401k Plan data: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN plan

STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN
Plan identification number	003

STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

STEVEN L. DAVIS, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name: STEVEN L. DAVIS, DDS, PA

Employer identification number (EIN): 561192180

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01 STEVEN L. DAVIS, DDS 2016-11-29
003 2015-01-01 STEVEN L. DAVIS, DDS 2016-03-03
003 2014-01-01 STEVEN L. DAVIS, DDS 2015-06-16
003 2013-01-01 STEVEN L. DAVIS, DDS
003 2012-01-01 STEVEN L. DAVIS, DDS
003 2011-01-01 STEVEN L. DAVIS, DDS
003 2009-01-01 STEVEN L. DAVIS, DDS
003 2009-01-01 STEVEN L. DAVIS, DDS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2016-01-01	STEVEN L. DAVIS, DDS	2016-11-29
003	2015-01-01	STEVEN L. DAVIS, DDS	2016-03-03
003	2014-01-01	STEVEN L. DAVIS, DDS	2015-06-16
003	2013-01-01	STEVEN L. DAVIS, DDS
003	2012-01-01	STEVEN L. DAVIS, DDS
003	2011-01-01	STEVEN L. DAVIS, DDS
003	2009-01-01	STEVEN L. DAVIS, DDS
003	2009-01-01	STEVEN L. DAVIS, DDS

Plan Statistics for STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$262,763
Total plan assets at end of year	2013-12-31	$1,276,071
Total plan assets at beginning of year	2013-12-31	$1,013,308
Value of fidelity bond covering the plan	2013-12-31	$260,000
Other income received	2013-12-31	$-6,734
Net income (gross income less expenses)	2013-12-31	$262,763
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,276,071
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,013,308
Total contributions received or receivable from employer(s)	2013-12-31	$269,497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$317,006
Expenses. Total of all expenses incurred	2012-12-31	$10,904
Benefits paid (including direct rollovers)	2012-12-31	$10,904
Total plan assets at end of year	2012-12-31	$1,013,308
Total plan assets at beginning of year	2012-12-31	$707,206
Value of fidelity bond covering the plan	2012-12-31	$221,000
Other income received	2012-12-31	$47,006
Net income (gross income less expenses)	2012-12-31	$306,102
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,013,308
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$707,206
Total contributions received or receivable from employer(s)	2012-12-31	$270,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$243,561
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$707,206
Total plan assets at beginning of year	2011-12-31	$463,645
Value of fidelity bond covering the plan	2011-12-31	$221,100
Other income received	2011-12-31	$27,561
Net income (gross income less expenses)	2011-12-31	$243,561
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$707,206
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$463,645
Total contributions received or receivable from employer(s)	2011-12-31	$216,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$236,114
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$463,645
Total plan assets at beginning of year	2010-12-31	$227,531
Value of fidelity bond covering the plan	2010-12-31	$47,000
Other income received	2010-12-31	$20,114
Net income (gross income less expenses)	2010-12-31	$236,114
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$463,645
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$227,531
Total contributions received or receivable from employer(s)	2010-12-31	$216,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN

2013: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STEVEN L. DAVIS, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STEVEN L. DAVIS, DDS, PA
Employer identification number (EIN):	561192180
NAIC Classification:	621210
NAIC Description:	Offices of Dentists