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CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN
Plan identification number 001

CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C.
Employer identification number (EIN):830362853
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01BRADLEY WINN2017-02-16
0012015-01-01BRADLEY WINN2016-06-24
0012014-01-01BRADLEY WINN2015-07-15
0012013-01-01BRADLEY WINN2014-06-11
0012012-01-01BRADLEY WINN2013-07-17
0012011-01-01BRADLEY WINN
0012009-01-01BRADLEY WINN BRADLEY WINN2010-02-11

Plan Statistics for CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN

Measure Date Value
2011: CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN

Measure Date Value
2011 : CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$80,622
Expenses. Total of all expenses incurred2011-12-31$4,112
Total plan assets at end of year2011-12-31$462,376
Total plan assets at beginning of year2011-12-31$385,866
Value of fidelity bond covering the plan2011-12-31$30,000
Total contributions received or receivable from participants2011-12-31$48,016
Other income received2011-12-31$10,810
Net income (gross income less expenses)2011-12-31$76,510
Net plan assets at end of year (total assets less liabilities)2011-12-31$462,376
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$385,866
Total contributions received or receivable from employer(s)2011-12-31$21,796
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,112
2010 : CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$108,749
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$385,866
Total plan assets at beginning of year2010-12-31$277,117
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$40,233
Other income received2010-12-31$50,617
Net income (gross income less expenses)2010-12-31$108,749
Net plan assets at end of year (total assets less liabilities)2010-12-31$385,866
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$277,117
Total contributions received or receivable from employer(s)2010-12-31$17,899
2009 : CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN

2011: CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CLEVELAND FAMILY & COSMETIC DENTISTRY, P.C. RETIREMENT SAVINGS PLAN 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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