Plan Name | DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DAVID A REID, DDS, LTD |
Employer identification number (EIN): | 540916902 |
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 | 2021-09-01 | DAVID REID | 2022-04-04 | DAVID REID | 2022-04-04 |
001 | 2020-09-01 | DAVID REID | 2022-01-21 | DAVID REID | 2022-01-21 |
001 | 2020-01-01 | DAVID REID | 2021-12-20 | DAVID REID | 2021-12-20 |
001 | 2019-09-01 | DAVID REID | 2020-12-04 | DAVID REID | 2020-12-04 |
001 | 2018-09-01 | DAVID REID | 2020-12-04 | DAVID REID | 2020-12-04 |
001 | 2016-09-01 | DAVID A. REID | 2017-11-10 | DAVID A. REID | 2017-11-10 |
001 | 2015-09-01 | DAVID A. REID | 2016-11-19 | DAVID A. REID | 2016-11-19 |
001 | 2014-09-01 | DAVID A. REID | 2015-12-22 | DAVID A. REID | 2015-12-22 |
001 | 2013-09-01 | DAVID A. REID | 2014-11-21 | DAVID A. REID | 2014-11-21 |
001 | 2012-09-01 | DAVID A. REID | 2013-10-22 | DAVID A. REID | 2013-10-22 |
001 | 2011-09-01 | DAVID A. REID | 2013-10-22 | DAVID A. REID | 2013-10-22 |
001 | 2010-09-01 | DAVID A. REID | 2013-10-22 | DAVID A. REID | 2013-10-22 |
001 | 2009-09-01 | DAVID A. REID |
Measure | Date | Value |
---|---|---|
2009: DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 3 |
Total of all active and inactive participants | 2009-09-01 | 3 |
Total participants | 2009-09-01 | 3 |
Measure | Date | Value |
---|---|---|
2013 : DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-08-31 | $0 |
Expenses. Total of all expenses incurred | 2013-08-31 | $135,000 |
Benefits paid (including direct rollovers) | 2013-08-31 | $135,000 |
Total plan assets at end of year | 2013-08-31 | $3,285,670 |
Total plan assets at beginning of year | 2013-08-31 | $3,146,381 |
Value of fidelity bond covering the plan | 2013-08-31 | $300,000 |
Total contributions received or receivable from participants | 2013-08-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-08-31 | $0 |
Noncash contributions received | 2013-08-31 | $0 |
Net income (gross income less expenses) | 2013-08-31 | $-135,000 |
Net plan assets at end of year (total assets less liabilities) | 2013-08-31 | $3,285,670 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-08-31 | $3,146,381 |
Total contributions received or receivable from employer(s) | 2013-08-31 | $0 |
2009: DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN 2009 form 5500 responses | ||
---|---|---|
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | First time form 5500 has been submitted | Yes |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |