Plan Name | ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MICHAEL B. ROGERS, D.D.S., P.C. |
Employer identification number (EIN): | 581275851 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about MICHAEL B. ROGERS, D.D.S., P.C.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1993-09-02 |
Company Identification Number: | 0414899 |
Legal Registered Office Address: |
4850-A SOUTH 31ST ST SUITE 350 ARLINGTON United States of America (USA) 22206 |
More information about MICHAEL B. ROGERS, D.D.S., P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | MICHAEL B. ROGERS, D.D.S. | 2016-09-28 | ||
001 | 2014-01-01 | MICHAEL B. ROGERS, D.D.S. | |||
001 | 2013-01-01 | MICHAEL B. ROGERS, D.D.S. | |||
001 | 2012-01-01 | MICHAEL B. ROGERS, D.D.S. | |||
001 | 2011-01-01 | MICHAEL B. ROGERS, D.D.S. | |||
001 | 2010-01-01 | MICHAEL B. ROGERS, D.D.S. | MICHAEL B. ROGERS, D.D.S. | 2011-10-03 | |
001 | 2009-01-01 | MICHAEL B. ROGERS, D.D.S. | MICHAEL B. ROGERS, D.D.S. | 2011-05-06 | |
001 | 2009-01-01 | MICHAEL B. ROGERS, D.D.S. | MICHAEL B. ROGERS, D.D.S. | 2010-10-01 |
Measure | Date | Value |
---|---|---|
2014: ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 23 |
Number of participants with account balances | 2014-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 20 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 21 |
Number of participants with account balances | 2013-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
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 | 3 |
Total of all active and inactive participants | 2012-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 21 |
Number of participants with account balances | 2012-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
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 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 20 |
Number of participants with account balances | 2011-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 20 |
Number of participants with account balances | 2010-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 20 |
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 | 2 |
Total of all active and inactive participants | 2009-01-01 | 22 |
Total participants | 2009-01-01 | 22 |
Number of participants with account balances | 2009-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2014 : ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $267,989 |
Expenses. Total of all expenses incurred | 2014-12-31 | $3,698,146 |
Benefits paid (including direct rollovers) | 2014-12-31 | $3,681,049 |
Total plan assets at end of year | 2014-12-31 | $2,224,606 |
Total plan assets at beginning of year | 2014-12-31 | $5,654,763 |
Value of fidelity bond covering the plan | 2014-12-31 | $650,000 |
Assets. Value of tangible personal property | 2014-12-31 | $0 |
Total contributions received or receivable from participants | 2014-12-31 | $107,728 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $40,236 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-3,430,157 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,224,606 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,654,763 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $120,025 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $17,097 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $765,960 |
Expenses. Total of all expenses incurred | 2013-12-31 | $116,654 |
Benefits paid (including direct rollovers) | 2013-12-31 | $93,618 |
Total plan assets at end of year | 2013-12-31 | $5,654,763 |
Total plan assets at beginning of year | 2013-12-31 | $5,005,457 |
Value of fidelity bond covering the plan | 2013-12-31 | $650,000 |
Assets. Value of tangible personal property | 2013-12-31 | $18,161 |
Total contributions received or receivable from participants | 2013-12-31 | $102,059 |
Other income received | 2013-12-31 | $550,764 |
Net income (gross income less expenses) | 2013-12-31 | $649,306 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,654,763 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,005,457 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $113,137 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $23,036 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $732,909 |
Expenses. Total of all expenses incurred | 2012-12-31 | $172,823 |
Benefits paid (including direct rollovers) | 2012-12-31 | $132,464 |
Total plan assets at end of year | 2012-12-31 | $5,005,457 |
Total plan assets at beginning of year | 2012-12-31 | $4,445,371 |
Value of fidelity bond covering the plan | 2012-12-31 | $650,000 |
Assets. Value of tangible personal property | 2012-12-31 | $20,451 |
Total contributions received or receivable from participants | 2012-12-31 | $98,435 |
Other income received | 2012-12-31 | $517,864 |
Net income (gross income less expenses) | 2012-12-31 | $560,086 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,005,457 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,445,371 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $116,610 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $40,359 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $500 |
Total income from all sources | 2011-12-31 | $-120,474 |
Expenses. Total of all expenses incurred | 2011-12-31 | $47,281 |
Benefits paid (including direct rollovers) | 2011-12-31 | $47 |
Total plan assets at end of year | 2011-12-31 | $4,445,371 |
Total plan assets at beginning of year | 2011-12-31 | $4,613,626 |
Value of fidelity bond covering the plan | 2011-12-31 | $650,000 |
Assets. Value of tangible personal property | 2011-12-31 | $24,168 |
Total contributions received or receivable from participants | 2011-12-31 | $94,353 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-321,343 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-167,755 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,445,371 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,613,126 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $106,516 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $47,234 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $500 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $689,751 |
Expenses. Total of all expenses incurred | 2010-12-31 | $49,556 |
Benefits paid (including direct rollovers) | 2010-12-31 | $19,028 |
Total plan assets at end of year | 2010-12-31 | $4,613,626 |
Total plan assets at beginning of year | 2010-12-31 | $3,972,931 |
Value of fidelity bond covering the plan | 2010-12-31 | $650,000 |
Assets. Value of tangible personal property | 2010-12-31 | $15,316 |
Total contributions received or receivable from participants | 2010-12-31 | $96,325 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $191 |
Other income received | 2010-12-31 | $475,421 |
Net income (gross income less expenses) | 2010-12-31 | $640,195 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,613,126 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,972,931 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $117,814 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $30,528 |
2009 : ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 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 |
2014: ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 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 |
2010: ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ROGERS AND ANDREWS ORTHODONTICS RETIREMENT PLAN & TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
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 |