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ROBERT E ANDERSON, DDS, LTD PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT E ANDERSON, DDS, LTD PROFIT SHARING PLAN
Plan identification number 002

ROBERT E ANDERSON, DDS, LTD 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).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ROBERT E ANDERSON, DDE, LTD has sponsored the creation of one or more 401k plans.

Company Name:ROBERT E ANDERSON, DDE, LTD
Employer identification number (EIN):541147639
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT E ANDERSON, DDS, LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-08-01
0022021-08-01
0022020-08-01ROBERT E. ANDERSON2022-05-06
0022019-08-01ROBERT E. ANDERSON2021-05-13
0022018-08-01ROBERT E. ANDERSON2020-05-14
0022017-08-01
0022016-08-01ROBERT E. ANDERSON2018-05-15
0022015-08-01ROBERT E. ANDERSON2017-05-11
0022014-08-01ROBERT E. ANDERSON2016-05-12
0022013-08-01ROBERT ANDERSON2015-05-12 ROBERT ANDERSON2015-05-12
0022012-08-01OLIVIA TROMBINO2014-02-24 OLIVIA TROMBINO2014-02-24
0022011-08-01OLIVIA TROMBINO2013-02-26 OLIVIA TROMBINO2013-02-26
0022009-08-01OLIVIA TROMBINO

Plan Statistics for ROBERT E ANDERSON, DDS, LTD PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT E ANDERSON, DDS, LTD PROFIT SHARING PLAN

Measure Date Value
2009: ROBERT E ANDERSON, DDS, LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-0119
Total number of active participants reported on line 7a of the Form 55002009-08-0117
Number of other retired or separated participants entitled to future benefits2009-08-011
Total of all active and inactive participants2009-08-0118
Total participants2009-08-0118
Number of participants with account balances2009-08-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on ROBERT E ANDERSON, DDS, LTD PROFIT SHARING PLAN

Measure Date Value
2010 : ROBERT E ANDERSON, DDS, LTD PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0
Funding deficiency by the employer to the plan for this plan year2010-07-31$-6,838
Minimum employer required contribution for this plan year2010-07-31$44,393
Amount contributed by the employer to the plan for this plan year2010-07-31$51,231

Form 5500 Responses for ROBERT E ANDERSON, DDS, LTD PROFIT SHARING PLAN

2009: ROBERT E ANDERSON, DDS, LTD PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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