MICHAEL R DANA DDS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL R DANA DDS PC 401K PLAN
| Measure | Date | Value |
|---|
| 2019: MICHAEL R DANA DDS PC 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 23 |
| Number of participants with account balances | 2019-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: MICHAEL R DANA DDS PC 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 21 |
| 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 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 24 |
| Number of participants with account balances | 2018-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: MICHAEL R DANA DDS PC 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
| Total of all active and inactive participants | 2017-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 26 |
| Number of participants with account balances | 2017-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: MICHAEL R DANA DDS PC 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
| Total of all active and inactive participants | 2016-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 24 |
| Number of participants with account balances | 2016-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: MICHAEL R DANA DDS PC 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
| Total of all active and inactive participants | 2015-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 31 |
| Number of participants with account balances | 2015-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: MICHAEL R DANA DDS PC 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 23 |
| 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 | 8 |
| Total of all active and inactive participants | 2014-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 31 |
| Number of participants with account balances | 2014-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : MICHAEL R DANA DDS PC 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,155,728 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $196,199 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $177,526 |
| Total plan assets at end of year | 2019-12-31 | $5,030,188 |
| Total plan assets at beginning of year | 2019-12-31 | $4,070,659 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $156,971 |
| Other income received | 2019-12-31 | $689,347 |
| Net income (gross income less expenses) | 2019-12-31 | $959,529 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,030,188 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,070,659 |
| Assets. Value of participant loans | 2019-12-31 | $1,749 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $309,410 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $18,673 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : MICHAEL R DANA DDS PC 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-189,552 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $302,747 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $284,182 |
| Total plan assets at end of year | 2018-12-31 | $4,070,659 |
| Total plan assets at beginning of year | 2018-12-31 | $4,562,958 |
| Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $146,163 |
| Other income received | 2018-12-31 | $-525,927 |
| Net income (gross income less expenses) | 2018-12-31 | $-492,299 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,070,659 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,562,958 |
| Assets. Value of participant loans | 2018-12-31 | $2,917 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $190,212 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $18,565 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : MICHAEL R DANA DDS PC 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $919,679 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $116,765 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $100,211 |
| Total plan assets at end of year | 2017-12-31 | $4,562,958 |
| Total plan assets at beginning of year | 2017-12-31 | $3,760,044 |
| Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $135,247 |
| Other income received | 2017-12-31 | $576,204 |
| Net income (gross income less expenses) | 2017-12-31 | $802,914 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,562,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,760,044 |
| Assets. Value of participant loans | 2017-12-31 | $13,467 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $208,228 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $16,554 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MICHAEL R DANA DDS PC 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $743,967 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $84,208 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $70,253 |
| Total plan assets at end of year | 2016-12-31 | $3,760,044 |
| Total plan assets at beginning of year | 2016-12-31 | $3,100,285 |
| Value of fidelity bond covering the plan | 2016-12-31 | $360,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $138,886 |
| Other income received | 2016-12-31 | $386,241 |
| Net income (gross income less expenses) | 2016-12-31 | $659,759 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,760,044 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,100,285 |
| Assets. Value of participant loans | 2016-12-31 | $18,093 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $218,840 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $13,955 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MICHAEL R DANA DDS PC 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $263,699 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $128,646 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $115,972 |
| Total plan assets at end of year | 2015-12-31 | $3,100,285 |
| Total plan assets at beginning of year | 2015-12-31 | $2,965,232 |
| Value of fidelity bond covering the plan | 2015-12-31 | $360,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $139,791 |
| Other income received | 2015-12-31 | $-89,553 |
| Net income (gross income less expenses) | 2015-12-31 | $135,053 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,100,285 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,965,232 |
| Assets. Value of participant loans | 2015-12-31 | $15,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $213,461 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $12,674 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MICHAEL R DANA DDS PC 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $330,025 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $52,033 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $41,909 |
| Total plan assets at end of year | 2014-12-31 | $2,965,232 |
| Total plan assets at beginning of year | 2014-12-31 | $2,687,240 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $142,850 |
| Other income received | 2014-12-31 | $-24,716 |
| Net income (gross income less expenses) | 2014-12-31 | $277,992 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,965,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,687,240 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $211,891 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $10,124 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2019: MICHAEL R DANA DDS PC 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MICHAEL R DANA DDS PC 401K 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 – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MICHAEL R DANA DDS PC 401K PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MICHAEL R DANA DDS PC 401K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MICHAEL R DANA DDS PC 401K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MICHAEL R DANA DDS PC 401K PLAN 2014 form 5500 responses |
|---|
| 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 | No |
| 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 |
