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MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 401k Plan overview

Plan NameMERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST
Plan identification number 001

MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 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
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MERIDIAN PEDIATRIC DENTAL GROUP, L. has sponsored the creation of one or more 401k plans.

Company Name:MERIDIAN PEDIATRIC DENTAL GROUP, L.
Employer identification number (EIN):455149070
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01J. BRITT MCCARTY, D.M.D.
0012015-01-01J. BRITT MCCARTY, D.M.D.
0012014-01-01J. BRITT MCCARTY, D.M.D.
0012013-01-01J. BRITT MCCARTY, D.M.D.
0012012-01-01J. BRITT MCCARTY, D.M.D.

Plan Statistics for MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST

401k plan membership statisitcs for MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST

Measure Date Value
2017: MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0114
Number of participants with account balances2017-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0114
Number of participants with account balances2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0114
Number of participants with account balances2015-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0113
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

Financial Data on MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST

Measure Date Value
2017 : MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2017 401k financial data
Total income from all sources2017-12-31$408,906
Expenses. Total of all expenses incurred2017-12-31$19,232
Benefits paid (including direct rollovers)2017-12-31$656
Total plan assets at end of year2017-12-31$3,107,369
Total plan assets at beginning of year2017-12-31$2,717,695
Value of fidelity bond covering the plan2017-12-31$600,000
Total contributions received or receivable from participants2017-12-31$76,422
Other income received2017-12-31$251,943
Net income (gross income less expenses)2017-12-31$389,674
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,107,369
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,717,695
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$80,541
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$18,576
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2016 401k financial data
Total income from all sources2016-12-31$322,301
Expenses. Total of all expenses incurred2016-12-31$21,809
Total plan assets at end of year2016-12-31$2,717,695
Total plan assets at beginning of year2016-12-31$2,417,203
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$79,652
Other income received2016-12-31$169,751
Net income (gross income less expenses)2016-12-31$300,492
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,717,695
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,417,203
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,136
Total contributions received or receivable from employer(s)2016-12-31$72,898
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$21,809
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2015 401k financial data
Total income from all sources2015-12-31$45,717
Expenses. Total of all expenses incurred2015-12-31$24,981
Benefits paid (including direct rollovers)2015-12-31$422
Total plan assets at end of year2015-12-31$2,417,203
Total plan assets at beginning of year2015-12-31$2,396,467
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$89,490
Other income received2015-12-31$-117,890
Net income (gross income less expenses)2015-12-31$20,736
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,417,203
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,396,467
Assets. Value of assets in partnership/joint-venture interests2015-12-31$25,802
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$2,219
Total contributions received or receivable from employer(s)2015-12-31$74,117
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$24,559
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$229,598
Expenses. Total of all expenses incurred2014-12-31$21,725
Total plan assets at end of year2014-12-31$2,396,467
Total plan assets at beginning of year2014-12-31$2,188,594
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$88,837
Other income received2014-12-31$68,649
Net income (gross income less expenses)2014-12-31$207,873
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,396,467
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,188,594
Assets. Value of assets in partnership/joint-venture interests2014-12-31$92,407
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$2,841
Total contributions received or receivable from employer(s)2014-12-31$72,112
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$21,725
2013 : MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$333,241
Expenses. Total of all expenses incurred2013-12-31$20,311
Benefits paid (including direct rollovers)2013-12-31$1,815
Total plan assets at end of year2013-12-31$2,188,594
Total plan assets at beginning of year2013-12-31$1,875,664
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$88,857
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$172,439
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$312,930
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,188,594
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,875,664
Assets. Value of assets in partnership/joint-venture interests2013-12-31$112,374
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$2,853
Total contributions received or receivable from employer(s)2013-12-31$71,945
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$18,496
2012 : MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$292,520
Expenses. Total of all expenses incurred2012-12-31$45,932
Benefits paid (including direct rollovers)2012-12-31$30,000
Total plan assets at end of year2012-12-31$1,875,664
Total plan assets at beginning of year2012-12-31$1,629,076
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$69,816
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$165,919
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$246,588
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,875,664
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,629,076
Assets. Value of assets in partnership/joint-venture interests2012-12-31$115,528
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$4,066
Total contributions received or receivable from employer(s)2012-12-31$56,785
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$15,932

Form 5500 Responses for MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST

2017: MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERIDIAN PEDIATRIC DENTAL RETIREMENT PLAN & TRUST TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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