401k Plan data: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN plan

RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN
Plan identification number	002

RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

RICHARD H. TATE DDS LTD has sponsored the creation of one or more 401k plans.

Company Name: RICHARD H. TATE DDS LTD

Employer identification number (EIN): 540944858

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-10-01
002 2018-10-01
002 2017-10-01 RICHARD H. TATE DDS RICHARD H. TATE DDS 2019-02-14
002 2016-10-01 RICHARD H. TATE DDS RICHARD H. TATE DDS 2018-02-07
002 2015-10-01 RICHARD H. TATE DDS RICHARD H. TATE DDS 2017-06-12
002 2014-10-01 RICHARD H. TATE DDS RICHARD H. TATE DDS 2016-06-09
002 2013-10-01 RICHARD H. TATE DDS RICHARD H. TATE DDS 2015-06-09
002 2012-10-01 GEORGE S. TATE JR GEORGE S. TATE JR 2014-02-17
002 2011-10-01 GEORGE S. TATE JR GEORGE S. TATE JR 2013-06-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2019-10-01
002	2018-10-01
002	2017-10-01	RICHARD H. TATE DDS	RICHARD H. TATE DDS	2019-02-14
002	2016-10-01	RICHARD H. TATE DDS	RICHARD H. TATE DDS	2018-02-07
002	2015-10-01	RICHARD H. TATE DDS	RICHARD H. TATE DDS	2017-06-12
002	2014-10-01	RICHARD H. TATE DDS	RICHARD H. TATE DDS	2016-06-09
002	2013-10-01	RICHARD H. TATE DDS	RICHARD H. TATE DDS	2015-06-09
002	2012-10-01	GEORGE S. TATE JR	GEORGE S. TATE JR	2014-02-17
002	2011-10-01	GEORGE S. TATE JR	GEORGE S. TATE JR	2013-06-12

Plan Statistics for RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN

Measure Date Value
2019: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 0
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 0
Total of all active and inactive participants 2019-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 0
Number of participants with account balances 2019-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 5
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 0
Total of all active and inactive participants 2018-10-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 5
Number of participants with account balances 2018-10-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 12
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 0
Total of all active and inactive participants 2017-10-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 12
Number of participants with account balances 2017-10-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 12
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 0
Total of all active and inactive participants 2016-10-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 12
Number of participants with account balances 2016-10-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 12
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 0
Total of all active and inactive participants 2015-10-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 12
Number of participants with account balances 2015-10-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 11
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 11
Number of participants with account balances 2014-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 11
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 11
Number of participants with account balances 2013-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 11
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 11
Number of participants with account balances 2012-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 11
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 11
Number of participants with account balances 2011-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0

Measure	Date	Value
2019: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	0
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	0
Total of all active and inactive participants	2019-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	0
Number of participants with account balances	2019-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	5
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	0
Total of all active and inactive participants	2018-10-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	5
Number of participants with account balances	2018-10-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	12
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	0
Total of all active and inactive participants	2017-10-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	12
Number of participants with account balances	2017-10-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	12
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	12
Number of participants with account balances	2016-10-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	12
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	0
Total of all active and inactive participants	2015-10-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	12
Number of participants with account balances	2015-10-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	11
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	11
Number of participants with account balances	2014-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	11
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	11
Number of participants with account balances	2013-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	11
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	11
Number of participants with account balances	2012-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	11
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	11
Number of participants with account balances	2011-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0

Financial Data on RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN

Measure	Date	Value
2020 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$15,719
Expenses. Total of all expenses incurred	2020-09-30	$1,260,181
Benefits paid (including direct rollovers)	2020-09-30	$1,260,181
Total plan assets at end of year	2020-09-30	$0
Total plan assets at beginning of year	2020-09-30	$1,244,462
Value of fidelity bond covering the plan	2020-09-30	$150,000
Other income received	2020-09-30	$15,719
Net income (gross income less expenses)	2020-09-30	$-1,244,462
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$1,244,462
2019 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-09-30	$344,875
Expenses. Total of all expenses incurred	2019-09-30	$6,170,668
Benefits paid (including direct rollovers)	2019-09-30	$6,170,668
Total plan assets at end of year	2019-09-30	$1,244,462
Total plan assets at beginning of year	2019-09-30	$7,070,255
Value of fidelity bond covering the plan	2019-09-30	$150,000
Other income received	2019-09-30	$344,875
Net income (gross income less expenses)	2019-09-30	$-5,825,793
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$1,244,462
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$7,070,255
2018 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-09-30	$860,638
Expenses. Total of all expenses incurred	2018-09-30	$2,176,792
Benefits paid (including direct rollovers)	2018-09-30	$2,176,792
Total plan assets at end of year	2018-09-30	$7,070,255
Total plan assets at beginning of year	2018-09-30	$8,386,409
Value of fidelity bond covering the plan	2018-09-30	$500,000
Other income received	2018-09-30	$860,638
Net income (gross income less expenses)	2018-09-30	$-1,316,154
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$7,070,255
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$8,386,409
2017 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$1,246,407
Expenses. Total of all expenses incurred	2017-09-30	$1,402,936
Benefits paid (including direct rollovers)	2017-09-30	$1,402,936
Total plan assets at end of year	2017-09-30	$8,386,409
Total plan assets at beginning of year	2017-09-30	$8,542,938
Value of fidelity bond covering the plan	2017-09-30	$500,000
Other income received	2017-09-30	$1,246,407
Net income (gross income less expenses)	2017-09-30	$-156,529
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$8,386,409
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$8,542,938
2016 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$1,056,686
Expenses. Total of all expenses incurred	2016-09-30	$290,000
Benefits paid (including direct rollovers)	2016-09-30	$290,000
Total plan assets at end of year	2016-09-30	$8,542,938
Total plan assets at beginning of year	2016-09-30	$7,776,252
Value of fidelity bond covering the plan	2016-09-30	$500,000
Total contributions received or receivable from participants	2016-09-30	$24,000
Other income received	2016-09-30	$984,686
Net income (gross income less expenses)	2016-09-30	$766,686
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$8,542,938
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$7,776,252
Total contributions received or receivable from employer(s)	2016-09-30	$48,000
2015 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$-207,877
Expenses. Total of all expenses incurred	2015-09-30	$267,300
Benefits paid (including direct rollovers)	2015-09-30	$267,300
Total plan assets at end of year	2015-09-30	$7,776,252
Total plan assets at beginning of year	2015-09-30	$8,251,429
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$23,000
Other income received	2015-09-30	$-310,087
Net income (gross income less expenses)	2015-09-30	$-475,177
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$7,776,252
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$8,251,429
Total contributions received or receivable from employer(s)	2015-09-30	$79,210
2014 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$1,038,577
Expenses. Total of all expenses incurred	2014-09-30	$252,459
Benefits paid (including direct rollovers)	2014-09-30	$252,459
Total plan assets at end of year	2014-09-30	$8,251,429
Total plan assets at beginning of year	2014-09-30	$7,465,311
Value of fidelity bond covering the plan	2014-09-30	$1,200,000
Total contributions received or receivable from participants	2014-09-30	$23,000
Other income received	2014-09-30	$939,095
Net income (gross income less expenses)	2014-09-30	$786,118
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$8,251,429
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$7,465,311
Total contributions received or receivable from employer(s)	2014-09-30	$76,482
2013 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$1,211,198
Expenses. Total of all expenses incurred	2013-09-30	$200,000
Benefits paid (including direct rollovers)	2013-09-30	$200,000
Total plan assets at end of year	2013-09-30	$7,465,311
Total plan assets at beginning of year	2013-09-30	$6,454,113
Value of fidelity bond covering the plan	2013-09-30	$900,000
Total contributions received or receivable from participants	2013-09-30	$22,500
Other income received	2013-09-30	$1,113,231
Net income (gross income less expenses)	2013-09-30	$1,011,198
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$7,465,311
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$6,454,113
Assets. Value of participant loans	2013-09-30	$25,911
Total contributions received or receivable from employer(s)	2013-09-30	$75,467
2012 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$1,272,667
Expenses. Total of all expenses incurred	2012-09-30	$215,000
Benefits paid (including direct rollovers)	2012-09-30	$215,000
Total plan assets at end of year	2012-09-30	$6,454,113
Total plan assets at beginning of year	2012-09-30	$5,396,446
Value of fidelity bond covering the plan	2012-09-30	$700,000
Total contributions received or receivable from participants	2012-09-30	$22,000
Other income received	2012-09-30	$1,176,405
Net income (gross income less expenses)	2012-09-30	$1,057,667
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$6,454,113
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$5,396,446
Assets. Value of participant loans	2012-09-30	$31,546
Total contributions received or receivable from employer(s)	2012-09-30	$74,262
2011 : RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$-197,468
Expenses. Total of all expenses incurred	2011-09-30	$213,997
Benefits paid (including direct rollovers)	2011-09-30	$213,997
Total plan assets at end of year	2011-09-30	$5,396,446
Total plan assets at beginning of year	2011-09-30	$5,807,911
Value of fidelity bond covering the plan	2011-09-30	$700,000
Total contributions received or receivable from participants	2011-09-30	$22,000
Other income received	2011-09-30	$-292,846
Net income (gross income less expenses)	2011-09-30	$-411,465
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$5,396,446
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$5,807,911
Total contributions received or receivable from employer(s)	2011-09-30	$73,378

Form 5500 Responses for RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN

2019: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	This submission is the final filing	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: RICHARD H. TATE DDS LTD 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD H. TATE DDS LTD
Employer identification number (EIN):	540944858
NAIC Classification:	621210
NAIC Description:	Offices of Dentists