BIGSBY AND TUNISON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST
401k plan membership statisitcs for VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST
Measure | Date | Value |
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2017: VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 22 |
Number of participants with account balances | 2017-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 21 |
Number of participants with account balances | 2016-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 20 |
Number of participants with account balances | 2015-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 20 |
Number of participants with account balances | 2014-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 18 |
Number of participants with account balances | 2013-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 19 |
Number of participants with account balances | 2012-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
Measure | Date | Value |
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2017 : VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $363,371 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,420,832 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,410,786 |
Total plan assets at end of year | 2017-12-31 | $1,393,339 |
Total plan assets at beginning of year | 2017-12-31 | $2,450,800 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $149,889 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $139,316 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-1,057,461 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,393,339 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,450,800 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $74,166 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $10,046 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $387,632 |
Expenses. Total of all expenses incurred | 2016-12-31 | $57,449 |
Benefits paid (including direct rollovers) | 2016-12-31 | $38,615 |
Total plan assets at end of year | 2016-12-31 | $2,450,800 |
Total plan assets at beginning of year | 2016-12-31 | $2,120,617 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $118,888 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $173,853 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $330,183 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,450,800 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,120,617 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $1,057 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $94,891 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $18,834 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $74,892 |
Expenses. Total of all expenses incurred | 2015-12-31 | $123,568 |
Benefits paid (including direct rollovers) | 2015-12-31 | $101,850 |
Total plan assets at end of year | 2015-12-31 | $2,120,617 |
Total plan assets at beginning of year | 2015-12-31 | $2,169,293 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $90,462 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-110,019 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-48,676 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,120,617 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,169,293 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $23,993 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $94,449 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $21,718 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $185,703 |
Expenses. Total of all expenses incurred | 2014-12-31 | $56,180 |
Benefits paid (including direct rollovers) | 2014-12-31 | $37,166 |
Total plan assets at end of year | 2014-12-31 | $2,169,293 |
Total plan assets at beginning of year | 2014-12-31 | $2,039,770 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $66,286 |
Other income received | 2014-12-31 | $60,463 |
Net income (gross income less expenses) | 2014-12-31 | $129,523 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,169,293 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,039,770 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $85,927 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $58,954 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $19,014 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $333,248 |
Expenses. Total of all expenses incurred | 2013-12-31 | $17,101 |
Benefits paid (including direct rollovers) | 2013-12-31 | $263 |
Total plan assets at end of year | 2013-12-31 | $2,039,770 |
Total plan assets at beginning of year | 2013-12-31 | $1,723,623 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Total contributions received or receivable from participants | 2013-12-31 | $73,865 |
Other income received | 2013-12-31 | $202,437 |
Net income (gross income less expenses) | 2013-12-31 | $316,147 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,039,770 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,723,623 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $104,494 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $56,946 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $16,838 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $328,530 |
Expenses. Total of all expenses incurred | 2012-12-31 | $12,772 |
Total plan assets at end of year | 2012-12-31 | $1,723,623 |
Total plan assets at beginning of year | 2012-12-31 | $1,407,865 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Total contributions received or receivable from participants | 2012-12-31 | $106,260 |
Other income received | 2012-12-31 | $148,502 |
Net income (gross income less expenses) | 2012-12-31 | $315,758 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,723,623 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,407,865 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $107,426 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $73,768 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $12,772 |
2017: VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: VALLEY DENTAL PEDIATRICS RETIREMENT PLAN & TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |