Logo

ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROBERT S. OLIVER, D.D.S, has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S. OLIVER, D.D.S,
Employer identification number (EIN):943393237
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01ROBERT S. OLIVER, D.D.S. ROBERT S. OLIVER, D.D.S.2016-10-10
0012014-01-01ROBERT S. OLIVER ROBERT S. OLIVER2015-10-10
0012013-01-01ROBERT S. OLIVER, D.D.S.
0012012-01-01ROBERT S. OLIVER, D.D.S. ROBERT S. OLIVER, D.D.S.2014-04-03
0012011-01-01ROBERT S. OLIVER, D.D.S. ROBERT S. OLIVER, D.D.S.2012-09-14
0012010-01-01ROBERT S OLIVER, D.D.S. ROBERT S OLIVER, D.D.S.2011-07-19
0012009-01-01ROBERT S OLIVER, D.D.S. ROBERT S OLIVER, D.D.S.2010-07-20

Plan Statistics for ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
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 participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
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 participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
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 participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
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 participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-82,237
Expenses. Total of all expenses incurred2015-12-31$96,541
Benefits paid (including direct rollovers)2015-12-31$95,844
Total plan assets at end of year2015-12-31$813,469
Total plan assets at beginning of year2015-12-31$992,247
Value of fidelity bond covering the plan2015-12-31$100,000
Assets. Value of tangible personal property2015-12-31$81,840
Total contributions received or receivable from participants2015-12-31$65,700
Assets. Value of loans (other than to participants)2015-12-31$42,002
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-213,042
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-178,778
Net plan assets at end of year (total assets less liabilities)2015-12-31$813,469
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$992,247
Assets. Value of assets in partnership/joint-venture interests2015-12-31$27,921
Total contributions received or receivable from employer(s)2015-12-31$65,105
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$697
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$133,858
Expenses. Total of all expenses incurred2014-12-31$497
Total plan assets at end of year2014-12-31$992,247
Total plan assets at beginning of year2014-12-31$858,886
Value of fidelity bond covering the plan2014-12-31$100,000
Assets. Value of tangible personal property2014-12-31$56,000
Total contributions received or receivable from participants2014-12-31$37,108
Assets. Value of loans (other than to participants)2014-12-31$305,971
Expenses. Other expenses not covered elsewhere2014-12-31$348
Other income received2014-12-31$35,657
Net income (gross income less expenses)2014-12-31$133,361
Net plan assets at end of year (total assets less liabilities)2014-12-31$992,247
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$858,886
Total contributions received or receivable from employer(s)2014-12-31$61,093
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$149
2013 : ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$150,806
Expenses. Total of all expenses incurred2013-12-31$50
Total plan assets at end of year2013-12-31$858,886
Total plan assets at beginning of year2013-12-31$708,130
Value of fidelity bond covering the plan2013-12-31$90,000
Assets. Value of tangible personal property2013-12-31$67,365
Total contributions received or receivable from participants2013-12-31$35,000
Assets. Value of loans (other than to participants)2013-12-31$288,782
Expenses. Other expenses not covered elsewhere2013-12-31$50
Other income received2013-12-31$59,332
Net income (gross income less expenses)2013-12-31$150,756
Net plan assets at end of year (total assets less liabilities)2013-12-31$858,886
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$708,130
Total contributions received or receivable from employer(s)2013-12-31$56,474
2012 : ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$117,062
Expenses. Total of all expenses incurred2012-12-31$32,800
Benefits paid (including direct rollovers)2012-12-31$32,800
Total plan assets at end of year2012-12-31$690,330
Total plan assets at beginning of year2012-12-31$606,068
Value of fidelity bond covering the plan2012-12-31$100,000
Assets. Value of tangible personal property2012-12-31$13,000
Total contributions received or receivable from participants2012-12-31$33,500
Assets. Value of loans (other than to participants)2012-12-31$253,076
Other income received2012-12-31$26,524
Net income (gross income less expenses)2012-12-31$84,262
Net plan assets at end of year (total assets less liabilities)2012-12-31$690,330
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$606,068
Total contributions received or receivable from employer(s)2012-12-31$57,038
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-41,232
Expenses. Total of all expenses incurred2011-12-31$54,178
Benefits paid (including direct rollovers)2011-12-31$54,178
Total plan assets at end of year2011-12-31$606,068
Total plan assets at beginning of year2011-12-31$701,478
Value of fidelity bond covering the plan2011-12-31$90,000
Assets. Value of tangible personal property2011-12-31$13,000
Total contributions received or receivable from participants2011-12-31$33,000
Assets. Value of loans (other than to participants)2011-12-31$253,076
Other income received2011-12-31$-127,079
Net income (gross income less expenses)2011-12-31$-95,410
Net plan assets at end of year (total assets less liabilities)2011-12-31$606,068
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$701,478
Total contributions received or receivable from employer(s)2011-12-31$52,847
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$112,547
Expenses. Total of all expenses incurred2010-12-31$195,966
Benefits paid (including direct rollovers)2010-12-31$195,966
Total plan assets at end of year2010-12-31$701,478
Total plan assets at beginning of year2010-12-31$784,897
Value of fidelity bond covering the plan2010-12-31$500,000
Assets. Value of tangible personal property2010-12-31$13,000
Total contributions received or receivable from participants2010-12-31$33,000
Assets. Value of loans (other than to participants)2010-12-31$378,793
Other income received2010-12-31$25,944
Net income (gross income less expenses)2010-12-31$-83,419
Net plan assets at end of year (total assets less liabilities)2010-12-31$701,478
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$784,897
Total contributions received or receivable from employer(s)2010-12-31$53,603
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING 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 ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN

2015: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 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: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING 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
2010: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT S. OLIVER, D.D.S. 401(K) PROFIT SHARING 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

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