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ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST
Plan identification number 002

ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT 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
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. CLAIR & MASSEY ORTHODONTIC PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:ST. CLAIR & MASSEY ORTHODONTIC PARTNERSHIP
Employer identification number (EIN):752868102
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01JAMES T. ST. CLAIR, D.D.S., M.S.2022-05-16
0022020-01-01JAMES T. ST. CLAIR, D.D.S., M.S.2021-05-11
0022019-01-01JAMES T. ST. CLAIR, D.D.S., M.S.2020-03-31
0022018-01-01JAMES T. ST. CLAIR, D.D.S., M.S.2019-04-22
0022017-01-01
0022016-01-01JOHN R. ST. CLAIR, D.D.S., M.S.
0022015-01-01JOHN R. ST. CLAIR, D.D.S., M.S.
0022014-01-01JOHN R. ST. CLAIR, D.D.S., M.S.
0022013-01-01JOHN R. ST. CLAIR, D.D.S., M.S.
0022012-01-01JOHN R. ST. CLAIR, D.D.S., M.S.
0022011-01-01JOHN R. ST. CLAIR, D.D.S., M.S.
0022010-01-01JOHN R. ST. CLAIR, D.D.S., M.S.
0022009-01-01JOHN R. ST. CLAIR

Plan Statistics for ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST

401k plan membership statisitcs for ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST

Measure Date Value
2021: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0138
Total number of active participants reported on line 7a of the Form 55002021-01-0126
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0137
Number of participants with account balances2021-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0134
Total number of active participants reported on line 7a of the Form 55002020-01-0127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0135
Number of participants with account balances2020-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0141
Total number of active participants reported on line 7a of the Form 55002019-01-0127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0131
Number of participants with account balances2019-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0143
Total number of active participants reported on line 7a of the Form 55002018-01-0123
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0138
Number of participants with account balances2018-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0140
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0141
Number of participants with account balances2017-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0136
Total number of active participants reported on line 7a of the Form 55002016-01-0130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0137
Number of participants with account balances2016-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0134
Total number of active participants reported on line 7a of the Form 55002015-01-0125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0133
Number of participants with account balances2015-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0133
Total number of active participants reported on line 7a of the Form 55002014-01-0120
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0129
Number of participants with account balances2014-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0132
Total number of active participants reported on line 7a of the Form 55002013-01-0124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0130
Number of participants with account balances2013-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0127
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 benefits2010-01-013
Total of all active and inactive participants2010-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0126
Number of participants with account balances2010-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0121
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST

Measure Date Value
2021 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$9,682
Total income from all sources2021-12-31$1,172,433
Expenses. Total of all expenses incurred2021-12-31$115,975
Benefits paid (including direct rollovers)2021-12-31$81,549
Total plan assets at end of year2021-12-31$6,613,142
Total plan assets at beginning of year2021-12-31$5,566,366
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$118,191
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$932,574
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,056,458
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,613,142
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,556,684
Total contributions received or receivable from employer(s)2021-12-31$121,668
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$34,426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$9,682
Total income from all sources2020-12-31$954,785
Expenses. Total of all expenses incurred2020-12-31$162,860
Benefits paid (including direct rollovers)2020-12-31$139,790
Total plan assets at end of year2020-12-31$5,566,366
Total plan assets at beginning of year2020-12-31$4,764,759
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$545
Total contributions received or receivable from participants2020-12-31$104,994
Other income received2020-12-31$731,859
Net income (gross income less expenses)2020-12-31$791,925
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,556,684
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,764,759
Total contributions received or receivable from employer(s)2020-12-31$117,932
Value of certain deemed distributions of participant loans2020-12-31$23,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$1,074,987
Expenses. Total of all expenses incurred2019-12-31$182,677
Benefits paid (including direct rollovers)2019-12-31$147,573
Total plan assets at end of year2019-12-31$4,764,759
Total plan assets at beginning of year2019-12-31$3,872,449
Value of fidelity bond covering the plan2019-12-31$500,000
Assets. Value of tangible personal property2019-12-31$6,596
Total contributions received or receivable from participants2019-12-31$105,140
Other income received2019-12-31$860,907
Net income (gross income less expenses)2019-12-31$892,310
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,764,759
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,872,449
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$1,542
Total contributions received or receivable from employer(s)2019-12-31$108,940
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$35,104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-80,144
Expenses. Total of all expenses incurred2018-12-31$124,608
Benefits paid (including direct rollovers)2018-12-31$91,058
Total plan assets at end of year2018-12-31$3,872,449
Total plan assets at beginning of year2018-12-31$4,077,201
Value of fidelity bond covering the plan2018-12-31$500,000
Assets. Value of tangible personal property2018-12-31$6,596
Total contributions received or receivable from participants2018-12-31$98,111
Other income received2018-12-31$-285,963
Net income (gross income less expenses)2018-12-31$-204,752
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,872,449
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,077,201
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$7,006
Total contributions received or receivable from employer(s)2018-12-31$107,708
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$33,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$1,287,991
Expenses. Total of all expenses incurred2017-12-31$4,246,365
Benefits paid (including direct rollovers)2017-12-31$4,186,777
Total plan assets at end of year2017-12-31$4,077,201
Total plan assets at beginning of year2017-12-31$7,035,575
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$6,596
Total contributions received or receivable from participants2017-12-31$131,324
Other income received2017-12-31$1,009,990
Net income (gross income less expenses)2017-12-31$-2,958,374
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,077,201
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,035,575
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$5,464
Total contributions received or receivable from employer(s)2017-12-31$146,677
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$59,588
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$399,309
Expenses. Total of all expenses incurred2016-12-31$62,948
Benefits paid (including direct rollovers)2016-12-31$4,058
Total plan assets at end of year2016-12-31$7,035,575
Total plan assets at beginning of year2016-12-31$6,699,214
Value of fidelity bond covering the plan2016-12-31$500,000
Assets. Value of tangible personal property2016-12-31$6,596
Total contributions received or receivable from participants2016-12-31$145,562
Other income received2016-12-31$114,974
Net income (gross income less expenses)2016-12-31$336,361
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,035,575
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,699,214
Total contributions received or receivable from employer(s)2016-12-31$138,773
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$58,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total income from all sources2015-12-31$204,131
Expenses. Total of all expenses incurred2015-12-31$85,767
Benefits paid (including direct rollovers)2015-12-31$22,822
Total plan assets at end of year2015-12-31$6,699,214
Total plan assets at beginning of year2015-12-31$6,580,850
Value of fidelity bond covering the plan2015-12-31$500,000
Assets. Value of tangible personal property2015-12-31$6,596
Total contributions received or receivable from participants2015-12-31$151,485
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-75,403
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$118,364
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,699,214
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,580,850
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$1,337
Total contributions received or receivable from employer(s)2015-12-31$128,049
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$62,945
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$344,583
Expenses. Total of all expenses incurred2014-12-31$319,636
Benefits paid (including direct rollovers)2014-12-31$258,778
Total plan assets at end of year2014-12-31$6,580,850
Total plan assets at beginning of year2014-12-31$6,555,903
Value of fidelity bond covering the plan2014-12-31$500,000
Assets. Value of tangible personal property2014-12-31$6,596
Total contributions received or receivable from participants2014-12-31$148,919
Other income received2014-12-31$64,919
Net income (gross income less expenses)2014-12-31$24,947
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,580,850
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,555,903
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$1,337
Total contributions received or receivable from employer(s)2014-12-31$130,745
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$60,858
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2013 401k financial data
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$1,859,727
Expenses. Total of all expenses incurred2013-12-31$249,195
Benefits paid (including direct rollovers)2013-12-31$196,015
Total plan assets at end of year2013-12-31$6,555,903
Total plan assets at beginning of year2013-12-31$4,945,371
Value of fidelity bond covering the plan2013-12-31$500,000
Assets. Value of tangible personal property2013-12-31$6,596
Total contributions received or receivable from participants2013-12-31$158,474
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,567,214
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,610,532
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,555,903
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,945,371
Total contributions received or receivable from employer(s)2013-12-31$134,039
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$53,180
2012 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 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$1,074,093
Expenses. Total of all expenses incurred2012-12-31$45,566
Benefits paid (including direct rollovers)2012-12-31$4,521
Total plan assets at end of year2012-12-31$4,945,371
Total plan assets at beginning of year2012-12-31$3,916,844
Value of fidelity bond covering the plan2012-12-31$500,000
Assets. Value of tangible personal property2012-12-31$6,596
Total contributions received or receivable from participants2012-12-31$138,290
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$795,216
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$1,028,527
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,945,371
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,916,844
Total contributions received or receivable from employer(s)2012-12-31$140,587
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$41,045
2011 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 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$898,430
Expenses. Total of all expenses incurred2011-12-31$47,653
Benefits paid (including direct rollovers)2011-12-31$15,420
Total plan assets at end of year2011-12-31$3,916,844
Total plan assets at beginning of year2011-12-31$3,066,067
Value of fidelity bond covering the plan2011-12-31$500,000
Assets. Value of tangible personal property2011-12-31$6,596
Total contributions received or receivable from participants2011-12-31$114,550
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$694,931
Other income received2011-12-31$-11,105
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$850,777
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,916,844
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,066,067
Total contributions received or receivable from employer(s)2011-12-31$100,054
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$32,233
2010 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT 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 plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$884,336
Expenses. Total of all expenses incurred2010-12-31$134,601
Benefits paid (including direct rollovers)2010-12-31$113,233
Total plan assets at end of year2010-12-31$3,066,067
Total plan assets at beginning of year2010-12-31$2,316,332
Value of fidelity bond covering the plan2010-12-31$500,000
Assets. Value of tangible personal property2010-12-31$6,596
Total contributions received or receivable from participants2010-12-31$113,934
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$206,287
Other income received2010-12-31$464,855
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$749,735
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,066,067
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,316,332
Total contributions received or receivable from employer(s)2010-12-31$99,260
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$21,368

Form 5500 Responses for ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST

2021: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 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 filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 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: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 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: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 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: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 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: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 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: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 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: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 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
2009: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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