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MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameMICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST
Plan identification number 001

MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 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
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

MICHAEL C. PEER, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL C. PEER, D.D.S., P.C.
Employer identification number (EIN):541922701
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about MICHAEL C. PEER, D.D.S., P.C.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1999-02-03
Company Identification Number: 0515587
Legal Registered Office Address: 1997 HAMILTON BLVD
PO BOX 752
SOUTH BOSTON
United States of America (USA)
-

More information about MICHAEL C. PEER, D.D.S., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL C. PEER, D.D.S.2024-07-22
0012022-01-01MICHAEL C. PEER, D.D.S.2023-09-29
0012021-01-01MICHAEL C. PEER, D.D.S.2022-08-04
0012020-01-01MICHAEL C. PEER, D.D.S.2021-10-06
0012019-01-01MICHAEL C. PEER, D.D.S.2020-10-02
0012018-01-01MICHAEL C. PEER, D.D.S.2019-10-14
0012017-01-01MICHAEL C. PEER, D.D.S.
0012016-01-01MICHAEL C. PEER, D.D.S.
0012015-01-01MICHAEL C. PEER, D.D.S.
0012014-01-01MICHAEL C. PEER, D.D.S.
0012013-01-01MICHAEL C. PEER, D.D.S.
0012012-01-01MICHAEL C. PEER, D.D.S.
0012011-01-01MICHAEL C. PEER, D.D.S.
0012009-01-01MICHAEL C. PEER, D.D.S. MICHAEL C. PEER, D.D.S.2010-10-01

Plan Statistics for MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST

Measure Date Value
2017: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-018
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 benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST

Measure Date Value
2017 : MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$135,992
Expenses. Total of all expenses incurred2017-12-31$4,778
Total plan assets at end of year2017-12-31$832,121
Total plan assets at beginning of year2017-12-31$700,907
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$38,578
Other income received2017-12-31$74,435
Net income (gross income less expenses)2017-12-31$131,214
Net plan assets at end of year (total assets less liabilities)2017-12-31$832,121
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$700,907
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$22,979
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,778
2016 : MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$112,732
Expenses. Total of all expenses incurred2016-12-31$5,374
Total plan assets at end of year2016-12-31$700,907
Total plan assets at beginning of year2016-12-31$593,549
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$37,976
Other income received2016-12-31$53,233
Net income (gross income less expenses)2016-12-31$107,358
Net plan assets at end of year (total assets less liabilities)2016-12-31$700,907
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$593,549
Assets. Value of assets in partnership/joint-venture interests2016-12-31$72
Total contributions received or receivable from employer(s)2016-12-31$21,523
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,374
2015 : MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$41,187
Expenses. Total of all expenses incurred2015-12-31$17,708
Benefits paid (including direct rollovers)2015-12-31$11,663
Total plan assets at end of year2015-12-31$593,549
Total plan assets at beginning of year2015-12-31$570,070
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$37,759
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-17,693
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$23,479
Net plan assets at end of year (total assets less liabilities)2015-12-31$593,549
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$570,070
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,637
Total contributions received or receivable from employer(s)2015-12-31$21,121
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,045
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$78,110
Expenses. Total of all expenses incurred2014-12-31$5,145
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$570,070
Total plan assets at beginning of year2014-12-31$497,105
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$37,930
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$18,918
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$72,965
Net plan assets at end of year (total assets less liabilities)2014-12-31$570,070
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$497,105
Assets. Value of assets in partnership/joint-venture interests2014-12-31$5,863
Total contributions received or receivable from employer(s)2014-12-31$21,262
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,145
2013 : MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$109,588
Expenses. Total of all expenses incurred2013-12-31$4,121
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$497,105
Total plan assets at beginning of year2013-12-31$391,638
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$38,774
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$49,512
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$105,467
Net plan assets at end of year (total assets less liabilities)2013-12-31$497,105
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$391,638
Assets. Value of assets in partnership/joint-venture interests2013-12-31$7,130
Total contributions received or receivable from employer(s)2013-12-31$21,302
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,121
2012 : MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 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$91,422
Expenses. Total of all expenses incurred2012-12-31$3,164
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$391,638
Total plan assets at beginning of year2012-12-31$303,380
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$37,690
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$34,131
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$88,258
Net plan assets at end of year (total assets less liabilities)2012-12-31$391,638
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$303,380
Assets. Value of assets in partnership/joint-venture interests2012-12-31$7,330
Total contributions received or receivable from employer(s)2012-12-31$19,601
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,164
2011 : MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$59,557
Expenses. Total of all expenses incurred2011-12-31$2,522
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$303,380
Total plan assets at beginning of year2011-12-31$246,345
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$37,713
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,527
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$57,035
Net plan assets at end of year (total assets less liabilities)2011-12-31$303,380
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$246,345
Assets. Value of assets in partnership/joint-venture interests2011-12-31$7,233
Total contributions received or receivable from employer(s)2011-12-31$20,317
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,522
2010 : MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$78,725
Expenses. Total of all expenses incurred2010-12-31$1,782
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$246,345
Total plan assets at beginning of year2010-12-31$169,402
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$38,070
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$21,090
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$76,943
Net plan assets at end of year (total assets less liabilities)2010-12-31$246,345
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$169,402
Assets. Value of assets in partnership/joint-venture interests2010-12-31$7,117
Total contributions received or receivable from employer(s)2010-12-31$19,565
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,782
2009 : MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST

2017: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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: MICHAEL C. PEER, D.D.S., P.C. RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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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