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MATTHEW P. CLINE DDS 401(K) PLAN 401k Plan overview

Plan NameMATTHEW P. CLINE DDS 401(K) PLAN
Plan identification number 001

MATTHEW P. CLINE DDS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

CLINE DENTAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:CLINE DENTAL GROUP
Employer identification number (EIN):431766083
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATTHEW P. CLINE DDS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01STACY CLINE2014-06-17
0012012-01-01STACY CLINE2013-07-22 STACY CLINE2013-07-02
0012011-01-01STACY CLINE
0012009-01-01MATTHEW CLINE

Plan Statistics for MATTHEW P. CLINE DDS 401(K) PLAN

401k plan membership statisitcs for MATTHEW P. CLINE DDS 401(K) PLAN

Measure Date Value
2011: MATTHEW P. CLINE DDS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
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 participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-010
2009: MATTHEW P. CLINE DDS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
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
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on MATTHEW P. CLINE DDS 401(K) PLAN

Measure Date Value
2011 : MATTHEW P. CLINE DDS 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total income from all sources2011-12-31$53,127
Expenses. Total of all expenses incurred2011-12-31$107
Benefits paid (including direct rollovers)2011-12-31$36
Total plan assets at end of year2011-12-31$632,577
Total plan assets at beginning of year2011-12-31$579,557
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$38,574
Expenses. Other expenses not covered elsewhere2011-12-31$71
Other income received2011-12-31$-31,580
Net income (gross income less expenses)2011-12-31$53,020
Net plan assets at end of year (total assets less liabilities)2011-12-31$632,577
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$579,557
Total contributions received or receivable from employer(s)2011-12-31$46,133
2010 : MATTHEW P. CLINE DDS 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$141,814
Expenses. Total of all expenses incurred2010-12-31$15,531
Benefits paid (including direct rollovers)2010-12-31$15,428
Total plan assets at end of year2010-12-31$579,557
Total plan assets at beginning of year2010-12-31$453,274
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$38,713
Other income received2010-12-31$58,526
Net income (gross income less expenses)2010-12-31$126,283
Net plan assets at end of year (total assets less liabilities)2010-12-31$579,557
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$453,274
Total contributions received or receivable from employer(s)2010-12-31$44,575
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$103
2009 : MATTHEW P. CLINE DDS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MATTHEW P. CLINE DDS 401(K) PLAN

2011: MATTHEW P. CLINE DDS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MATTHEW P. CLINE DDS 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84043-1
Policy instance 1
Insurance contract or identification numberRM 84043-1
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,370
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84043-1
Policy instance 1
Insurance contract or identification numberRM 84043-1
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,788
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,222
Insurance broker organization code?3
Insurance broker nameDAVID C BRUDER

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