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| Plan Name | PATRICK L. SWEENEY, D.D.S., P.L.L.C. EMPLOYEES' PENSION TRUST |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | PATRICK L. SWEENEY, D.D.S., P.L.L.C. |
| Employer identification number (EIN): | 382354776 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2014-11-01 | ||||
| 002 | 2013-11-01 | ||||
| 002 | 2012-11-01 | DIANE HEBERT | 2013-12-18 | ||
| 002 | 2011-11-01 | DIANE HEBERT | |||
| 002 | 2009-11-01 | JAMES CONSOLATI | |||
| 002 | 2008-11-01 |
| Measure | Date | Value |
|---|---|---|
| 2011: PATRICK L. SWEENEY, D.D.S., P.L.L.C. EMPLOYEES' PENSION TRUST 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 0 |
| Total of all active and inactive participants | 2011-11-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
| Total participants | 2011-11-01 | 2 |
| Number of participants with account balances | 2011-11-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
| 2009: PATRICK L. SWEENEY, D.D.S., P.L.L.C. EMPLOYEES' PENSION TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-11-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 0 |
| Total of all active and inactive participants | 2009-11-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
| Total participants | 2009-11-01 | 2 |
| Number of participants with account balances | 2009-11-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
| 2011: PATRICK L. SWEENEY, D.D.S., P.L.L.C. EMPLOYEES' PENSION TRUST 2011 form 5500 responses | ||
|---|---|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | No |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-11-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009: PATRICK L. SWEENEY, D.D.S., P.L.L.C. EMPLOYEES' PENSION TRUST 2009 form 5500 responses | ||
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-11-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2008: PATRICK L. SWEENEY, D.D.S., P.L.L.C. EMPLOYEES' PENSION TRUST 2008 form 5500 responses | ||
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 8049 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 8049 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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