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ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameROSE & ROSE, DDS, PC PROFIT SHARING PLAN
Plan identification number 001

ROSE & ROSE, DDS, PC 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.

401k Sponsoring company profile

ROSE & ROSE, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:ROSE & ROSE, DDS, PC
Employer identification number (EIN):541956330
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSE & ROSE, DDS, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01MARTINE C. ROSE
0012014-01-01MARTINE C. ROSE
0012013-01-01MARTINE C. ROSE
0012012-01-01SUSAN MULLER FOR MARTINE C. ROSE
0012011-01-01WENDI COLLIER FOR MARTINE C ROSE
0012009-01-01MARTINE C ROSE

Plan Statistics for ROSE & ROSE, DDS, PC PROFIT SHARING PLAN

401k plan membership statisitcs for ROSE & ROSE, DDS, PC PROFIT SHARING PLAN

Measure Date Value
2015: ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-019
Total of all active and inactive participants2014-01-019
Total participants2014-01-019
Number of participants with account balances2014-01-019
2013: ROSE & ROSE, DDS, PC 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 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-0111
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
2012: ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Total of all active and inactive participants2012-01-0111
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
2011: ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Total of all active and inactive participants2011-01-0112
Total participants2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-0114
Total participants2009-01-0114
Number of participants with account balances2009-01-0114

Financial Data on ROSE & ROSE, DDS, PC PROFIT SHARING PLAN

Measure Date Value
2015 : ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$93
Expenses. Total of all expenses incurred2015-12-31$506,592
Benefits paid (including direct rollovers)2015-12-31$506,572
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$506,499
Expenses. Other expenses not covered elsewhere2015-12-31$20
Other income received2015-12-31$93
Net income (gross income less expenses)2015-12-31$-506,499
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$506,499
2014 : ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$5,047
Expenses. Total of all expenses incurred2014-12-31$29,874
Benefits paid (including direct rollovers)2014-12-31$24,683
Total plan assets at end of year2014-12-31$506,499
Total plan assets at beginning of year2014-12-31$531,326
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$4,878
Expenses. Other expenses not covered elsewhere2014-12-31$5,191
Other income received2014-12-31$169
Net income (gross income less expenses)2014-12-31$-24,827
Net plan assets at end of year (total assets less liabilities)2014-12-31$506,499
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$531,326
2013 : ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$8,688
Expenses. Total of all expenses incurred2013-12-31$5,105
Total plan assets at end of year2013-12-31$531,326
Total plan assets at beginning of year2013-12-31$527,743
Value of fidelity bond covering the plan2013-12-31$53,000
Total contributions received or receivable from participants2013-12-31$8,497
Expenses. Other expenses not covered elsewhere2013-12-31$5,105
Other income received2013-12-31$191
Net income (gross income less expenses)2013-12-31$3,583
Net plan assets at end of year (total assets less liabilities)2013-12-31$531,326
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$527,743
2012 : ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$51,983
Expenses. Total of all expenses incurred2012-12-31$12,771
Benefits paid (including direct rollovers)2012-12-31$7,998
Total plan assets at end of year2012-12-31$527,743
Total plan assets at beginning of year2012-12-31$488,531
Value of fidelity bond covering the plan2012-12-31$49,000
Total contributions received or receivable from participants2012-12-31$34,197
Expenses. Other expenses not covered elsewhere2012-12-31$4,773
Other income received2012-12-31$387
Net income (gross income less expenses)2012-12-31$39,212
Net plan assets at end of year (total assets less liabilities)2012-12-31$527,743
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$488,531
Total contributions received or receivable from employer(s)2012-12-31$17,399
2011 : ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$50,126
Expenses. Total of all expenses incurred2011-12-31$4,264
Total plan assets at end of year2011-12-31$488,531
Total plan assets at beginning of year2011-12-31$442,669
Value of fidelity bond covering the plan2011-12-31$45,000
Total contributions received or receivable from participants2011-12-31$33,943
Expenses. Other expenses not covered elsewhere2011-12-31$4,264
Other income received2011-12-31$289
Net income (gross income less expenses)2011-12-31$45,862
Net plan assets at end of year (total assets less liabilities)2011-12-31$488,531
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$442,669
Total contributions received or receivable from employer(s)2011-12-31$15,894
2010 : ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$77,625
Expenses. Total of all expenses incurred2010-12-31$12,927
Benefits paid (including direct rollovers)2010-12-31$8,803
Total plan assets at end of year2010-12-31$442,669
Total plan assets at beginning of year2010-12-31$377,971
Value of fidelity bond covering the plan2010-12-31$38,000
Total contributions received or receivable from participants2010-12-31$51,567
Expenses. Other expenses not covered elsewhere2010-12-31$4,124
Other income received2010-12-31$7,498
Net income (gross income less expenses)2010-12-31$64,698
Net plan assets at end of year (total assets less liabilities)2010-12-31$442,669
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$377,971
Total contributions received or receivable from employer(s)2010-12-31$18,560

Form 5500 Responses for ROSE & ROSE, DDS, PC PROFIT SHARING PLAN

2015: ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROSE & ROSE, DDS, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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