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THE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS 401k Plan overview

Plan NameTHE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS
Plan identification number 001

THE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

GARY M TETRICK, DDS, PS has sponsored the creation of one or more 401k plans.

Company Name:GARY M TETRICK, DDS, PS
Employer identification number (EIN):911607814
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01GARY TETRICK2015-10-13
0012013-01-01GARY TETRICK2014-10-15
0012012-01-01GARY TETRICK2013-10-15
0012011-01-01GARY TETRICK2013-08-19
0012010-01-01GARY M TETRICK
0012009-01-01GARY M TETRICK

Plan Statistics for THE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS

401k plan membership statisitcs for THE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS

Measure Date Value
2010: THE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-019
Total of all active and inactive participants2010-01-019
Total participants2010-01-019
2009: THE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-019
Total of all active and inactive participants2009-01-019
Total participants2009-01-019

Financial Data on THE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS

Measure Date Value
2010 : THE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS 2010 401k financial data
Total income from all sources2010-12-31$330,306
Total plan assets at end of year2010-12-31$1,853,577
Total plan assets at beginning of year2010-12-31$1,523,271
Total contributions received or receivable from participants2010-12-31$65,310
Other income received2010-12-31$203,961
Net income (gross income less expenses)2010-12-31$330,306
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,853,577
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,523,271
Total contributions received or receivable from employer(s)2010-12-31$61,035

Form 5500 Responses for THE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS

2010: THE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE 401(K) PROFIT SHARING PLAN & TRUST OF GARY M. TETRICK, DDS, PS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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