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JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

JEFFREY D. MORGAN, D.M.D., P.S. DBA GRANDRIDGE DENTAL has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY D. MORGAN, D.M.D., P.S. DBA GRANDRIDGE DENTAL
Employer identification number (EIN):743058536
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JEFFREY D. MORGAN, D.M.D., P.S. DBA GRANDRIDGE DENTAL

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2002-07-10
Company Identification Number: 602218924
Legal Registered Office Address: 8836 W GAGE BLVD STE 204A

KENNEWICK
United States of America (USA)
993367155

More information about JEFFREY D. MORGAN, D.M.D., P.S. DBA GRANDRIDGE DENTAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JEFFREY D. MORGAN, D.M.D. JEFFREY D. MORGAN, D.M.D.2013-10-08
0022011-01-01JEFFREY D. MORGAN, D.M.D. JEFFREY D. MORGAN, D.M.D.2012-10-12
0022010-01-01JEFFREY D. MORGAN, D.M.D. JEFFREY D. MORGAN, D.M.D.2011-07-13

Plan Statistics for JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0119
Total number of active participants reported on line 7a of the Form 55002010-01-0123
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111

Financial Data on JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017 : JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-08-03$0
Total plan liabilities at end of year2017-08-03$0
Total plan liabilities at beginning of year2017-08-03$0
Total income from all sources2017-08-03$10,275
Expenses. Total of all expenses incurred2017-08-03$396,090
Benefits paid (including direct rollovers)2017-08-03$393,850
Total plan assets at end of year2017-08-03$0
Total plan assets at beginning of year2017-08-03$385,815
Value of fidelity bond covering the plan2017-08-03$150,000
Total contributions received or receivable from participants2017-08-03$0
Expenses. Other expenses not covered elsewhere2017-08-03$2,240
Contributions received from other sources (not participants or employers)2017-08-03$0
Other income received2017-08-03$10,275
Noncash contributions received2017-08-03$0
Net income (gross income less expenses)2017-08-03$-385,815
Net plan assets at end of year (total assets less liabilities)2017-08-03$0
Net plan assets at beginning of year (total assets less liabilities)2017-08-03$385,815
Total contributions received or receivable from employer(s)2017-08-03$0
Value of certain deemed distributions of participant loans2017-08-03$0
Value of corrective distributions2017-08-03$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-03$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-08-03$0
2016 : JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$18,723
Expenses. Total of all expenses incurred2016-12-31$13,639
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$385,815
Total plan assets at beginning of year2016-12-31$380,731
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$13,639
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$18,723
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$5,084
Net plan assets at end of year (total assets less liabilities)2016-12-31$385,815
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$380,731
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-5,357
Expenses. Total of all expenses incurred2015-12-31$7,626
Benefits paid (including direct rollovers)2015-12-31$2,907
Total plan assets at end of year2015-12-31$380,731
Total plan assets at beginning of year2015-12-31$393,714
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$4,719
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-5,357
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-12,983
Net plan assets at end of year (total assets less liabilities)2015-12-31$380,731
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$393,714
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$15,111
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$393,714
Total plan assets at beginning of year2014-12-31$378,603
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$5,111
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$15,111
Net plan assets at end of year (total assets less liabilities)2014-12-31$393,714
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$378,603
Total contributions received or receivable from employer(s)2014-12-31$10,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$22,176
Expenses. Total of all expenses incurred2013-12-31$777
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$378,603
Total plan assets at beginning of year2013-12-31$357,204
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$777
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$22,176
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$21,399
Net plan assets at end of year (total assets less liabilities)2013-12-31$378,603
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$357,204
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$102,376
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$357,204
Total plan assets at beginning of year2012-12-31$254,828
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$11,870
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$102,376
Net plan assets at end of year (total assets less liabilities)2012-12-31$357,204
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$254,828
Total contributions received or receivable from employer(s)2012-12-31$90,506
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$92,921
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$254,828
Total plan assets at beginning of year2011-12-31$161,907
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$102,693
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-9,772
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$92,921
Net plan assets at end of year (total assets less liabilities)2011-12-31$254,828
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$161,907
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$75,819
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$161,907
Total plan assets at beginning of year2010-12-31$86,088
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$0
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$0
Noncash contributions received2010-12-31$5,450
Net income (gross income less expenses)2010-12-31$75,819
Net plan assets at end of year (total assets less liabilities)2010-12-31$161,907
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$86,088
Total contributions received or receivable from employer(s)2010-12-31$70,369
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN

2017: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JEFFREY D. MORGAN, D.M.D., P.S. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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