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DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN
Plan identification number 001

DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

DAVID A REID, DDS, LTD has sponsored the creation of one or more 401k plans.

Company Name:DAVID A REID, DDS, LTD
Employer identification number (EIN):540916902
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01DAVID REID2022-04-04 DAVID REID2022-04-04
0012020-09-01DAVID REID2022-01-21 DAVID REID2022-01-21
0012020-01-01DAVID REID2021-12-20 DAVID REID2021-12-20
0012019-09-01DAVID REID2020-12-04 DAVID REID2020-12-04
0012018-09-01DAVID REID2020-12-04 DAVID REID2020-12-04
0012016-09-01DAVID A. REID2017-11-10 DAVID A. REID2017-11-10
0012015-09-01DAVID A. REID2016-11-19 DAVID A. REID2016-11-19
0012014-09-01DAVID A. REID2015-12-22 DAVID A. REID2015-12-22
0012013-09-01DAVID A. REID2014-11-21 DAVID A. REID2014-11-21
0012012-09-01DAVID A. REID2013-10-22 DAVID A. REID2013-10-22
0012011-09-01DAVID A. REID2013-10-22 DAVID A. REID2013-10-22
0012010-09-01DAVID A. REID2013-10-22 DAVID A. REID2013-10-22
0012009-09-01DAVID A. REID

Plan Statistics for DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN

Measure Date Value
2009: DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-013
Total number of active participants reported on line 7a of the Form 55002009-09-013
Total of all active and inactive participants2009-09-013
Total participants2009-09-013

Financial Data on DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN

Measure Date Value
2013 : DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-08-31$0
Expenses. Total of all expenses incurred2013-08-31$135,000
Benefits paid (including direct rollovers)2013-08-31$135,000
Total plan assets at end of year2013-08-31$3,285,670
Total plan assets at beginning of year2013-08-31$3,146,381
Value of fidelity bond covering the plan2013-08-31$300,000
Total contributions received or receivable from participants2013-08-31$0
Contributions received from other sources (not participants or employers)2013-08-31$0
Noncash contributions received2013-08-31$0
Net income (gross income less expenses)2013-08-31$-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

Form 5500 Responses for DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN

2009: DAVID A REID, DDS, LTD, 1995 RESTATED PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01First time form 5500 has been submittedYes
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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