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ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN 401k Plan overview

Plan NameROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN
Plan identification number 001

ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

ROBERT G ALDRICH has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G ALDRICH
Employer identification number (EIN):581162019
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01ROBERT G ALDRICH
0012012-01-01ROBERT G ALDRICH
0012011-01-01ROBERT G ALDRICH
0012010-01-01ROBERT G ALDRICH
0012009-01-01ROBERT G ALDRICH

Plan Statistics for ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN

401k plan membership statisitcs for ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2013: ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Number of retired or separated participants receiving benefits2013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
2012: ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2010: ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2013 : ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$290,675
Expenses. Total of all expenses incurred2013-12-31$1,404,810
Benefits paid (including direct rollovers)2013-12-31$1,404,810
Total plan assets at end of year2013-12-31$0
Total plan assets at beginning of year2013-12-31$1,114,135
Other income received2013-12-31$274,999
Net income (gross income less expenses)2013-12-31$-1,114,135
Net plan assets at end of year (total assets less liabilities)2013-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,114,135
Total contributions received or receivable from employer(s)2013-12-31$15,676
2012 : ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$3,092
Total income from all sources2012-12-31$165,387
Expenses. Total of all expenses incurred2012-12-31$10,338
Benefits paid (including direct rollovers)2012-12-31$10,338
Total plan assets at end of year2012-12-31$1,114,135
Total plan assets at beginning of year2012-12-31$962,178
Other income received2012-12-31$149,923
Net income (gross income less expenses)2012-12-31$155,049
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,114,135
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$959,086
Total contributions received or receivable from employer(s)2012-12-31$15,464
2011 : ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$3,092
Total plan liabilities at beginning of year2011-12-31$3,768
Total income from all sources2011-12-31$-32,042
Expenses. Total of all expenses incurred2011-12-31$10,262
Benefits paid (including direct rollovers)2011-12-31$10,262
Total plan assets at end of year2011-12-31$962,178
Total plan assets at beginning of year2011-12-31$1,005,158
Other income received2011-12-31$-46,007
Net income (gross income less expenses)2011-12-31$-42,304
Net plan assets at end of year (total assets less liabilities)2011-12-31$959,086
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,001,390
Total contributions received or receivable from employer(s)2011-12-31$13,965
2010 : ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$3,768
Total plan liabilities at beginning of year2010-12-31$6,304
Total income from all sources2010-12-31$151,063
Expenses. Total of all expenses incurred2010-12-31$16,000
Benefits paid (including direct rollovers)2010-12-31$16,000
Total plan assets at end of year2010-12-31$1,005,158
Total plan assets at beginning of year2010-12-31$872,631
Other income received2010-12-31$137,875
Net income (gross income less expenses)2010-12-31$135,063
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,001,390
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$866,327
Total contributions received or receivable from employer(s)2010-12-31$13,188

Form 5500 Responses for ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN

2013: ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT 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: ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT 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
2010: ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT G ALDRICH DDS SELF-EMPLOYED RETIREMENT 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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