Plan Name | KEVIN M. FEE, DDS, PC EMPLOYEES PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | KEVIN M. FEE, DDS, PC |
Employer identification number (EIN): | 363072642 |
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 | 2010-07-01 | KEVIN M FEE | KEVIN M FEE | 2011-09-01 | |
001 | 2009-07-01 | KEVIN M FEE | KEVIN M FEE | 2010-10-27 |
Measure | Date | Value |
---|---|---|
2010: KEVIN M. FEE, DDS, PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 1 |
Total of all active and inactive participants | 2010-07-01 | 8 |
Total participants | 2010-07-01 | 8 |
2009: KEVIN M. FEE, DDS, PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 1 |
Total of all active and inactive participants | 2009-07-01 | 8 |
Total participants | 2009-07-01 | 8 |
Number of participants with account balances | 2009-07-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : KEVIN M. FEE, DDS, PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k financial data | ||
Total plan liabilities at beginning of year | 2011-06-30 | $0 |
Total income from all sources | 2011-06-30 | $147,149 |
Expenses. Total of all expenses incurred | 2011-06-30 | $7,567 |
Total plan assets at end of year | 2011-06-30 | $1,706,242 |
Total plan assets at beginning of year | 2011-06-30 | $1,566,660 |
Other income received | 2011-06-30 | $94,595 |
Net income (gross income less expenses) | 2011-06-30 | $139,582 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,706,242 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,566,660 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $52,554 |
Value of certain deemed distributions of participant loans | 2011-06-30 | $7,567 |
2010: KEVIN M. FEE, DDS, PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2010 form 5500 responses | ||
---|---|---|
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: KEVIN M. FEE, DDS, PC EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |