Plan Name | UTAH VALLEY ENDODONTICS 401(K) & PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PAUL M. CREER, DDS, PC |
Employer identification number (EIN): | 383749849 |
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 | 2023-01-01 | STEVEN STOUT | 2024-08-20 | ||
001 | 2022-01-01 | STEVEN STOUT | 2023-07-24 | ||
001 | 2021-01-01 | STEVEN STOUT | 2022-07-26 | ||
001 | 2020-01-01 | STEVEN STOUT | 2021-07-22 | ||
001 | 2019-01-01 | STEVEN STOUT | 2020-09-29 | ||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | PAUL M. CREER | 2018-08-16 | ||
001 | 2016-01-01 | PAUL CREER | 2017-10-11 | ||
001 | 2015-01-01 | PAUL CREER | 2016-10-12 | ||
001 | 2014-01-01 | PAUL CREER | 2015-09-21 | ||
001 | 2013-01-01 | PAUL CREER | 2014-06-18 | ||
001 | 2012-01-01 | PAUL CREER | 2013-07-02 | ||
001 | 2011-01-01 | PAUL CREER | 2012-08-02 | ||
001 | 2010-01-01 | PAUL CREER | 2011-10-11 |
Measure | Date | Value |
---|---|---|
2018: UTAH VALLEY ENDODONTICS 401(K) & PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 5 |
Number of participants with account balances | 2018-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2018 : UTAH VALLEY ENDODONTICS 401(K) & PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $19,119 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,601 |
Total plan assets at end of year | 2018-12-31 | $528,824 |
Total plan assets at beginning of year | 2018-12-31 | $512,306 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Total contributions received or receivable from participants | 2018-12-31 | $27,117 |
Other income received | 2018-12-31 | $-61,567 |
Net income (gross income less expenses) | 2018-12-31 | $16,518 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $528,824 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $512,306 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $53,569 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,601 |
2018: UTAH VALLEY ENDODONTICS 401(K) & PROFIT SHARING PLAN 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |