Logo

STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSTEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST
Plan identification number 002

STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 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.
  • 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

STEPHEN J. DOSE D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN J. DOSE D.M.D.
Employer identification number (EIN):930790029
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01STEPHEN J. DOSE D.M.D. STEPHEN J. DOSE D.M.D.2013-08-22
0022012-01-01STEPHEN J. DOSE D.M.D. STEPHEN J. DOSE D.M.D.2013-03-28
0022011-01-01STEPHEN J. DOSE D.M.D. STEPHEN J. DOSE D.M.D.2012-04-13
0022009-01-01STEPHEN J. DOSE D.M.D. STEPHEN J. DOSE D.M.D.2010-07-14

Plan Statistics for STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
2012: STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013 : STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-06-04$223,351
Expenses. Total of all expenses incurred2013-06-04$1,977,673
Benefits paid (including direct rollovers)2013-06-04$1,977,673
Total plan assets at end of year2013-06-04$0
Total plan assets at beginning of year2013-06-04$1,754,322
Value of fidelity bond covering the plan2013-06-04$200,000
Other income received2013-06-04$223,351
Net income (gross income less expenses)2013-06-04$-1,754,322
Net plan assets at end of year (total assets less liabilities)2013-06-04$0
Net plan assets at beginning of year (total assets less liabilities)2013-06-04$1,754,322
Total contributions received or receivable from employer(s)2013-06-04$0
2012 : STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$234,997
Total plan assets at end of year2012-12-31$1,754,322
Total plan assets at beginning of year2012-12-31$1,519,325
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$193,776
Net income (gross income less expenses)2012-12-31$234,997
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,754,322
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,519,325
Total contributions received or receivable from employer(s)2012-12-31$41,221
2011 : STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$45,217
Total plan assets at end of year2011-12-31$1,519,325
Total plan assets at beginning of year2011-12-31$1,474,108
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$5,385
Net income (gross income less expenses)2011-12-31$45,217
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,519,325
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,474,108
Total contributions received or receivable from employer(s)2011-12-31$39,832
2010 : STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$210,156
Total plan assets at end of year2010-12-31$1,474,108
Total plan assets at beginning of year2010-12-31$1,263,952
Value of fidelity bond covering the plan2010-12-31$200,000
Other income received2010-12-31$170,945
Net income (gross income less expenses)2010-12-31$210,156
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,474,108
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,263,952
Total contributions received or receivable from employer(s)2010-12-31$39,211

Form 5500 Responses for STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST

2013: STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STEPHEN J. DOSE D.M.D. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1