PAUL D POTTER DDS LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PAUL D POTTER DDS LTD PENSION AND TRUST
Measure | Date | Value |
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2014: PAUL D POTTER DDS LTD PENSION AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PAUL D POTTER DDS LTD PENSION AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PAUL D POTTER DDS LTD PENSION AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PAUL D POTTER DDS LTD PENSION AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PAUL D POTTER DDS LTD PENSION AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 4 |
Number of participants with account balances | 2010-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: PAUL D POTTER DDS LTD PENSION AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2014 : PAUL D POTTER DDS LTD PENSION AND TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $7,561 |
Expenses. Total of all expenses incurred | 2014-12-31 | $977,218 |
Benefits paid (including direct rollovers) | 2014-12-31 | $977,218 |
Total plan assets at end of year | 2014-12-31 | $0 |
Total plan assets at beginning of year | 2014-12-31 | $969,657 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Other income received | 2014-12-31 | $7,561 |
Net income (gross income less expenses) | 2014-12-31 | $-969,657 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $969,657 |
2013 : PAUL D POTTER DDS LTD PENSION AND TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $51,886 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $969,657 |
Total plan assets at beginning of year | 2013-12-31 | $917,771 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Other income received | 2013-12-31 | $37,247 |
Net income (gross income less expenses) | 2013-12-31 | $51,886 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $969,657 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $917,771 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $14,639 |
2012 : PAUL D POTTER DDS LTD PENSION AND TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $55,940 |
Total plan assets at end of year | 2012-12-31 | $917,771 |
Total plan assets at beginning of year | 2012-12-31 | $861,831 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Other income received | 2012-12-31 | $32,688 |
Net income (gross income less expenses) | 2012-12-31 | $55,940 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $917,771 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $861,831 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $23,252 |
2011 : PAUL D POTTER DDS LTD PENSION AND TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $39,934 |
Expenses. Total of all expenses incurred | 2011-12-31 | $15,590 |
Benefits paid (including direct rollovers) | 2011-12-31 | $15,590 |
Total plan assets at end of year | 2011-12-31 | $861,831 |
Total plan assets at beginning of year | 2011-12-31 | $837,487 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Other income received | 2011-12-31 | $14,603 |
Net income (gross income less expenses) | 2011-12-31 | $24,344 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $861,831 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $837,487 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $25,331 |
2010 : PAUL D POTTER DDS LTD PENSION AND TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $68,718 |
Total plan assets at end of year | 2010-12-31 | $837,487 |
Total plan assets at beginning of year | 2010-12-31 | $768,769 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Other income received | 2010-12-31 | $43,588 |
Net income (gross income less expenses) | 2010-12-31 | $68,718 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $837,487 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $768,769 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $25,130 |
2014: PAUL D POTTER DDS LTD PENSION AND TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | Yes |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PAUL D POTTER DDS LTD PENSION AND TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PAUL D POTTER DDS LTD PENSION AND TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PAUL D POTTER DDS LTD PENSION AND TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PAUL D POTTER DDS LTD PENSION AND TRUST 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PAUL D POTTER DDS LTD PENSION AND TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |