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ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NameANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 002

ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PATRICK W. O CONNOR, D.D.S, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:PATRICK W. O CONNOR, D.D.S, L.L.C.
Employer identification number (EIN):310935126
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01PATRICK W. O'CONNOR, D.D.S.
0022014-01-01PATRICK W. O'CONNOR, D.D.S.
0022013-01-01PATRICK W. O'CONNOR, D.D.S.
0022012-01-01PATRICK W. O'CONNOR, D.D.S.
0022011-01-01PATRICK W. O'CONNOR, D.D.S.
0022009-01-01PATRICK W. O'CONNOR
0022009-01-01PATRICK W. O'CONNOR, D.D.S.

Plan Statistics for ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2017: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
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 participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-011
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 participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0115
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0113
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 participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0112
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 participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0112
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 participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2017 : ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-11-06$0
Total plan liabilities at end of year2017-11-06$0
Total plan liabilities at beginning of year2017-11-06$0
Total income from all sources2017-11-06$-193
Expenses. Total of all expenses incurred2017-11-06$0
Benefits paid (including direct rollovers)2017-11-06$0
Total plan assets at end of year2017-11-06$0
Total plan assets at beginning of year2017-11-06$193
Value of fidelity bond covering the plan2017-11-06$200,000
Total contributions received or receivable from participants2017-11-06$0
Expenses. Other expenses not covered elsewhere2017-11-06$0
Contributions received from other sources (not participants or employers)2017-11-06$0
Other income received2017-11-06$-193
Noncash contributions received2017-11-06$0
Net income (gross income less expenses)2017-11-06$-193
Net plan assets at end of year (total assets less liabilities)2017-11-06$0
Net plan assets at beginning of year (total assets less liabilities)2017-11-06$193
Assets. Value of assets in partnership/joint-venture interests2017-11-06$0
Total contributions received or receivable from employer(s)2017-11-06$0
Value of certain deemed distributions of participant loans2017-11-06$0
Value of corrective distributions2017-11-06$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-06$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-11-06$0
2016 : ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$28,284
Expenses. Total of all expenses incurred2016-12-31$1,036,733
Benefits paid (including direct rollovers)2016-12-31$1,029,770
Total plan assets at end of year2016-12-31$193
Total plan assets at beginning of year2016-12-31$1,008,642
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$28,284
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-1,008,449
Net plan assets at end of year (total assets less liabilities)2016-12-31$193
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,008,642
Assets. Value of assets in partnership/joint-venture interests2016-12-31$193
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,963
2015 : ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
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$252,347
Expenses. Total of all expenses incurred2015-12-31$9,710
Benefits paid (including direct rollovers)2015-12-31$2,152
Total plan assets at end of year2015-12-31$1,008,642
Total plan assets at beginning of year2015-12-31$766,005
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-12,653
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$242,637
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,008,642
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$766,005
Assets. Value of assets in partnership/joint-venture interests2015-12-31$4,383
Total contributions received or receivable from employer(s)2015-12-31$265,000
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$7,558
2014 : ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$107,426
Expenses. Total of all expenses incurred2014-12-31$6,520
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$766,005
Total plan assets at beginning of year2014-12-31$665,099
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$22,833
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$100,906
Net plan assets at end of year (total assets less liabilities)2014-12-31$766,005
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$665,099
Assets. Value of assets in partnership/joint-venture interests2014-12-31$15,696
Total contributions received or receivable from employer(s)2014-12-31$84,593
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,520
2013 : ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 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$51,979
Expenses. Total of all expenses incurred2013-12-31$5,335
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$665,099
Total plan assets at beginning of year2013-12-31$618,455
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-13,021
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$46,644
Net plan assets at end of year (total assets less liabilities)2013-12-31$665,099
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$618,455
Assets. Value of assets in partnership/joint-venture interests2013-12-31$19,088
Total contributions received or receivable from employer(s)2013-12-31$65,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,335
2012 : ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
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$208,505
Expenses. Total of all expenses incurred2012-12-31$3,654
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$618,455
Total plan assets at beginning of year2012-12-31$413,604
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$32,505
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$204,851
Net plan assets at end of year (total assets less liabilities)2012-12-31$618,455
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$413,604
Assets. Value of assets in partnership/joint-venture interests2012-12-31$19,624
Total contributions received or receivable from employer(s)2012-12-31$176,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,654
2011 : ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$76,559
Expenses. Total of all expenses incurred2011-12-31$3,095
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$413,604
Total plan assets at beginning of year2011-12-31$340,140
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$6,040
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$73,464
Net plan assets at end of year (total assets less liabilities)2011-12-31$413,604
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$340,140
Assets. Value of assets in partnership/joint-venture interests2011-12-31$19,366
Total contributions received or receivable from employer(s)2011-12-31$70,519
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$3,095
2010 : ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$46,792
Expenses. Total of all expenses incurred2010-12-31$2,442
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$340,140
Total plan assets at beginning of year2010-12-31$295,790
Value of fidelity bond covering the plan2010-12-31$140,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$18,792
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$44,350
Net plan assets at end of year (total assets less liabilities)2010-12-31$340,140
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$295,790
Assets. Value of assets in partnership/joint-venture interests2010-12-31$19,055
Total contributions received or receivable from employer(s)2010-12-31$28,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,442

Form 5500 Responses for ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST

2017: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 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: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 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: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 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: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 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: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 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
2009: ANDERSON FERRY DENTAL DEFINED BENEFIT PENSION PLAN & TRUST 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

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