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KELLY ANN ROTH, DDS, INC. 401(K) PLAN 401k Plan overview

Plan NameKELLY ANN ROTH, DDS, INC. 401(K) PLAN
Plan identification number 001

KELLY ANN ROTH, DDS, INC. 401(K) 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.
  • 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

KELLY ANN ROTH DDS, INC has sponsored the creation of one or more 401k plans.

Company Name:KELLY ANN ROTH DDS, INC
Employer identification number (EIN):262261052
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about KELLY ANN ROTH DDS, INC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2008-03-06
Company Identification Number: 1764586
Legal Registered Office Address: 4124 FULTON RD NW
-
CANTON
United States of America (USA)
44718

More information about KELLY ANN ROTH DDS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY ANN ROTH, DDS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01KELLY ANN ROTH2023-06-21
0012021-01-01KELLY ANN ROTH2022-07-04
0012020-01-01KELLY ANN ROTH2021-03-30
0012019-01-01KELLY ANN ROTH2020-02-20
0012018-01-01KELLY ANN ROTH2019-03-12
0012017-01-01KELLY ANN ROTH2018-02-15
0012016-01-01KELLY ANN ROTH2017-02-23
0012015-01-01KELLY ANN ROTH2016-03-24
0012014-01-01KELLY ANN ROTH2015-06-02
0012013-01-01KELLY ANN ROTH
0012012-01-01KELLY ANN ROTH
0012011-01-01KELLY ANN ROTH

Plan Statistics for KELLY ANN ROTH, DDS, INC. 401(K) PLAN

401k plan membership statisitcs for KELLY ANN ROTH, DDS, INC. 401(K) PLAN

Measure Date Value
2013: KELLY ANN ROTH, DDS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KELLY ANN ROTH, DDS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KELLY ANN ROTH, DDS, INC. 401(K) 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

Financial Data on KELLY ANN ROTH, DDS, INC. 401(K) PLAN

Measure Date Value
2013 : KELLY ANN ROTH, DDS, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$158,410
Expenses. Total of all expenses incurred2013-12-31$14,968
Benefits paid (including direct rollovers)2013-12-31$14,968
Total plan assets at end of year2013-12-31$481,249
Total plan assets at beginning of year2013-12-31$337,807
Total contributions received or receivable from participants2013-12-31$51,882
Other income received2013-12-31$53,235
Net income (gross income less expenses)2013-12-31$143,442
Net plan assets at end of year (total assets less liabilities)2013-12-31$481,249
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$337,807
Total contributions received or receivable from employer(s)2013-12-31$53,293
2012 : KELLY ANN ROTH, DDS, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$103,420
Total plan assets at end of year2012-12-31$337,807
Total plan assets at beginning of year2012-12-31$234,387
Total contributions received or receivable from participants2012-12-31$53,812
Other income received2012-12-31$32,481
Net income (gross income less expenses)2012-12-31$103,420
Net plan assets at end of year (total assets less liabilities)2012-12-31$337,807
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$234,387
Total contributions received or receivable from employer(s)2012-12-31$17,127
2011 : KELLY ANN ROTH, DDS, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$113,941
Expenses. Total of all expenses incurred2011-12-31$53
Total plan assets at end of year2011-12-31$234,387
Total plan assets at beginning of year2011-12-31$120,499
Total contributions received or receivable from participants2011-12-31$50,929
Contributions received from other sources (not participants or employers)2011-12-31$30,053
Other income received2011-12-31$1,811
Net income (gross income less expenses)2011-12-31$113,888
Net plan assets at end of year (total assets less liabilities)2011-12-31$234,387
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$120,499
Total contributions received or receivable from employer(s)2011-12-31$31,148
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$53
2010 : KELLY ANN ROTH, DDS, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$101,313
Expenses. Total of all expenses incurred2010-12-31$210
Total plan assets at end of year2010-12-31$120,499
Total plan assets at beginning of year2010-12-31$19,396
Total contributions received or receivable from participants2010-12-31$34,386
Expenses. Other expenses not covered elsewhere2010-12-31$210
Other income received2010-12-31$29,953
Net income (gross income less expenses)2010-12-31$101,103
Net plan assets at end of year (total assets less liabilities)2010-12-31$120,499
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$19,396
Total contributions received or receivable from employer(s)2010-12-31$36,974

Form 5500 Responses for KELLY ANN ROTH, DDS, INC. 401(K) PLAN

2013: KELLY ANN ROTH, DDS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KELLY ANN ROTH, DDS, INC. 401(K) PLAN 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: KELLY ANN ROTH, DDS, INC. 401(K) 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

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