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ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST
Plan identification number 003

ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01ROBERT W. KIDD, III, DMD2015-04-02
0032013-01-01ROBERT W. KIDD, III, DMD
0032012-01-01ROBERT W. KIDD, III, DMD
0032011-01-01ROBERT W. KIDD, III, DMD
0032010-01-01ROBERT W KIDD III DMD PA2011-07-26
0032009-01-01ROBERT W. KIDD, III, DMD

Plan Statistics for ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2013: ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0114
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0113
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 participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0114
2011: ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115
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 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2013 : ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$-32,496
Expenses. Total of all expenses incurred2013-12-31$816,432
Benefits paid (including direct rollovers)2013-12-31$816,432
Total plan assets at end of year2013-12-31$775,932
Total plan assets at beginning of year2013-12-31$1,624,860
Value of fidelity bond covering the plan2013-12-31$565,296
Other income received2013-12-31$-32,496
Net income (gross income less expenses)2013-12-31$-848,928
Net plan assets at end of year (total assets less liabilities)2013-12-31$775,932
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,624,860
Assets. Value of real-estate (other than employer real property)2013-12-31$45,000
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 401 K PROFIT SHARING PLAN TRUST 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$178,819
Expenses. Total of all expenses incurred2012-12-31$77,770
Benefits paid (including direct rollovers)2012-12-31$74,000
Total plan assets at end of year2012-12-31$1,624,860
Total plan assets at beginning of year2012-12-31$1,523,811
Value of fidelity bond covering the plan2012-12-31$565,296
Expenses. Other expenses not covered elsewhere2012-12-31$3,770
Other income received2012-12-31$178,819
Net income (gross income less expenses)2012-12-31$101,049
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,624,860
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,523,811
Assets. Value of real-estate (other than employer real property)2012-12-31$310,000
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 401 K PROFIT SHARING PLAN TRUST 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$35,894
Expenses. Total of all expenses incurred2011-12-31$121,958
Benefits paid (including direct rollovers)2011-12-31$115,041
Total plan assets at end of year2011-12-31$1,523,811
Total plan assets at beginning of year2011-12-31$1,609,875
Value of fidelity bond covering the plan2011-12-31$565,296
Expenses. Other expenses not covered elsewhere2011-12-31$6,917
Other income received2011-12-31$35,894
Net income (gross income less expenses)2011-12-31$-86,064
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,523,811
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,609,875
Assets. Value of real-estate (other than employer real property)2011-12-31$310,000
Total contributions received or receivable from employer(s)2011-12-31$0
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 401 K PROFIT SHARING PLAN TRUST 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$91,591
Expenses. Total of all expenses incurred2010-12-31$44,671
Benefits paid (including direct rollovers)2010-12-31$38,724
Total plan assets at end of year2010-12-31$1,609,875
Total plan assets at beginning of year2010-12-31$1,562,955
Value of fidelity bond covering the plan2010-12-31$565,296
Expenses. Other expenses not covered elsewhere2010-12-31$5,947
Other income received2010-12-31$91,591
Net income (gross income less expenses)2010-12-31$46,920
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,609,875
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,562,955
Assets. Value of real-estate (other than employer real property)2010-12-31$409,000
2009 : ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST

2013: ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST 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 401 K PROFIT SHARING PLAN TRUST 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 401 K PROFIT SHARING PLAN TRUST 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
2009: ROBERT W KIDD III DMD PA 401 K PROFIT SHARING PLAN TRUST 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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