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PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 401k Plan overview

Plan NamePAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II
Plan identification number 003

PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

PAUL D. CARLSON, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:PAUL D. CARLSON, DDS, PC
Employer identification number (EIN):860335663
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01PAUL CARLSON2015-09-21
0032013-01-01PAUL CARLSON
0032012-01-01PAUL CARLSON
0032011-01-01PAUL CARLSON
0032009-01-01PAUL CARLSON

Plan Statistics for PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II

401k plan membership statisitcs for PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II

Measure Date Value
2013: PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II

Measure Date Value
2013 : PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 2013 401k financial data
Total plan liabilities at end of year2013-12-31$396
Total plan liabilities at beginning of year2013-12-31$396
Total income from all sources2013-12-31$176,040
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,518,372
Total plan assets at beginning of year2013-12-31$1,342,332
Value of fidelity bond covering the plan2013-12-31$175,000
Total contributions received or receivable from participants2013-12-31$29,735
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$112,079
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$176,040
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,517,976
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,341,936
Assets. Value of participant loans2013-12-31$30,536
Total contributions received or receivable from employer(s)2013-12-31$34,226
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
2012 : PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 2012 401k financial data
Total plan liabilities at end of year2012-12-31$396
Total plan liabilities at beginning of year2012-12-31$396
Total income from all sources2012-12-31$93,498
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$1,342,332
Total plan assets at beginning of year2012-12-31$1,248,834
Value of fidelity bond covering the plan2012-12-31$125,000
Total contributions received or receivable from participants2012-12-31$26,750
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$37,098
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$93,498
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,341,936
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,248,438
Assets. Value of participant loans2012-12-31$11,824
Total contributions received or receivable from employer(s)2012-12-31$29,650
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 : PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$396
Total plan liabilities at beginning of year2011-12-31$243
Total income from all sources2011-12-31$69,950
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$1,248,834
Total plan assets at beginning of year2011-12-31$1,178,731
Value of fidelity bond covering the plan2011-12-31$125,000
Total contributions received or receivable from participants2011-12-31$26,257
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$14,183
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$69,950
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,248,438
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,178,488
Assets. Value of assets in partnership/joint-venture interests2011-12-31$555,015
Total contributions received or receivable from employer(s)2011-12-31$29,510
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 : PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 2010 401k financial data
Total plan liabilities at end of year2010-12-31$243
Total plan liabilities at beginning of year2010-12-31$3,074
Total income from all sources2010-12-31$153,634
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,178,731
Total plan assets at beginning of year2010-12-31$1,027,928
Value of fidelity bond covering the plan2010-12-31$125,000
Total contributions received or receivable from participants2010-12-31$24,336
Other income received2010-12-31$99,269
Net income (gross income less expenses)2010-12-31$153,634
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,178,488
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,024,854
Assets. Value of assets in partnership/joint-venture interests2010-12-31$555,015
Total contributions received or receivable from employer(s)2010-12-31$30,029
2009 : PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 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 PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II

2013: PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 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: PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 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: PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 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: PAUL D. CARLSON, DDS, PC PROFIT SHARING PLAN AND TRUST II 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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