MCLAIN & STEEDLE ORTHODONTICS, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCLAIN & STEEDLE ORTHODONTICS, PLLC RETIREMENT PLAN AND TRUST
401k plan membership statisitcs for MCLAIN & STEEDLE ORTHODONTICS, PLLC RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2003: MCLAIN & STEEDLE ORTHODONTICS, PLLC RETIREMENT PLAN AND TRUST 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2003-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2003-01-01 | 0 |
| Total of all active and inactive participants | 2003-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2003-01-01 | 0 |
| Total participants | 2003-01-01 | 30 |
| 2002: MCLAIN & STEEDLE ORTHODONTICS, PLLC RETIREMENT PLAN AND TRUST 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2002-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2002-01-01 | 1 |
| Total of all active and inactive participants | 2002-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2002-01-01 | 0 |
| Total participants | 2002-01-01 | 24 |
| Measure | Date | Value |
|---|
| 2003 : MCLAIN & STEEDLE ORTHODONTICS, PLLC RETIREMENT PLAN AND TRUST 2003 401k financial data |
|---|
| Total plan liabilities at end of year | 2003-12-31 | $9,078 |
| Total plan liabilities at beginning of year | 2003-12-31 | $6,341 |
| Total income from all sources | 2003-12-31 | $330,972 |
| Expenses. Total of all expenses incurred | 2003-12-31 | $971,418 |
| Benefits paid (including direct rollovers) | 2003-12-31 | $971,418 |
| Total plan assets at end of year | 2003-12-31 | $800,199 |
| Total plan assets at beginning of year | 2003-12-31 | $1,437,908 |
| Value of fidelity bond covering the plan | 2003-12-31 | $125,000 |
| Other income received | 2003-12-31 | $239,655 |
| Net income (gross income less expenses) | 2003-12-31 | $-640,446 |
| Net plan assets at end of year (total assets less liabilities) | 2003-12-31 | $791,121 |
| Net plan assets at beginning of year (total assets less liabilities) | 2003-12-31 | $1,431,567 |
| Total contributions received or receivable from employer(s) | 2003-12-31 | $91,317 |
| 2002 : MCLAIN & STEEDLE ORTHODONTICS, PLLC RETIREMENT PLAN AND TRUST 2002 401k financial data |
|---|
| Total plan liabilities at end of year | 2002-12-31 | $6,341 |
| Total plan liabilities at beginning of year | 2002-12-31 | $0 |
| Total income from all sources | 2002-12-31 | $658,641 |
| Expenses. Total of all expenses incurred | 2002-12-31 | $69,545 |
| Benefits paid (including direct rollovers) | 2002-12-31 | $69,545 |
| Total plan assets at end of year | 2002-12-31 | $1,437,908 |
| Total plan assets at beginning of year | 2002-12-31 | $842,471 |
| Value of fidelity bond covering the plan | 2002-12-31 | $125,000 |
| Contributions received from other sources (not participants or employers) | 2002-12-31 | $665,155 |
| Other income received | 2002-12-31 | $-122,715 |
| Net income (gross income less expenses) | 2002-12-31 | $589,096 |
| Net plan assets at end of year (total assets less liabilities) | 2002-12-31 | $1,431,567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2002-12-31 | $842,471 |
| Total contributions received or receivable from employer(s) | 2002-12-31 | $116,201 |
| 2003: MCLAIN & STEEDLE ORTHODONTICS, PLLC RETIREMENT PLAN AND TRUST 2003 form 5500 responses |
|---|
| 2003-01-01 | Type of plan entity | Single employer plan |
| 2003-01-01 | Submission has been amended | Yes |
| 2003-01-01 | This submission is the final filing | No |
| 2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-01-01 | Plan is a collectively bargained plan | No |
| 2003-01-01 | Plan funding arrangement – Trust | Yes |
| 2003-01-01 | Plan benefit arrangement - Trust | Yes |
| 2002: MCLAIN & STEEDLE ORTHODONTICS, PLLC RETIREMENT PLAN AND TRUST 2002 form 5500 responses |
|---|
| 2002-01-01 | Type of plan entity | Single employer plan |
| 2002-01-01 | Submission has been amended | Yes |
| 2002-01-01 | This submission is the final filing | No |
| 2002-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-01-01 | Plan is a collectively bargained plan | No |
| 2002-01-01 | Plan funding arrangement – Trust | Yes |
| 2002-01-01 | Plan benefit arrangement - Trust | Yes |
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