ST. CLAIR & MASSEY ORTHODONTIC PARTNERSHIP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2021: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 11 |
Total of all active and inactive participants | 2021-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 37 |
Number of participants with account balances | 2021-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 8 |
Total of all active and inactive participants | 2020-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 35 |
Number of participants with account balances | 2020-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 31 |
Number of participants with account balances | 2019-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 13 |
Total of all active and inactive participants | 2018-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 38 |
Number of participants with account balances | 2018-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 9 |
2017: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 31 |
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 | 10 |
Total of all active and inactive participants | 2017-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 41 |
Number of participants with account balances | 2017-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 7 |
2016: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 30 |
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 | 7 |
Total of all active and inactive participants | 2016-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 37 |
Number of participants with account balances | 2016-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 25 |
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 | 8 |
Total of all active and inactive participants | 2015-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 33 |
Number of participants with account balances | 2015-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 4 |
2014: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 29 |
Number of participants with account balances | 2014-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 24 |
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 | 6 |
Total of all active and inactive participants | 2013-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 30 |
Number of participants with account balances | 2013-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 26 |
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 | 4 |
Total of all active and inactive participants | 2012-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 30 |
Number of participants with account balances | 2012-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 24 |
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 | 3 |
Total of all active and inactive participants | 2011-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 27 |
Number of participants with account balances | 2011-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 26 |
Number of participants with account balances | 2010-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 25 |
Number of participants with account balances | 2009-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2021 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $9,682 |
Total income from all sources | 2021-12-31 | $1,172,433 |
Expenses. Total of all expenses incurred | 2021-12-31 | $115,975 |
Benefits paid (including direct rollovers) | 2021-12-31 | $81,549 |
Total plan assets at end of year | 2021-12-31 | $6,613,142 |
Total plan assets at beginning of year | 2021-12-31 | $5,566,366 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $118,191 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $932,574 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
2020 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $9,682 |
Total income from all sources | 2020-12-31 | $954,785 |
Expenses. Total of all expenses incurred | 2020-12-31 | $162,860 |
Benefits paid (including direct rollovers) | 2020-12-31 | $139,790 |
Total plan assets at end of year | 2020-12-31 | $5,566,366 |
Total plan assets at beginning of year | 2020-12-31 | $4,764,759 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $545 |
Total contributions received or receivable from participants | 2020-12-31 | $104,994 |
Other income received | 2020-12-31 | $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 loans | 2020-12-31 | $23,070 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,074,987 |
Expenses. Total of all expenses incurred | 2019-12-31 | $182,677 |
Benefits paid (including direct rollovers) | 2019-12-31 | $147,573 |
Total plan assets at end of year | 2019-12-31 | $4,764,759 |
Total plan assets at beginning of year | 2019-12-31 | $3,872,449 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Assets. Value of tangible personal property | 2019-12-31 | $6,596 |
Total contributions received or receivable from participants | 2019-12-31 | $105,140 |
Other income received | 2019-12-31 | $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 2510.3-102 | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
2018 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-80,144 |
Expenses. Total of all expenses incurred | 2018-12-31 | $124,608 |
Benefits paid (including direct rollovers) | 2018-12-31 | $91,058 |
Total plan assets at end of year | 2018-12-31 | $3,872,449 |
Total plan assets at beginning of year | 2018-12-31 | $4,077,201 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Assets. Value of tangible personal property | 2018-12-31 | $6,596 |
Total contributions received or receivable from participants | 2018-12-31 | $98,111 |
Other income received | 2018-12-31 | $-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 2510.3-102 | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
2017 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $1,287,991 |
Expenses. Total of all expenses incurred | 2017-12-31 | $4,246,365 |
Benefits paid (including direct rollovers) | 2017-12-31 | $4,186,777 |
Total plan assets at end of year | 2017-12-31 | $4,077,201 |
Total plan assets at beginning of year | 2017-12-31 | $7,035,575 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $6,596 |
Total contributions received or receivable from participants | 2017-12-31 | $131,324 |
Other income received | 2017-12-31 | $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 2510.3-102 | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $399,309 |
Expenses. Total of all expenses incurred | 2016-12-31 | $62,948 |
Benefits paid (including direct rollovers) | 2016-12-31 | $4,058 |
Total plan assets at end of year | 2016-12-31 | $7,035,575 |
Total plan assets at beginning of year | 2016-12-31 | $6,699,214 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Assets. Value of tangible personal property | 2016-12-31 | $6,596 |
Total contributions received or receivable from participants | 2016-12-31 | $145,562 |
Other income received | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $204,131 |
Expenses. Total of all expenses incurred | 2015-12-31 | $85,767 |
Benefits paid (including direct rollovers) | 2015-12-31 | $22,822 |
Total plan assets at end of year | 2015-12-31 | $6,699,214 |
Total plan assets at beginning of year | 2015-12-31 | $6,580,850 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Assets. Value of tangible personal property | 2015-12-31 | $6,596 |
Total contributions received or receivable from participants | 2015-12-31 | $151,485 |
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 | $-75,403 |
Noncash contributions received | 2015-12-31 | $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 2510.3-102 | 2015-12-31 | $1,337 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $128,049 |
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 | $62,945 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $344,583 |
Expenses. Total of all expenses incurred | 2014-12-31 | $319,636 |
Benefits paid (including direct rollovers) | 2014-12-31 | $258,778 |
Total plan assets at end of year | 2014-12-31 | $6,580,850 |
Total plan assets at beginning of year | 2014-12-31 | $6,555,903 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Assets. Value of tangible personal property | 2014-12-31 | $6,596 |
Total contributions received or receivable from participants | 2014-12-31 | $148,919 |
Other income received | 2014-12-31 | $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 2510.3-102 | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2013 401k financial data |
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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 | $1,859,727 |
Expenses. Total of all expenses incurred | 2013-12-31 | $249,195 |
Benefits paid (including direct rollovers) | 2013-12-31 | $196,015 |
Total plan assets at end of year | 2013-12-31 | $6,555,903 |
Total plan assets at beginning of year | 2013-12-31 | $4,945,371 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Assets. Value of tangible personal property | 2013-12-31 | $6,596 |
Total contributions received or receivable from participants | 2013-12-31 | $158,474 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $1,567,214 |
Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $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 |
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Transfers to/from the plan | 2012-12-31 | $0 |
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 | $1,074,093 |
Expenses. Total of all expenses incurred | 2012-12-31 | $45,566 |
Benefits paid (including direct rollovers) | 2012-12-31 | $4,521 |
Total plan assets at end of year | 2012-12-31 | $4,945,371 |
Total plan assets at beginning of year | 2012-12-31 | $3,916,844 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Assets. Value of tangible personal property | 2012-12-31 | $6,596 |
Total contributions received or receivable from participants | 2012-12-31 | $138,290 |
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 | $795,216 |
Noncash contributions received | 2012-12-31 | $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 loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $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 |
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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 | $898,430 |
Expenses. Total of all expenses incurred | 2011-12-31 | $47,653 |
Benefits paid (including direct rollovers) | 2011-12-31 | $15,420 |
Total plan assets at end of year | 2011-12-31 | $3,916,844 |
Total plan assets at beginning of year | 2011-12-31 | $3,066,067 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Assets. Value of tangible personal property | 2011-12-31 | $6,596 |
Total contributions received or receivable from participants | 2011-12-31 | $114,550 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $694,931 |
Other income received | 2011-12-31 | $-11,105 |
Noncash contributions received | 2011-12-31 | $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 loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $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 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 | $884,336 |
Expenses. Total of all expenses incurred | 2010-12-31 | $134,601 |
Benefits paid (including direct rollovers) | 2010-12-31 | $113,233 |
Total plan assets at end of year | 2010-12-31 | $3,066,067 |
Total plan assets at beginning of year | 2010-12-31 | $2,316,332 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Assets. Value of tangible personal property | 2010-12-31 | $6,596 |
Total contributions received or receivable from participants | 2010-12-31 | $113,934 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $206,287 |
Other income received | 2010-12-31 | $464,855 |
Noncash contributions received | 2010-12-31 | $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 loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $21,368 |
2021: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC 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: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC 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: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC 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: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC 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: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC 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: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC 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: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC 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 |
2010: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC 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 |