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JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 401k Plan overview

Plan NameJON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP
Plan identification number 001

JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • 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

JON N. ROBINSON, D.M.D., M.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JON N. ROBINSON, D.M.D., M.S., P.C.
Employer identification number (EIN):201484722
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JON ROBINSON2023-10-10
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JON N. ROBINSON JON N. ROBINSON2018-05-23
0012016-01-01JON N. ROBINSON JON N. ROBINSON2017-10-11
0012015-10-01JON N. ROBINSON JON N. ROBINSON2016-09-27
0012014-10-01JON N. ROBINSON JON N. ROBINSON2016-05-09
0012013-10-01JON N. ROBINSON JON N. ROBINSON2015-07-14
0012011-10-01JON N. ROBINSON JON N. ROBINSON2015-01-22
0012011-01-01MARK TERDLE
0012009-10-01JON N. ROBINSON JON N. ROBINSON2011-05-18

Plan Statistics for JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP

401k plan membership statisitcs for JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP

Measure Date Value
2017: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0114
Number of participants with account balances2016-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2015 401k membership
Total participants, beginning-of-year2015-10-0112
Total number of active participants reported on line 7a of the Form 55002015-10-0113
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0113
Number of participants with account balances2015-10-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2014 401k membership
Total participants, beginning-of-year2014-10-0111
Total number of active participants reported on line 7a of the Form 55002014-10-0112
Total of all active and inactive participants2014-10-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0112
Number of participants with account balances2014-10-0112
2013: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2013 401k membership
Total participants, beginning-of-year2013-10-018
Total number of active participants reported on line 7a of the Form 55002013-10-0111
Total of all active and inactive participants2013-10-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0111
Number of participants with account balances2013-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2011: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2011 401k membership
Total participants, beginning-of-year2011-10-018
Total number of active participants reported on line 7a of the Form 55002011-10-017
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-017
Number of participants with account balances2011-10-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-016
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 participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2009 401k membership
Total participants, beginning-of-year2009-10-019
Total number of active participants reported on line 7a of the Form 55002009-10-019
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-019
Number of participants with account balances2009-10-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP

Measure Date Value
2017 : JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2017 401k financial data
Total income from all sources2017-12-31$154,160
Expenses. Total of all expenses incurred2017-12-31$25,612
Benefits paid (including direct rollovers)2017-12-31$25,391
Total plan assets at end of year2017-12-31$787,304
Total plan assets at beginning of year2017-12-31$658,756
Value of fidelity bond covering the plan2017-12-31$75,000
Total contributions received or receivable from participants2017-12-31$48,400
Expenses. Other expenses not covered elsewhere2017-12-31$190
Other income received2017-12-31$93,602
Net income (gross income less expenses)2017-12-31$128,548
Net plan assets at end of year (total assets less liabilities)2017-12-31$787,304
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$658,756
Assets. Value of participant loans2017-12-31$93,919
Total contributions received or receivable from employer(s)2017-12-31$12,158
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$31
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2016 401k financial data
Total income from all sources2016-12-31$87,681
Expenses. Total of all expenses incurred2016-12-31$30,428
Benefits paid (including direct rollovers)2016-12-31$30,266
Total plan assets at end of year2016-12-31$658,756
Total plan assets at beginning of year2016-12-31$601,503
Value of fidelity bond covering the plan2016-12-31$75,000
Total contributions received or receivable from participants2016-12-31$49,209
Other income received2016-12-31$28,405
Net income (gross income less expenses)2016-12-31$57,253
Net plan assets at end of year (total assets less liabilities)2016-12-31$658,756
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$601,503
Assets. Value of participant loans2016-12-31$89,553
Total contributions received or receivable from employer(s)2016-12-31$10,067
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$162
2015 : JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$65,221
Expenses. Total of all expenses incurred2015-12-31$27
Total plan assets at end of year2015-12-31$601,503
Total plan assets at beginning of year2015-12-31$536,309
Value of fidelity bond covering the plan2015-12-31$75,000
Total contributions received or receivable from participants2015-12-31$43,617
Expenses. Other expenses not covered elsewhere2015-12-31$27
Contributions received from other sources (not participants or employers)2015-12-31$1,488
Other income received2015-12-31$16,562
Net income (gross income less expenses)2015-12-31$65,194
Net plan assets at end of year (total assets less liabilities)2015-12-31$601,503
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$536,309
Assets. Value of participant loans2015-12-31$95,499
Total contributions received or receivable from employer(s)2015-12-31$3,554
Total income from all sources2015-09-30$57,134
Expenses. Total of all expenses incurred2015-09-30$75
Total plan assets at end of year2015-09-30$536,309
Total plan assets at beginning of year2015-09-30$479,250
Value of fidelity bond covering the plan2015-09-30$75,000
Total contributions received or receivable from participants2015-09-30$48,500
Expenses. Other expenses not covered elsewhere2015-09-30$75
Other income received2015-09-30$-5,642
Net income (gross income less expenses)2015-09-30$57,059
Net plan assets at end of year (total assets less liabilities)2015-09-30$536,309
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$479,250
Assets. Value of participant loans2015-09-30$92,741
Total contributions received or receivable from employer(s)2015-09-30$14,276
2014 : JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2014 401k financial data
Total income from all sources2014-09-30$93,436
Expenses. Total of all expenses incurred2014-09-30$42
Total plan assets at end of year2014-09-30$482,108
Total plan assets at beginning of year2014-09-30$388,714
Value of fidelity bond covering the plan2014-09-30$50,000
Total contributions received or receivable from participants2014-09-30$41,500
Expenses. Other expenses not covered elsewhere2014-09-30$42
Other income received2014-09-30$41,736
Net income (gross income less expenses)2014-09-30$93,394
Net plan assets at end of year (total assets less liabilities)2014-09-30$482,108
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$388,714
Total contributions received or receivable from employer(s)2014-09-30$10,200
2012 : JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2012 401k financial data
Total income from all sources2012-09-30$90,073
Expenses. Total of all expenses incurred2012-09-30$86,124
Benefits paid (including direct rollovers)2012-09-30$86,079
Total plan assets at end of year2012-09-30$324,354
Total plan assets at beginning of year2012-09-30$320,405
Value of fidelity bond covering the plan2012-09-30$50,000
Total contributions received or receivable from participants2012-09-30$37,535
Other income received2012-09-30$39,492
Net income (gross income less expenses)2012-09-30$3,949
Net plan assets at end of year (total assets less liabilities)2012-09-30$324,354
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$320,405
Total contributions received or receivable from employer(s)2012-09-30$13,046
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$45
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2011 401k financial data
Total income from all sources2011-12-31$51,489
Expenses. Total of all expenses incurred2011-12-31$85,568
Benefits paid (including direct rollovers)2011-12-31$85,568
Total plan assets at end of year2011-12-31$286,325
Total plan assets at beginning of year2011-12-31$320,405
Total contributions received or receivable from participants2011-12-31$9,933
Other income received2011-12-31$41,556
Net income (gross income less expenses)2011-12-31$-34,079
Net plan assets at end of year (total assets less liabilities)2011-12-31$286,325
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$320,405
Total contributions received or receivable from employer(s)2011-12-31$0
Total income from all sources2011-09-30$69,008
Expenses. Total of all expenses incurred2011-09-30$3,742
Total plan assets at end of year2011-09-30$320,405
Total plan assets at beginning of year2011-09-30$255,139
Value of fidelity bond covering the plan2011-09-30$50,000
Total contributions received or receivable from participants2011-09-30$55,000
Expenses. Other expenses not covered elsewhere2011-09-30$3,742
Net income (gross income less expenses)2011-09-30$65,266
Net plan assets at end of year (total assets less liabilities)2011-09-30$320,405
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$255,139
Total contributions received or receivable from employer(s)2011-09-30$14,008
2010 : JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP

2017: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2011: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
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
2009: JON N. ROBINSON, D.M.D., M.S., P.C., 401(K) PSP 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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