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RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN
Plan identification number 002

RICHARD D. BARNES, D.D.S., 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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 D. BARNES, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD D. BARNES, D.D.S.
Employer identification number (EIN):541109947
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01RICHARD D. BARNES, D.D.S.
0022012-01-01RICHARD D. BARNES, D.D.S.
0022011-01-01RICHARD D. BARNES, D.D.S.
0022009-01-01RICHARD D. BARNES, D.D.S.
0022009-01-01RICHARD D. BARNES, D.D.S.

Plan Statistics for RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN

Measure Date Value
2013: RICHARD D. BARNES, D.D.S., 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 55002013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0110
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 participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN

Measure Date Value
2013 : RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$237,293
Expenses. Total of all expenses incurred2013-12-31$1,027,889
Benefits paid (including direct rollovers)2013-12-31$1,021,999
Total plan assets at end of year2013-12-31$2,117,086
Total plan assets at beginning of year2013-12-31$2,907,682
Value of fidelity bond covering the plan2013-12-31$1,600,000
Assets. Value of loans (other than to participants)2013-12-31$1,011,632
Expenses. Other expenses not covered elsewhere2013-12-31$2,261
Other income received2013-12-31$237,293
Net income (gross income less expenses)2013-12-31$-790,596
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,117,086
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,907,682
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,629
2012 : RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
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$321,060
Expenses. Total of all expenses incurred2012-12-31$3,097
Total plan assets at end of year2012-12-31$2,907,682
Total plan assets at beginning of year2012-12-31$2,589,719
Value of fidelity bond covering the plan2012-12-31$1,600,000
Assets. Value of loans (other than to participants)2012-12-31$1,145,106
Other income received2012-12-31$220,684
Net income (gross income less expenses)2012-12-31$317,963
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,907,682
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,589,719
Total contributions received or receivable from employer(s)2012-12-31$100,376
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,097
2011 : RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$72,715
Expenses. Total of all expenses incurred2011-12-31$2,856
Total plan assets at end of year2011-12-31$2,589,719
Total plan assets at beginning of year2011-12-31$2,519,860
Value of fidelity bond covering the plan2011-12-31$1,600,000
Assets. Value of loans (other than to participants)2011-12-31$1,228,104
Other income received2011-12-31$-22,951
Net income (gross income less expenses)2011-12-31$69,859
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,589,719
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,519,860
Total contributions received or receivable from employer(s)2011-12-31$95,666
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,856

Form 5500 Responses for RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN

2013: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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: RICHARD D. BARNES, D.D.S., PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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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