ROBERT L PATON DDS SC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST
401k plan membership statisitcs for ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST
Measure | Date | Value |
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2013: ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-12-01 | 3 |
Total of all active and inactive participants | 2013-12-01 | 0 |
Total participants | 2013-12-01 | 0 |
2012: ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-12-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 3 |
Total of all active and inactive participants | 2012-12-01 | 3 |
Total participants | 2012-12-01 | 3 |
Number of participants with account balances | 2012-12-01 | 3 |
2011: ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-12-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 3 |
Total of all active and inactive participants | 2011-12-01 | 3 |
Total participants | 2011-12-01 | 3 |
Number of participants with account balances | 2011-12-01 | 3 |
2009: ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-12-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 3 |
Total of all active and inactive participants | 2009-12-01 | 3 |
Total participants | 2009-12-01 | 3 |
Number of participants with account balances | 2009-12-01 | 3 |
Measure | Date | Value |
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2014 : ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k financial data |
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Transfers to/from the plan | 2014-11-30 | $-172,572 |
Total income from all sources | 2014-11-30 | $20,798 |
Total plan assets at end of year | 2014-11-30 | $0 |
Total plan assets at beginning of year | 2014-11-30 | $151,774 |
Other income received | 2014-11-30 | $17,724 |
Net income (gross income less expenses) | 2014-11-30 | $20,798 |
Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $151,774 |
Total contributions received or receivable from employer(s) | 2014-11-30 | $3,074 |
Funding deficiency by the employer to the plan for this plan year | 2014-11-30 | $0 |
Minimum employer required contribution for this plan year | 2014-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-11-30 | $0 |
2013 : ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k financial data |
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Total income from all sources | 2013-11-30 | $34,120 |
Total plan assets at end of year | 2013-11-30 | $151,774 |
Total plan assets at beginning of year | 2013-11-30 | $117,654 |
Value of fidelity bond covering the plan | 2013-11-30 | $80,000 |
Other income received | 2013-11-30 | $31,092 |
Net income (gross income less expenses) | 2013-11-30 | $34,120 |
Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $151,774 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $117,654 |
Total contributions received or receivable from employer(s) | 2013-11-30 | $3,028 |
Funding deficiency by the employer to the plan for this plan year | 2013-11-30 | $0 |
Minimum employer required contribution for this plan year | 2013-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-11-30 | $0 |
2012 : ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data |
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Total income from all sources | 2012-11-30 | $21,692 |
Total plan assets at end of year | 2012-11-30 | $117,654 |
Total plan assets at beginning of year | 2012-11-30 | $95,962 |
Value of fidelity bond covering the plan | 2012-11-30 | $55,000 |
Other income received | 2012-11-30 | $17,647 |
Net income (gross income less expenses) | 2012-11-30 | $21,692 |
Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $117,654 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $95,962 |
Total contributions received or receivable from employer(s) | 2012-11-30 | $4,045 |
Funding deficiency by the employer to the plan for this plan year | 2012-11-30 | $0 |
Minimum employer required contribution for this plan year | 2012-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-11-30 | $0 |
2011 : ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data |
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Total income from all sources | 2011-11-30 | $3,324 |
Total plan assets at end of year | 2011-11-30 | $95,962 |
Total plan assets at beginning of year | 2011-11-30 | $92,638 |
Value of fidelity bond covering the plan | 2011-11-30 | $55,000 |
Other income received | 2011-11-30 | $-1,005 |
Net income (gross income less expenses) | 2011-11-30 | $3,324 |
Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $95,962 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $92,638 |
Total contributions received or receivable from employer(s) | 2011-11-30 | $4,329 |
Funding deficiency by the employer to the plan for this plan year | 2011-11-30 | $0 |
Minimum employer required contribution for this plan year | 2011-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-11-30 | $0 |
2010 : ROBERT L PATON DDS SC MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2010-11-30 | $0 |
Minimum employer required contribution for this plan year | 2010-11-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-11-30 | $0 |
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