401k Plan data: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST plan

CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	CORNERSTONE DENTAL RETIREMENT PLAN & TRUST
Plan identification number	001

CORNERSTONE DENTAL RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined 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
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

KAREN ROBERTS FAMILY DENTISTRY, P.A. has sponsored the creation of one or more 401k plans.

Company Name: KAREN ROBERTS FAMILY DENTISTRY, P.A.

Employer identification number (EIN): 742863066

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about KAREN ROBERTS FAMILY DENTISTRY, P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2004-04-23

Company Identification Number: 0800336999

Legal Registered Office Address: 279 E COLORADO ST

LA GRANGE
United States of America (USA)
78945

More information about KAREN ROBERTS FAMILY DENTISTRY, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE DENTAL RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01 KAREN A. ROBERTS, D.D.S. 2022-10-05
001 2020-01-01 KAREN A. ROBERTS, D.D.S. 2021-09-02
001 2019-01-01 KAREN A. ROBERTS, D.D.S. 2020-09-02
001 2018-01-01 KAREN A. ROBERTS, D.D.S. 2019-07-24
001 2017-01-01 KAREN A. ROBERTS, D.D.S.
001 2016-01-01 KAREN A. ROBERTS, D.D.S.
001 2015-01-01 KAREN A. ROBERTS, D.D.S.
001 2014-01-01 KAREN A. ROBERTS, D.D.S.
001 2013-01-01 KAREN A. ROBERTS, D.D.S.
001 2012-01-01 KAREN A. ROBERTS, D.D.S.
001 2011-01-01 KAREN A. ROBERTS, D.D.S.
001 2009-01-01 KAREN A. ROBERTS, D.D.S. KAREN A. ROBERTS, D.D.S. 2010-09-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01	KAREN A. ROBERTS, D.D.S.	2022-10-05
001	2020-01-01	KAREN A. ROBERTS, D.D.S.	2021-09-02
001	2019-01-01	KAREN A. ROBERTS, D.D.S.	2020-09-02
001	2018-01-01	KAREN A. ROBERTS, D.D.S.	2019-07-24
001	2017-01-01	KAREN A. ROBERTS, D.D.S.
001	2016-01-01	KAREN A. ROBERTS, D.D.S.
001	2015-01-01	KAREN A. ROBERTS, D.D.S.
001	2014-01-01	KAREN A. ROBERTS, D.D.S.
001	2013-01-01	KAREN A. ROBERTS, D.D.S.
001	2012-01-01	KAREN A. ROBERTS, D.D.S.
001	2011-01-01	KAREN A. ROBERTS, D.D.S.
001	2009-01-01	KAREN A. ROBERTS, D.D.S.		KAREN A. ROBERTS, D.D.S.	2010-09-24

Plan Statistics for CORNERSTONE DENTAL RETIREMENT PLAN & TRUST

401k plan membership statisitcs for CORNERSTONE DENTAL RETIREMENT PLAN & TRUST

Measure Date Value
2017: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2012 401k membership
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 9
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 2
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 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 9
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
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 0
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2012 401k membership
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	9
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	2
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 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	9
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
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	0
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CORNERSTONE DENTAL RETIREMENT PLAN & TRUST

Measure	Date	Value
2017 : CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$254,879
Expenses. Total of all expenses incurred	2017-12-31	$10,862
Benefits paid (including direct rollovers)	2017-12-31	$3,319
Total plan assets at end of year	2017-12-31	$1,323,062
Total plan assets at beginning of year	2017-12-31	$1,079,045
Value of fidelity bond covering the plan	2017-12-31	$125,000
Total contributions received or receivable from participants	2017-12-31	$82,149
Other income received	2017-12-31	$117,303
Net income (gross income less expenses)	2017-12-31	$244,017
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,323,062
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,079,045
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$55,427
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,543
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$206,889
Expenses. Total of all expenses incurred	2016-12-31	$9,985
Benefits paid (including direct rollovers)	2016-12-31	$2,059
Total plan assets at end of year	2016-12-31	$1,079,045
Total plan assets at beginning of year	2016-12-31	$882,141
Value of fidelity bond covering the plan	2016-12-31	$125,000
Total contributions received or receivable from participants	2016-12-31	$74,546
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$77,455
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$196,904
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,079,045
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$882,141
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$178
Total contributions received or receivable from employer(s)	2016-12-31	$54,888
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,926
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$97,656
Expenses. Total of all expenses incurred	2015-12-31	$10,332
Benefits paid (including direct rollovers)	2015-12-31	$2,058
Total plan assets at end of year	2015-12-31	$882,141
Total plan assets at beginning of year	2015-12-31	$794,817
Value of fidelity bond covering the plan	2015-12-31	$125,000
Total contributions received or receivable from participants	2015-12-31	$76,748
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-31,600
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$87,324
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$882,141
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$794,817
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$4,037
Total contributions received or receivable from employer(s)	2015-12-31	$52,508
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,274
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2014 401k financial data
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	$130,582
Expenses. Total of all expenses incurred	2014-12-31	$6,703
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$794,817
Total plan assets at beginning of year	2014-12-31	$670,938
Value of fidelity bond covering the plan	2014-12-31	$80,000
Total contributions received or receivable from participants	2014-12-31	$55,665
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	$22,512
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$123,879
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$794,817
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$670,938
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$14,456
Total contributions received or receivable from employer(s)	2014-12-31	$52,405
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	$6,703
2013 : CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$162,683
Expenses. Total of all expenses incurred	2013-12-31	$5,949
Benefits paid (including direct rollovers)	2013-12-31	$613
Total plan assets at end of year	2013-12-31	$670,938
Total plan assets at beginning of year	2013-12-31	$514,204
Value of fidelity bond covering the plan	2013-12-31	$80,000
Total contributions received or receivable from participants	2013-12-31	$54,429
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$4,843
Other income received	2013-12-31	$63,411
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$156,734
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$670,938
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$514,204
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$17,580
Total contributions received or receivable from employer(s)	2013-12-31	$40,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CORNERSTONE DENTAL 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	$122,707
Expenses. Total of all expenses incurred	2012-12-31	$4,053
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$514,204
Total plan assets at beginning of year	2012-12-31	$395,550
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$51,027
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$43,779
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$118,654
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$514,204
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$395,550
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$18,074
Total contributions received or receivable from employer(s)	2012-12-31	$27,901
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,053
2011 : CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$60,963
Expenses. Total of all expenses incurred	2011-12-31	$3,621
Benefits paid (including direct rollovers)	2011-12-31	$266
Total plan assets at end of year	2011-12-31	$395,550
Total plan assets at beginning of year	2011-12-31	$338,208
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$50,191
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	$2,280
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$57,342
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$395,550
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$338,208
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$17,836
Total contributions received or receivable from employer(s)	2011-12-31	$8,492
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	$3,355
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$84,647
Expenses. Total of all expenses incurred	2010-12-31	$2,560
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$338,208
Total plan assets at beginning of year	2010-12-31	$256,121
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$48,667
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$28,717
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$82,087
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$338,208
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$256,121
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$17,550
Total contributions received or receivable from employer(s)	2010-12-31	$7,263
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,560
2009 : CORNERSTONE DENTAL 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

Form 5500 Responses for CORNERSTONE DENTAL RETIREMENT PLAN & TRUST

2017: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CORNERSTONE DENTAL 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: CORNERSTONE DENTAL 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: CORNERSTONE DENTAL 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: CORNERSTONE DENTAL 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
2009: CORNERSTONE DENTAL RETIREMENT PLAN & TRUST 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

Potentially related plans

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:	KAREN ROBERTS FAMILY DENTISTRY, P.A.
Employer identification number (EIN):	742863066
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2004-04-23
Company Identification Number:	0800336999
Legal Registered Office Address:	279 E COLORADO ST LA GRANGE United States of America (USA) 78945