$11,848
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$58,083
Net plan assets at end of year (total assets less liabilities)2013-12-31$530,097
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$472,014
Assets. Value of assets in partnership/joint-venture interests2013-12-31$25,344
Total contributions received or receivable from employer(s)2013-12-31$65,000
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$4,090
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
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$104,506
Expenses. Total of all expenses incurred2012-12-31$3,235
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$472,014
Total plan assets at beginning of year2012-12-31$370,743
Value of fidelity bond covering the plan2012-12-31$750,000
Total contributions received or receivable from participants2012-12-31$0
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$30,506
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$101,271
Net plan assets at end of year (total assets less liabilities)2012-12-31$472,014
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$370,743
Assets. Value of assets in partnership/joint-venture interests2012-12-31$26,056
Total contributions received or receivable from employer(s)2012-12-31$74,000
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$3,235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k financial data
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$33,093
Expenses. Total of all expenses incurred2011-12-31$2,814
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$370,743
Total plan assets at beginning of year2011-12-31$340,464
Value of fidelity bond covering the plan2011-12-31$750,000
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$7,893
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$30,279
Net plan assets at end of year (total assets less liabilities)2011-12-31$370,743
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$340,464
Assets. Value of assets in partnership/joint-venture interests2011-12-31$25,713
Total contributions received or receivable from employer(s)2011-12-31$25,200
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$2,814
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION 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$40,596
Expenses. Total of all expenses incurred2010-12-31$2,789
Benefits paid (including direct rollovers)2010-12-31$350
Total plan assets at end of year2010-12-31$340,464
Total plan assets at beginning of year2010-12-31$302,657
Value of fidelity bond covering the plan2010-12-31$750,000
Total contributions received or receivable from participants2010-12-31$0
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$20,555
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$37,807
Net plan assets at end of year (total assets less liabilities)2010-12-31$340,464
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$302,657
Assets. Value of assets in partnership/joint-venture interests2010-12-31$25,301
Total contributions received or receivable from employer(s)2010-12-31$20,041
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$2,439
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 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 DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST

2017: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION 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: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION 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: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION 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: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION 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: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION 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: DAVID P. POTTS, DDS, LTD DEFINED BENEFIT PENSION 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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