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| Plan Name | ROBERT E ANDERSON, DDS, LTD MONEY PURCHASE PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROBERT E ANDERSON, DDE, LTD |
| Employer identification number (EIN): | 541147639 |
| 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 | 2019-08-01 | ROBERT E. ANDERSON | 2021-05-13 | ||
| 001 | 2018-08-01 | ROBERT E. ANDERSON | 2020-05-14 | ||
| 001 | 2017-08-01 | ||||
| 001 | 2016-08-01 | ROBERT E. ANDERSON | 2018-05-15 | ||
| 001 | 2015-08-01 | ROBERT E. ANDERSON | 2017-05-10 | ||
| 001 | 2014-08-01 | ROBERT E. ANDERSON | 2016-05-12 | ||
| 001 | 2013-08-01 | ROBERT ANDERSON | 2015-05-12 | ROBERT ANDERSON | 2015-05-12 |
| 001 | 2012-08-01 | OLIVIA TROMBINO | 2014-02-24 | OLIVIA TROMBINO | 2014-02-24 |
| 001 | 2011-08-01 | OLIVIA TROMBINO | 2013-02-26 | OLIVIA TROMBINO | 2013-02-26 |
| 001 | 2009-08-01 | OLIVIA TROMBINO |
| Measure | Date | Value |
|---|---|---|
| 2009: ROBERT E ANDERSON, DDS, LTD MONEY PURCHASE PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-08-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 1 |
| Total of all active and inactive participants | 2009-08-01 | 19 |
| Total participants | 2009-08-01 | 19 |
| Number of participants with account balances | 2009-08-01 | 19 |
| Measure | Date | Value |
|---|---|---|
| 2010 : ROBERT E ANDERSON, DDS, LTD MONEY PURCHASE PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-07-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-07-31 | $67,169 |
| Amount contributed by the employer to the plan for this plan year | 2010-07-31 | $67,169 |
| 2009: ROBERT E ANDERSON, DDS, LTD MONEY PURCHASE PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | Submission has been amended | No |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-08-01 | Plan is a collectively bargained plan | No |
| 2009-08-01 | Plan funding arrangement – Trust | Yes |
| 2009-08-01 | Plan benefit arrangement - Trust | Yes |
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