401k Plan data: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN plan

MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN
Plan identification number	003

MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

MICHAEL SKINNER, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL SKINNER, D.D.S., P.C.

Employer identification number (EIN): 621723927

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 STEPHANIE SKINNER STEPHANIE SKINNER 2014-01-09
003 2012-01-01 STEPHANIE SKINNER STEPHANIE SKINNER 2013-10-08
003 2011-01-01 MICHAEL SKINNER, DDS MICHAEL SKINNER, DDS 2012-10-11
003 2009-01-01 STEPHANIE SKINNER STEPHANIE SKINNER 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	STEPHANIE SKINNER	STEPHANIE SKINNER	2014-01-09
003	2012-01-01	STEPHANIE SKINNER	STEPHANIE SKINNER	2013-10-08
003	2011-01-01	MICHAEL SKINNER, DDS	MICHAEL SKINNER, DDS	2012-10-11
003	2009-01-01	STEPHANIE SKINNER	STEPHANIE SKINNER	2010-10-12

Plan Statistics for MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN

401k plan membership statisitcs for MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN

Measure Date Value
2013: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 12
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2011 401k membership
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 7
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 5
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 9
Total participants 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	12
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2011 401k membership
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	7
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	5
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	9
Total participants	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN

Measure	Date	Value
2013 : MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2013 401k financial data
Total income from all sources	2013-08-02	$1,085
Expenses. Total of all expenses incurred	2013-08-02	$692,735
Benefits paid (including direct rollovers)	2013-08-02	$691,840
Total plan assets at end of year	2013-08-02	$0
Total plan assets at beginning of year	2013-08-02	$691,650
Value of fidelity bond covering the plan	2013-08-02	$500,000
Other income received	2013-08-02	$1,085
Net income (gross income less expenses)	2013-08-02	$-691,650
Net plan assets at end of year (total assets less liabilities)	2013-08-02	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-08-02	$691,650
Total contributions received or receivable from employer(s)	2013-08-02	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-02	$895
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-02	$356,811
2012 : MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$40,371
Expenses. Total of all expenses incurred	2012-12-31	$1,625
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$691,650
Total plan assets at beginning of year	2012-12-31	$652,904
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$40,371
Net income (gross income less expenses)	2012-12-31	$38,746
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$691,650
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$652,904
Total contributions received or receivable from employer(s)	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$45,694
Expenses. Total of all expenses incurred	2011-12-31	$805
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$652,904
Total plan assets at beginning of year	2011-12-31	$608,015
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$45,694
Net income (gross income less expenses)	2011-12-31	$44,889
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$652,904
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$608,015
Total contributions received or receivable from employer(s)	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$805
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$125,722
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$608,015
Total plan assets at beginning of year	2010-12-31	$482,293
Value of fidelity bond covering the plan	2010-12-31	$325,000
Other income received	2010-12-31	$11
Net income (gross income less expenses)	2010-12-31	$125,722
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$608,015
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$482,293
Total contributions received or receivable from employer(s)	2010-12-31	$125,711
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 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

Form 5500 Responses for MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN

2013: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 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	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 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: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 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
2009: MICHAEL SKINNER, D.D.S., P.C. CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MICHAEL SKINNER, D.D.S., P.C.
Employer identification number (EIN):	621723927
NAIC Classification:	621210
NAIC Description:	Offices of Dentists