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DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameDUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

DUSTIN L. ROWE, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DUSTIN L. ROWE, DDS, INC.
Employer identification number (EIN):330841789
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01DUSTIN L. ROWE, D.D.S.2022-10-10 DUSTIN L. ROWE, D.D.S.2022-10-10
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PAMELA CHAMBERLAIN
0022016-01-01PAMELA CHAMBERLAIN
0022015-01-01PAMELA CHAMBERLAIN
0022014-01-01PAMELA CHAMBERLAIN
0022013-01-01PAMELA CHAMBERLAIN
0022012-01-01PAMELA CHAMBERLAIN
0022011-01-01PAMELA CHAMBERLAIN
0022009-01-01PAMELA CHAMBERLAIN

Plan Statistics for DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-313,371,829
Acturial value of plan assets2022-12-313,371,829
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-3123,402
Active participant vested funding target2022-12-311,826,373
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-311,826,373
Total participant count2022-12-315
Total funding target for all participants2022-12-311,849,775
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3143,420
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3143,420
Present value of excess contributions2022-12-31170,593
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31180,044
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3151,917
Total employer contributions2022-12-31173,258
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31162,978
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31145,375
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31162,978
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,674,359
Acturial value of plan assets2021-12-312,674,359
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-311,861
Active participant vested funding target2021-12-311,607,852
Number of active participants2021-12-314
Total funding liabilities for active participants2021-12-311,607,852
Total participant count2021-12-315
Total funding target for all participants2021-12-311,609,713
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3140,368
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3140,368
Present value of excess contributions2021-12-31165,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31174,466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3143,420
Total employer contributions2021-12-31176,965
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31170,593
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3184,636
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31170,593
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015
Total participants2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,325,757
Acturial value of plan assets2020-12-312,325,757
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-311,861
Active participant vested funding target2020-12-311,459,994
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-311,459,994
Total participant count2020-12-315
Total funding target for all participants2020-12-311,461,855
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3132,274
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3132,274
Present value of excess contributions2020-12-31163,492
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31172,533
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3140,368
Total employer contributions2020-12-31179,122
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31165,418
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31108,720
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31165,418
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-011
Total of all active and inactive participants2020-01-015
Total participants2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,739,011
Acturial value of plan assets2019-12-311,739,011
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-311,652
Active participant vested funding target2019-12-311,273,527
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-311,273,527
Total participant count2019-12-315
Total funding target for all participants2019-12-311,275,179
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3134,521
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3134,521
Present value of excess contributions2019-12-31162,469
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31171,502
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3132,274
Total employer contributions2019-12-31177,031
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31163,492
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3199,191
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31163,492
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,661,854
Acturial value of plan assets2018-12-311,661,854
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,174,825
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-311,174,825
Total participant count2018-12-315
Total funding target for all participants2018-12-311,174,825
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3130,555
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3130,555
Present value of excess contributions2018-12-31160,971
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31170,227
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3134,521
Total employer contributions2018-12-31177,477
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31162,469
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3193,572
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31162,469
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,326,591
Acturial value of plan assets2017-12-311,326,591
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31980,753
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31980,753
Total participant count2017-12-314
Total funding target for all participants2017-12-31980,753
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3127,963
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3127,963
Present value of excess contributions2017-12-31162,672
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31172,318
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3130,555
Total employer contributions2017-12-31176,791
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31160,971
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3179,547
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31160,971
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
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 participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,059,679
Acturial value of plan assets2016-12-311,059,679
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31813,347
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31813,347
Total participant count2016-12-314
Total funding target for all participants2016-12-31813,347
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3128,959
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3128,959
Present value of excess contributions2016-12-31161,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31171,799
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3127,963
Total employer contributions2016-12-31178,154
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31162,672
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3191,876
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31162,672
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
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 participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total income from all sources2023-12-31$252,166
Expenses. Total of all expenses incurred2023-12-31$3,338,234
Benefits paid (including direct rollovers)2023-12-31$3,310,790
Total plan assets at end of year2023-12-31$0
Total plan assets at beginning of year2023-12-31$3,086,068
Value of fidelity bond covering the plan2023-12-31$100,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$27,444
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$252,166
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-3,086,068
Net plan assets at end of year (total assets less liabilities)2023-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,086,068
Total contributions received or receivable from employer(s)2023-12-31$0
2022 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total income from all sources2022-12-31$-245,534
Expenses. Total of all expenses incurred2022-12-31$40,227
Total plan assets at end of year2022-12-31$3,086,068
Total plan assets at beginning of year2022-12-31$3,371,829
Value of fidelity bond covering the plan2022-12-31$100,000
Expenses. Other expenses not covered elsewhere2022-12-31$40,227
Other income received2022-12-31$-418,792
Net income (gross income less expenses)2022-12-31$-285,761
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,086,068
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,371,829
Total contributions received or receivable from employer(s)2022-12-31$173,258
2021 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$735,873
Expenses. Total of all expenses incurred2021-12-31$43,386
Total plan assets at end of year2021-12-31$3,371,829
Total plan assets at beginning of year2021-12-31$2,679,342
Value of fidelity bond covering the plan2021-12-31$100,000
Expenses. Other expenses not covered elsewhere2021-12-31$43,386
Other income received2021-12-31$558,908
Net income (gross income less expenses)2021-12-31$692,487
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,371,829
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,679,342
Total contributions received or receivable from employer(s)2021-12-31$176,965
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total income from all sources2020-12-31$349,087
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$2,679,342
Total plan assets at beginning of year2020-12-31$2,330,255
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$169,965
Net income (gross income less expenses)2020-12-31$349,087
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,679,342
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,330,255
Total contributions received or receivable from employer(s)2020-12-31$179,122
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total income from all sources2019-12-31$614,778
Expenses. Total of all expenses incurred2019-12-31$29,509
Total plan assets at end of year2019-12-31$2,330,255
Total plan assets at beginning of year2019-12-31$1,744,986
Value of fidelity bond covering the plan2019-12-31$100,000
Expenses. Other expenses not covered elsewhere2019-12-31$29,509
Other income received2019-12-31$437,747
Net income (gross income less expenses)2019-12-31$585,269
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,330,255
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,744,986
Total contributions received or receivable from employer(s)2019-12-31$177,031
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total income from all sources2018-12-31$101,850
Expenses. Total of all expenses incurred2018-12-31$25,282
Total plan assets at end of year2018-12-31$1,744,986
Total plan assets at beginning of year2018-12-31$1,668,418
Value of fidelity bond covering the plan2018-12-31$100,000
Expenses. Other expenses not covered elsewhere2018-12-31$25,282
Other income received2018-12-31$-75,627
Net income (gross income less expenses)2018-12-31$76,568
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,744,986
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,668,418
Total contributions received or receivable from employer(s)2018-12-31$177,477
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total income from all sources2017-12-31$355,733
Expenses. Total of all expenses incurred2017-12-31$19,741
Total plan assets at end of year2017-12-31$1,668,418
Total plan assets at beginning of year2017-12-31$1,332,426
Value of fidelity bond covering the plan2017-12-31$100,000
Expenses. Other expenses not covered elsewhere2017-12-31$19,741
Other income received2017-12-31$178,942
Net income (gross income less expenses)2017-12-31$335,992
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,668,418
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,332,426
Total contributions received or receivable from employer(s)2017-12-31$176,791
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total income from all sources2016-12-31$280,159
Expenses. Total of all expenses incurred2016-12-31$14,305
Total plan assets at end of year2016-12-31$1,332,426
Total plan assets at beginning of year2016-12-31$1,066,572
Value of fidelity bond covering the plan2016-12-31$100,000
Expenses. Other expenses not covered elsewhere2016-12-31$14,305
Other income received2016-12-31$102,005
Net income (gross income less expenses)2016-12-31$265,854
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,332,426
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,066,572
Total contributions received or receivable from employer(s)2016-12-31$178,154
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$156,023
Expenses. Total of all expenses incurred2015-12-31$10,313
Benefits paid (including direct rollovers)2015-12-31$2,434
Total plan assets at end of year2015-12-31$1,066,572
Total plan assets at beginning of year2015-12-31$920,862
Value of fidelity bond covering the plan2015-12-31$100,000
Expenses. Other expenses not covered elsewhere2015-12-31$7,879
Other income received2015-12-31$-22,669
Net income (gross income less expenses)2015-12-31$145,710
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,066,572
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$920,862
Total contributions received or receivable from employer(s)2015-12-31$178,692
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$186,937
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$920,862
Total plan assets at beginning of year2014-12-31$733,925
Value of fidelity bond covering the plan2014-12-31$75,000
Other income received2014-12-31$6,834
Net income (gross income less expenses)2014-12-31$186,937
Net plan assets at end of year (total assets less liabilities)2014-12-31$920,862
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$733,925
Total contributions received or receivable from employer(s)2014-12-31$180,103
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$209,874
Expenses. Total of all expenses incurred2013-12-31$1,683
Benefits paid (including direct rollovers)2013-12-31$1,683
Total plan assets at end of year2013-12-31$733,925
Total plan assets at beginning of year2013-12-31$525,734
Value of fidelity bond covering the plan2013-12-31$75,000
Other income received2013-12-31$28,089
Net income (gross income less expenses)2013-12-31$208,191
Net plan assets at end of year (total assets less liabilities)2013-12-31$733,925
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$525,734
Total contributions received or receivable from employer(s)2013-12-31$181,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$147,884
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$525,734
Total plan assets at beginning of year2012-12-31$377,850
Value of fidelity bond covering the plan2012-12-31$75,000
Other income received2012-12-31$19,449
Net income (gross income less expenses)2012-12-31$147,884
Net plan assets at end of year (total assets less liabilities)2012-12-31$525,734
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$377,850
Total contributions received or receivable from employer(s)2012-12-31$128,435
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$45,330
Expenses. Total of all expenses incurred2011-12-31$730
Total plan assets at end of year2011-12-31$377,850
Total plan assets at beginning of year2011-12-31$333,250
Value of fidelity bond covering the plan2011-12-31$25,000
Expenses. Other expenses not covered elsewhere2011-12-31$730
Other income received2011-12-31$-4,947
Net income (gross income less expenses)2011-12-31$44,600
Net plan assets at end of year (total assets less liabilities)2011-12-31$377,850
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$333,250
Total contributions received or receivable from employer(s)2011-12-31$50,277
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$64,515
Expenses. Total of all expenses incurred2010-12-31$2,488
Total plan assets at end of year2010-12-31$333,250
Total plan assets at beginning of year2010-12-31$271,223
Value of fidelity bond covering the plan2010-12-31$25,000
Expenses. Other expenses not covered elsewhere2010-12-31$2,488
Other income received2010-12-31$18,820
Net income (gross income less expenses)2010-12-31$62,027
Net plan assets at end of year (total assets less liabilities)2010-12-31$333,250
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$271,223
Total contributions received or receivable from employer(s)2010-12-31$45,695
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN

2023: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DUSTIN L. ROWE, DDS, INC. DEFINED BENEFIT PENSION 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

Insurance Providers Used on plan

PACIFIC LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVR08011543
Policy instance 1
Insurance contract or identification numberVR08011543
Insurance policy start date2015-01-01
Insurance policy end date2015-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVR08011543
Policy instance 1
Insurance contract or identification numberVR08011543
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVR08011543
Policy instance 1
Insurance contract or identification numberVR08011543
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PACIFIC LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVR08011543
Policy instance 1
Insurance contract or identification numberVR08011543
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees0
Insurance broker name
PACIFIC LIFE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberVR08011543
Policy instance 1
Insurance contract or identification numberVR08011543
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $730
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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