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ROBERT R BURKS, DDS, PA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERT R BURKS, DDS, PA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

ROBERT R BURKS, DDS, PA 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROBERT R BURKS DDS PA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT R BURKS DDS PA
Employer identification number (EIN):592298648
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT R BURKS, DDS, PA 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA2015-05-15
0012013-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA2014-04-08
0012012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA2013-08-12
0012011-01-01ROBERT R BURKS DDS PA2012-05-20

Financial Data on ROBERT R BURKS, DDS, PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2010 : ROBERT R BURKS, DDS, PA 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total income from all sources2010-12-31$197,812
Expenses. Total of all expenses incurred2010-12-31$38,471
Benefits paid (including direct rollovers)2010-12-31$38,431
Total plan assets at end of year2010-12-31$159,341
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$15,051
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$174,521
Net income (gross income less expenses)2010-12-31$159,341
Net plan assets at end of year (total assets less liabilities)2010-12-31$159,341
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$8,240
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

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