R L STEWART, DDS, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R L STEWART DDS PC PROFIT SHARING PLAN
Measure | Date | Value |
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2018: R L STEWART DDS PC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 5 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
2017: R L STEWART DDS PC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
Total of all active and inactive participants | 2017-01-01 | 5 |
Total participants | 2017-01-01 | 5 |
2016: R L STEWART DDS PC PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 10 |
Total participants | 2016-01-01 | 10 |
2015: R L STEWART DDS PC PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Total participants | 2015-01-01 | 10 |
2012: R L STEWART DDS PC PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 10 |
Total participants | 2012-01-01 | 10 |
Number of participants with account balances | 2012-01-01 | 10 |
2011: R L STEWART DDS PC PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 11 |
Total participants | 2011-01-01 | 11 |
Number of participants with account balances | 2011-01-01 | 11 |
2009: R L STEWART DDS PC PROFIT SHARING PLAN 2009 401k membership |
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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 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 12 |
Total participants | 2009-01-01 | 12 |
Number of participants with account balances | 2009-01-01 | 12 |
Measure | Date | Value |
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2018 : R L STEWART DDS PC PROFIT SHARING PLAN 2018 401k financial data |
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Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Expenses. Total of all expenses incurred | 2018-12-31 | $709,376 |
Benefits paid (including direct rollovers) | 2018-12-31 | $709,376 |
Total plan assets at end of year | 2018-12-31 | $0 |
Total plan assets at beginning of year | 2018-12-31 | $709,376 |
Net income (gross income less expenses) | 2018-12-31 | $-709,376 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $709,376 |
2017 : R L STEWART DDS PC PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $141,135 |
Expenses. Total of all expenses incurred | 2017-12-31 | $45,142 |
Benefits paid (including direct rollovers) | 2017-12-31 | $45,142 |
Total plan assets at end of year | 2017-12-31 | $709,376 |
Total plan assets at beginning of year | 2017-12-31 | $613,383 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Other income received | 2017-12-31 | $141,135 |
Net income (gross income less expenses) | 2017-12-31 | $95,993 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $709,376 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $613,383 |
2016 : R L STEWART DDS PC PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $24,141 |
Expenses. Total of all expenses incurred | 2016-12-31 | $14,859 |
Benefits paid (including direct rollovers) | 2016-12-31 | $14,859 |
Total plan assets at end of year | 2016-12-31 | $611,513 |
Total plan assets at beginning of year | 2016-12-31 | $602,231 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Other income received | 2016-12-31 | $24,141 |
Net income (gross income less expenses) | 2016-12-31 | $9,282 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $611,513 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $602,231 |
2015 : R L STEWART DDS PC PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $24,141 |
Total plan assets at end of year | 2015-12-31 | $602,231 |
Total plan assets at beginning of year | 2015-12-31 | $578,090 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Other income received | 2015-12-31 | $24,141 |
Net income (gross income less expenses) | 2015-12-31 | $24,141 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $602,231 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $578,090 |
2012 : R L STEWART DDS PC PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $77,081 |
Expenses. Total of all expenses incurred | 2012-12-31 | $13,078 |
Benefits paid (including direct rollovers) | 2012-12-31 | $8,412 |
Total plan assets at end of year | 2012-12-31 | $496,043 |
Total plan assets at beginning of year | 2012-12-31 | $432,040 |
Value of fidelity bond covering the plan | 2012-12-31 | $44,000 |
Total contributions received or receivable from participants | 2012-12-31 | $16,083 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $4,666 |
Other income received | 2012-12-31 | $41,554 |
Net income (gross income less expenses) | 2012-12-31 | $64,003 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $496,043 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $432,040 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $19,444 |
2011 : R L STEWART DDS PC PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-36,256 |
Expenses. Total of all expenses incurred | 2011-12-31 | $4,691 |
Total plan assets at end of year | 2011-12-31 | $432,040 |
Total plan assets at beginning of year | 2011-12-31 | $472,987 |
Value of fidelity bond covering the plan | 2011-12-31 | $48,000 |
Total contributions received or receivable from participants | 2011-12-31 | $17,420 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $4,691 |
Other income received | 2011-12-31 | $-75,190 |
Net income (gross income less expenses) | 2011-12-31 | $-40,947 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $432,040 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $472,987 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $21,514 |
2010 : R L STEWART DDS PC PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $135,421 |
Expenses. Total of all expenses incurred | 2010-12-31 | $5,780 |
Total plan assets at end of year | 2010-12-31 | $472,987 |
Total plan assets at beginning of year | 2010-12-31 | $343,346 |
Value of fidelity bond covering the plan | 2010-12-31 | $35,000 |
Total contributions received or receivable from participants | 2010-12-31 | $11,002 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $5,780 |
Other income received | 2010-12-31 | $98,763 |
Net income (gross income less expenses) | 2010-12-31 | $129,641 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $472,987 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $343,346 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $25,656 |
2018: R L STEWART DDS PC PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: R L STEWART DDS PC PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: R L STEWART DDS PC PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: R L STEWART DDS PC PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2012: R L STEWART DDS PC PROFIT SHARING PLAN 2012 form 5500 responses |
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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: R L STEWART DDS PC PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: R L STEWART DDS PC PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |