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ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN
Plan identification number 002

ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 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
  • 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.

401k Sponsoring company profile

ROBERT W KIDD III DMD PA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT W KIDD III DMD PA
Employer identification number (EIN):510112064
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01ROBERT W. KIDD, III, DMD2015-04-02
0022013-01-01ROBERT W. KIDD, III, DMD
0022012-01-01ROBERT W. KIDD, III, DMD
0022011-01-01ROBERT W. KIDD, III, DMD
0022010-01-01ROBERT W. KIDD, III, DMD
0022009-01-01ROBERT W. KIDD, III, DMD

Plan Statistics for ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN

Measure Date Value
2013: ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
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 benefits2012-01-010
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0111
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0114
Total number of active participants reported on line 7a of the Form 55002010-01-0113
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0113
Number of participants with account balances2010-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN

Measure Date Value
2013 : ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$68,285
Expenses. Total of all expenses incurred2013-12-31$416,788
Benefits paid (including direct rollovers)2013-12-31$416,788
Total plan assets at end of year2013-12-31$1,633,484
Total plan assets at beginning of year2013-12-31$1,981,987
Value of fidelity bond covering the plan2013-12-31$1,544,711
Assets. Value of loans (other than to participants)2013-12-31$139,211
Other income received2013-12-31$68,285
Net income (gross income less expenses)2013-12-31$-348,503
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,633,484
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,981,987
Assets. Value of real-estate (other than employer real property)2013-12-31$1,405,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 2012 401k financial data
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$0
Expenses. Total of all expenses incurred2012-12-31$847,460
Benefits paid (including direct rollovers)2012-12-31$847,460
Total plan assets at end of year2012-12-31$2,303,026
Total plan assets at beginning of year2012-12-31$3,150,486
Value of fidelity bond covering the plan2012-12-31$2,444,704
Assets. Value of loans (other than to participants)2012-12-31$142,362
Other income received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-847,460
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,303,026
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,150,486
Assets. Value of real-estate (other than employer real property)2012-12-31$1,741,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-630,703
Expenses. Total of all expenses incurred2011-12-31$1,408,507
Benefits paid (including direct rollovers)2011-12-31$1,382,291
Total plan assets at end of year2011-12-31$3,150,486
Total plan assets at beginning of year2011-12-31$5,189,696
Value of fidelity bond covering the plan2011-12-31$2,444,704
Assets. Value of loans (other than to participants)2011-12-31$142,362
Expenses. Other expenses not covered elsewhere2011-12-31$26,216
Other income received2011-12-31$-630,703
Net income (gross income less expenses)2011-12-31$-2,039,210
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,150,486
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,189,696
Assets. Value of real-estate (other than employer real property)2011-12-31$1,741,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$34,927
Expenses. Total of all expenses incurred2010-12-31$33,327
Benefits paid (including direct rollovers)2010-12-31$19,300
Total plan assets at end of year2010-12-31$5,189,696
Total plan assets at beginning of year2010-12-31$5,188,096
Value of fidelity bond covering the plan2010-12-31$2,444,704
Assets. Value of loans (other than to participants)2010-12-31$145,344
Expenses. Other expenses not covered elsewhere2010-12-31$14,027
Other income received2010-12-31$34,927
Net income (gross income less expenses)2010-12-31$1,600
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,189,696
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,188,096
Assets. Value of real-estate (other than employer real property)2010-12-31$2,303,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN

2013: ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 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: ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 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: ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN 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

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