Logo

D & T DENTISTRY 401(K) PLAN AND TRUST 401k Plan overview

Plan NameD & T DENTISTRY 401(K) PLAN AND TRUST
Plan identification number 001

D & T DENTISTRY 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DEBORAH L. BEATY, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DEBORAH L. BEATY, D.D.S., P.C.
Employer identification number (EIN):363888411
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D & T DENTISTRY 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEBORAH BEATY DDS2024-06-26 DEBORAH BEATY DDS2024-06-26
0012022-01-01DEBORAH BEATY DDS2023-06-17 DEBORAH BEATY DDS2023-06-17
0012021-01-01DEBORAH BEATY DDS2022-07-24 DEBORAH BEATY DDS2022-07-24
0012020-01-01DEBORAH BEATY DDS2021-09-22 DEBORAH BEATY DDS2021-09-22
0012019-01-01DEBORAH BEATY DDS2020-03-09 DEBORAH BEATY DDS2020-03-09
0012018-01-01DEBORAH BEATY2019-04-25 DEBORAH BEATY2019-04-25
0012017-01-01DEBORAH BEATY2018-05-21 DEBORAH BEATY2018-05-21
0012016-01-01DEBORAH BEATY2017-03-07 DEBORAH BEATY2017-03-07
0012015-01-01DEBORAH BEATY2016-05-06 DEBORAH BEATY2016-05-06
0012014-01-01DEBORAH BEATY2015-04-07 DEBORAH BEATY2015-04-07
0012013-01-01DEBORAH BEATY2014-06-02 DEBORAH BEATY2014-06-02
0012012-01-01DEBORAH BEATY DEBORAH BEATY2013-09-11
0012011-01-01DEBORAH BEATY DEBORAH BEATY2012-08-06
0012010-01-01DEBORAH BEATY DEBORAH BEATY2011-09-29
0012009-01-01DEBORAH BEATY DEBORAH BEATY2010-07-19

Plan Statistics for D & T DENTISTRY 401(K) PLAN AND TRUST

401k plan membership statisitcs for D & T DENTISTRY 401(K) PLAN AND TRUST

Measure Date Value
2012: D & T DENTISTRY 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: D & T DENTISTRY 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: D & T DENTISTRY 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: D & T DENTISTRY 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-016
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 benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on D & T DENTISTRY 401(K) PLAN AND TRUST

Measure Date Value
2012 : D & T DENTISTRY 401(K) PLAN AND 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$279,824
Expenses. Total of all expenses incurred2012-12-31$13,833
Benefits paid (including direct rollovers)2012-12-31$4,648
Total plan assets at end of year2012-12-31$1,448,671
Total plan assets at beginning of year2012-12-31$1,182,680
Value of fidelity bond covering the plan2012-12-31$40,000
Total contributions received or receivable from participants2012-12-31$60,745
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$154,056
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$265,991
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,448,671
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,182,680
Total contributions received or receivable from employer(s)2012-12-31$65,023
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$9,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : D & T DENTISTRY 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$90,476
Expenses. Total of all expenses incurred2011-12-31$5,718
Benefits paid (including direct rollovers)2011-12-31$1,758
Total plan assets at end of year2011-12-31$1,182,680
Total plan assets at beginning of year2011-12-31$1,097,922
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$61,270
Other income received2011-12-31$-32,201
Net income (gross income less expenses)2011-12-31$84,758
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,182,680
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,097,922
Total contributions received or receivable from employer(s)2011-12-31$61,407
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : D & T DENTISTRY 401(K) PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$484,110
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$150,449
Expenses. Total of all expenses incurred2010-12-31$3,069
Total plan assets at end of year2010-12-31$1,097,922
Total plan assets at beginning of year2010-12-31$466,432
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$28,275
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$63,935
Net income (gross income less expenses)2010-12-31$147,380
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,097,922
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$466,432
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$1,116
Total contributions received or receivable from employer(s)2010-12-31$58,239
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,069
2009 : D & T DENTISTRY 401(K) PLAN AND 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 D & T DENTISTRY 401(K) PLAN AND TRUST

2012: D & T DENTISTRY 401(K) PLAN AND 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: D & T DENTISTRY 401(K) PLAN AND 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: D & T DENTISTRY 401(K) PLAN AND 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: D & T DENTISTRY 401(K) PLAN AND 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1