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WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameWILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN
Plan identification number 002

WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

WILLIAM D. STEWART, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM D. STEWART, DMD, PA
Employer identification number (EIN):570999610
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01WILLIAM STEWART2024-05-16
0022022-01-01WILLIAM STEWART2023-07-31
0022021-01-01WILLIAM STEWART2022-04-26
0022020-01-01WILLIAM STEWART2021-03-22
0022019-01-01WILLIAM STEWART2020-04-05
0022018-01-01WILLIAM STEWART2019-03-27
0022017-01-01WILLIAM STEWART2018-03-25
0022016-01-01WILLIAM STEWART2017-05-07
0022015-01-01WILLIAM STEWART2016-03-26
0022014-01-01WILLIAM STEWART2015-03-01
0022013-01-01WILLIAM STEWART
0022012-01-01WILLIAM STEWART
0022011-01-01WILLIAM STEWART
0022010-01-01WILLIAM STEWART

Plan Statistics for WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,729,269
Acturial value of plan assets2022-12-311,729,269
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-311
Fundng target for terminated vested participants2022-12-3121
Active participant vested funding target2022-12-311,649,156
Number of active participants2022-12-317
Total funding liabilities for active participants2022-12-311,649,172
Total participant count2022-12-318
Total funding target for all participants2022-12-311,649,193
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31112,094
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31112,094
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31115,146
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31113,760
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31158,597
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3178,521
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-3178,521
Contributions allocatedtoward minimum required contributions for current year2022-12-31113,760
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,916,340
Acturial value of plan assets2021-12-311,916,340
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-312,210
Active participant vested funding target2021-12-311,474,708
Number of active participants2021-12-317
Total funding liabilities for active participants2021-12-311,475,246
Total participant count2021-12-318
Total funding target for all participants2021-12-311,477,456
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31151,475
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31151,475
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31110,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31112,094
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31158,715
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31112,094
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,683,189
Acturial value of plan assets2020-12-311,683,189
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-3156
Active participant vested funding target2020-12-311,347,636
Number of active participants2020-12-316
Total funding liabilities for active participants2020-12-311,348,268
Total participant count2020-12-317
Total funding target for all participants2020-12-311,348,324
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31101,614
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31101,614
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31150,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31151,475
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31164,424
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31151,475
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,446,877
Acturial value of plan assets2019-12-311,446,877
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-311,230,622
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-311,231,025
Total participant count2019-12-317
Total funding target for all participants2019-12-311,231,025
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3177,049
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3177,049
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31100,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31101,614
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31104,450
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31101,614
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,059,958
Acturial value of plan assets2018-12-311,059,958
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-3111,425
Active participant vested funding target2018-12-311,033,966
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-311,034,152
Total participant count2018-12-317
Total funding target for all participants2018-12-311,045,577
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31163,832
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31163,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31180,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31182,409
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31119,741
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31105,360
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31105,360
Contributions allocatedtoward minimum required contributions for current year2018-12-31182,409
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31971,519
Acturial value of plan assets2017-12-31971,519
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-319,094
Active participant vested funding target2017-12-31774,649
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31776,022
Total participant count2017-12-316
Total funding target for all participants2017-12-31785,116
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31128,413
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31128,413
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31162,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31163,832
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31184,680
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31163,832
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31726,505
Acturial value of plan assets2016-12-31726,505
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31588,391
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-31590,205
Total participant count2016-12-316
Total funding target for all participants2016-12-31590,205
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31108,986
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31108,986
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Total employer contributions2016-12-31151,031
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31152,853
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31160,740
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3124,440
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3124,440
Contributions allocatedtoward minimum required contributions for current year2016-12-31152,853
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2013: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
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 participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
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 participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013 : WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$140,255
Expenses. Total of all expenses incurred2013-12-31$1,548
Benefits paid (including direct rollovers)2013-12-31$1,548
Total plan assets at end of year2013-12-31$368,576
Total plan assets at beginning of year2013-12-31$229,869
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$10,844
Net income (gross income less expenses)2013-12-31$138,707
Net plan assets at end of year (total assets less liabilities)2013-12-31$368,576
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$229,869
Total contributions received or receivable from employer(s)2013-12-31$129,411
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$85,794
Expenses. Total of all expenses incurred2012-12-31$921
Benefits paid (including direct rollovers)2012-12-31$921
Total plan assets at end of year2012-12-31$205,869
Total plan assets at beginning of year2012-12-31$120,996
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$11,294
Net income (gross income less expenses)2012-12-31$84,873
Net plan assets at end of year (total assets less liabilities)2012-12-31$205,869
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$120,996
Total contributions received or receivable from employer(s)2012-12-31$74,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$66,554
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$120,996
Total plan assets at beginning of year2011-12-31$54,442
Other income received2011-12-31$4,656
Net income (gross income less expenses)2011-12-31$66,554
Net plan assets at end of year (total assets less liabilities)2011-12-31$120,996
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$54,442
Total contributions received or receivable from employer(s)2011-12-31$61,898
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$54,442
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$54,442
Other income received2010-12-31$33
Net income (gross income less expenses)2010-12-31$54,442
Net plan assets at end of year (total assets less liabilities)2010-12-31$54,442
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$54,409
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN

2013: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION 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: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 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
2010: WILLIAM D. STEWART, DMD, PA TIERED DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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