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JEFFREY S. MCCOY, DDS & SUSAN F. GOODWIN, DDS, INC., 401(K) PSP 401k Plan overview

Plan NameJEFFREY S. MCCOY, DDS & SUSAN F. GOODWIN, DDS, INC., 401(K) PSP
Plan identification number 001

JEFFREY S. MCCOY, DDS & SUSAN F. GOODWIN, DDS, INC., 401(K) PSP 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

JEFFREY S. MCCOY, DDS & SUSAN FOWLER GOODWIN, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY S. MCCOY, DDS & SUSAN FOWLER GOODWIN, DDS, INC.
Employer identification number (EIN):550774654
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY S. MCCOY, DDS & SUSAN F. GOODWIN, DDS, INC., 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUSAN FOWLER GOODWIN, DDS2023-10-10
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01SUSAN FOWLER GOODWIN, DDS2019-10-08
0012017-01-01SUSAN FOWLER GOODWIN, DDS2018-07-30
0012016-01-01SUSAN FOWLER GOODWIN2017-07-19 SUSAN FOWLER GOODWIN2017-07-19
0012015-01-01SUSAN FOWLER GOODWIN2016-10-13 SUSAN FOWLER GOODWIN2016-10-13
0012014-01-01SUSAN FOWLER GOODWIN2015-11-10 SUSAN FOWLER GOODWIN2015-11-10
0012013-01-01SUSAN FOWLER GOODWIN2014-10-08 SUSAN FOWLER GOODWIN2014-10-08
0012012-01-01SUSAN FOWLER GOODWIN2015-08-18 SUSAN FOWLER GOODWIN2015-08-18
0012011-01-01SUSAN FOWLER GOODWIN2012-10-15
0012010-01-01SUSAN FOWLER GOODWIN2011-07-18
0012007-01-01SUSAN F. MCCOY

Plan Statistics for JEFFREY S. MCCOY, DDS & SUSAN F. GOODWIN, DDS, INC., 401(K) PSP

401k plan membership statisitcs for JEFFREY S. MCCOY, DDS & SUSAN F. GOODWIN, DDS, INC., 401(K) PSP

Measure Date Value
2007: JEFFREY S. MCCOY, DDS & SUSAN F. GOODWIN, DDS, INC., 401(K) PSP 2007 401k membership
Total participants, beginning-of-year2007-01-0110
Total number of active participants reported on line 7a of the Form 55002007-01-017
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-015
Total of all active and inactive participants2007-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0112
Number of participants with account balances2007-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-015

Financial Data on JEFFREY S. MCCOY, DDS & SUSAN F. GOODWIN, DDS, INC., 401(K) PSP

Measure Date Value
2007 : JEFFREY S. MCCOY, DDS & SUSAN F. GOODWIN, DDS, INC., 401(K) PSP 2007 401k financial data
Total income from all sources2007-12-31$111,064
Expenses. Total of all expenses incurred2007-12-31$0
Total plan assets at end of year2007-12-31$770,584
Total plan assets at beginning of year2007-12-31$659,520
Value of fidelity bond covering the plan2007-12-31$100,000
Total contributions received or receivable from participants2007-12-31$37,000
Other income received2007-12-31$758
Net income (gross income less expenses)2007-12-31$111,064
Net plan assets at end of year (total assets less liabilities)2007-12-31$770,584
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$659,520
Total contributions received or receivable from employer(s)2007-12-31$73,306

Form 5500 Responses for JEFFREY S. MCCOY, DDS & SUSAN F. GOODWIN, DDS, INC., 401(K) PSP

2007: JEFFREY S. MCCOY, DDS & SUSAN F. GOODWIN, DDS, INC., 401(K) PSP 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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