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JOHN K. EVANS, DDS, APC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJOHN K. EVANS, DDS, APC DEFINED BENEFIT PENSION PLAN
Plan identification number 003

JOHN K. EVANS, DDS, APC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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.
  • Life insurance

401k Sponsoring company profile

JOHN K. EVANS, DDS, APC has sponsored the creation of one or more 401k plans.

Company Name:JOHN K. EVANS, DDS, APC
Employer identification number (EIN):953627980
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN K. EVANS, DDS, APC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01JOHN K EVANS2015-10-15
0032013-01-01JOHN K. EVANS2014-06-13
0032012-01-01JOHN K. EVANS2013-10-01
0032011-01-01JOHN K. EVANS
0032010-01-01JOHN K. EVANS2011-09-22

Plan Statistics for JOHN K. EVANS, DDS, APC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JOHN K. EVANS, DDS, APC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011: JOHN K. EVANS, DDS, APC DEFINED BENEFIT PENSION PLAN 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on JOHN K. EVANS, DDS, APC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011 : JOHN K. EVANS, DDS, APC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$57,938
Expenses. Total of all expenses incurred2011-12-31$363
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$166,031
Total plan assets at beginning of year2011-12-31$108,456
Value of fidelity bond covering the plan2011-12-31$30,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$363
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-14,062
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$57,575
Net plan assets at end of year (total assets less liabilities)2011-12-31$166,031
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$108,456
Total contributions received or receivable from employer(s)2011-12-31$72,000
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

Form 5500 Responses for JOHN K. EVANS, DDS, APC DEFINED BENEFIT PENSION PLAN

2011: JOHN K. EVANS, DDS, APC DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with allocated funds for individual policies?Yes

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