401k Plan data: STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN plan

STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN
Plan identification number	002

STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

STEVEN G. GARRETT, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: STEVEN G. GARRETT, DDS, PC

Employer identification number (EIN): 541143669

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 STEVEN G. GARRETT
002 2009-01-01 STEVEN G. GARRETT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2011-01-01	STEVEN G. GARRETT
002	2009-01-01	STEVEN G. GARRETT

Plan Statistics for STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011: STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2011 : STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-89,805
Expenses. Total of all expenses incurred	2011-12-31	$3,010,997
Benefits paid (including direct rollovers)	2011-12-31	$3,009,366
Total plan assets at end of year	2011-12-31	$0
Total plan assets at beginning of year	2011-12-31	$3,100,802
Value of fidelity bond covering the plan	2011-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,631
Other income received	2011-12-31	$-89,805
Net income (gross income less expenses)	2011-12-31	$-3,100,802
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,100,802
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 securities	2011-12-31	$0
2010 : STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$403,819
Expenses. Total of all expenses incurred	2010-12-31	$1,265
Benefits paid (including direct rollovers)	2010-12-31	$418
Total plan assets at end of year	2010-12-31	$3,100,802
Total plan assets at beginning of year	2010-12-31	$2,698,248
Value of fidelity bond covering the plan	2010-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$847
Other income received	2010-12-31	$365,819
Net income (gross income less expenses)	2010-12-31	$402,554
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,100,802
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,698,248
Total contributions received or receivable from employer(s)	2010-12-31	$38,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN

2011: STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	Yes
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STEVEN G. GARRETT, DDS, PC DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STEVEN G. GARRETT, DDS, PC
Employer identification number (EIN):	541143669
NAIC Classification:	621210
NAIC Description:	Offices of Dentists