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GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameGERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 002

GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

GERALD W. MCDOUGAL, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:GERALD W. MCDOUGAL, D.D.S., INC.
Employer identification number (EIN):741864735
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-05-01GERALD W. MCDOUGAL, D.D.S. GERALD W. MCDOUGAL, D.D.S.2016-02-15
0022012-05-01GERALD W. MCDOUGAL, D.D.S. GERALD W. MCDOUGAL, D.D.S.2014-02-15

Plan Statistics for GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-05-012
Total number of active participants reported on line 7a of the Form 55002014-05-011
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-011
Total of all active and inactive participants2014-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-012
Number of participants with account balances2014-05-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-010
2012: GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-05-014
Total number of active participants reported on line 7a of the Form 55002012-05-014
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-014
Number of participants with account balances2012-05-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010

Financial Data on GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2015 : GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-04-30$0
Expenses. Total of all expenses incurred2015-04-30$42,940
Benefits paid (including direct rollovers)2015-04-30$42,940
Total plan assets at end of year2015-04-30$181,172
Total plan assets at beginning of year2015-04-30$224,112
Value of fidelity bond covering the plan2015-04-30$50,000
Net income (gross income less expenses)2015-04-30$-42,940
Net plan assets at end of year (total assets less liabilities)2015-04-30$181,172
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$224,112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
2013 : GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-04-30$-21,654
Expenses. Total of all expenses incurred2013-04-30$9,486
Benefits paid (including direct rollovers)2013-04-30$9,126
Total plan assets at end of year2013-04-30$201,210
Total plan assets at beginning of year2013-04-30$232,350
Value of fidelity bond covering the plan2013-04-30$50,000
Other income received2013-04-30$-21,654
Net income (gross income less expenses)2013-04-30$-31,140
Net plan assets at end of year (total assets less liabilities)2013-04-30$201,210
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$232,350
Assets. Value of real-estate (other than employer real property)2013-04-30$10,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0

Form 5500 Responses for GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST

2014: GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2012: GERALD W. MCDOUGAL, D.D.S, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes

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