Plan Name | JAMES R BENSON DDS PC AGE WEIGHTED 401K PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JAMES R BENSON DDS PC |
Employer identification number (EIN): | 930795278 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2009-09-01 | JAMES R BENSON | JAMES R BENSON | 2011-05-14 |
Measure | Date | Value |
---|---|---|
2009: JAMES R BENSON DDS PC AGE WEIGHTED 401K PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 1 |
Total of all active and inactive participants | 2009-09-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 0 |
Total participants | 2009-09-01 | 4 |
Number of participants with account balances | 2009-09-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : JAMES R BENSON DDS PC AGE WEIGHTED 401K PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-08-31 | $9,160 |
Expenses. Total of all expenses incurred | 2011-08-31 | $23,323 |
Benefits paid (including direct rollovers) | 2011-08-31 | $23,073 |
Total plan assets at end of year | 2011-08-31 | $92,579 |
Total plan assets at beginning of year | 2011-08-31 | $106,742 |
Value of fidelity bond covering the plan | 2011-08-31 | $110,000 |
Expenses. Other expenses not covered elsewhere | 2011-08-31 | $250 |
Other income received | 2011-08-31 | $4,061 |
Net income (gross income less expenses) | 2011-08-31 | $-14,163 |
Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $92,579 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $106,742 |
Assets. Value of participant loans | 2011-08-31 | $76,498 |
Total contributions received or receivable from employer(s) | 2011-08-31 | $5,099 |
2010 : JAMES R BENSON DDS PC AGE WEIGHTED 401K PROFIT SHARING PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-08-31 | $0 |
2009: JAMES R BENSON DDS PC AGE WEIGHTED 401K PROFIT SHARING PLAN 2009 form 5500 responses | ||
---|---|---|
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |