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SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Plan identification number 001

SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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

SHARON S. PETERSON, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:SHARON S. PETERSON, D.D.S., P.A.
Employer identification number (EIN):760558254
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012014-01-01SHARON S. PETERSON, PRESIDENT
0012013-01-01SHARON S. PETERSON, PRESIDENT
0012012-01-01SHARON S. PETERSON, PRESIDENT
0012011-01-01SHARON S. PETERSON, PRESIDENT
0012009-01-01SHARON S. PETERSON, PRESIDENT

Plan Statistics for SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015 : SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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$0
Total income from all sources2015-12-31$-72,074
Expenses. Total of all expenses incurred2015-12-31$1,673,689
Benefits paid (including direct rollovers)2015-12-31$1,673,689
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$1,745,763
Value of fidelity bond covering the plan2015-12-31$80,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-72,074
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,745,763
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,745,763
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
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$1,673,689
2014 : SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$311,687
Expenses. Total of all expenses incurred2014-12-31$36,444
Benefits paid (including direct rollovers)2014-12-31$36,444
Total plan assets at end of year2014-12-31$1,745,763
Total plan assets at beginning of year2014-12-31$1,470,520
Value of fidelity bond covering the plan2014-12-31$80,000
Other income received2014-12-31$307,893
Net income (gross income less expenses)2014-12-31$275,243
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,745,763
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,470,520
Assets. Value of assets in partnership/joint-venture interests2014-12-31$416,820
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$4,083
Total contributions received or receivable from employer(s)2014-12-31$3,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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$121,856
Expenses. Total of all expenses incurred2013-12-31$8,939
Benefits paid (including direct rollovers)2013-12-31$8,939
Total plan assets at end of year2013-12-31$1,470,520
Total plan assets at beginning of year2013-12-31$1,357,603
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$19,457
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$96,479
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$112,917
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,470,520
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,357,603
Assets. Value of assets in partnership/joint-venture interests2013-12-31$355,174
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$40
Total contributions received or receivable from employer(s)2013-12-31$5,920
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 : SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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$108,985
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$1,357,603
Total plan assets at beginning of year2012-12-31$1,248,618
Value of fidelity bond covering the plan2012-12-31$80,000
Total contributions received or receivable from participants2012-12-31$22,916
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$43,995
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$108,985
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,357,603
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,248,618
Assets. Value of assets in partnership/joint-venture interests2012-12-31$634,807
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$44,805
Total contributions received or receivable from employer(s)2012-12-31$42,074
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
2011 : SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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$190,629
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$1,248,618
Total plan assets at beginning of year2011-12-31$1,057,989
Value of fidelity bond covering the plan2011-12-31$80,000
Total contributions received or receivable from participants2011-12-31$416
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$170,213
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$190,629
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,248,618
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,057,989
Assets. Value of assets in partnership/joint-venture interests2011-12-31$667,476
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$19,164
Total contributions received or receivable from employer(s)2011-12-31$20,000
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
2010 : SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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$187,948
Expenses. Total of all expenses incurred2010-12-31$6,447
Benefits paid (including direct rollovers)2010-12-31$6,447
Total plan assets at end of year2010-12-31$1,039,489
Total plan assets at beginning of year2010-12-31$857,988
Value of fidelity bond covering the plan2010-12-31$80,000
Total contributions received or receivable from participants2010-12-31$22,438
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$123,615
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$181,501
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,039,489
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$857,988
Assets. Value of assets in partnership/joint-venture interests2010-12-31$453,987
Total contributions received or receivable from employer(s)2010-12-31$41,895
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 SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

2015: SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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 filingYes
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: SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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: SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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: SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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: SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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
2009: SHARON S. PETERSON, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND 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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