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RICHARD B TODD JR DDS PA PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD B TODD JR DDS PA PROFIT SHARING PLAN
Plan identification number 001

RICHARD B TODD JR DDS PA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

RICHARD B TODD JR DDS PA has sponsored the creation of one or more 401k plans.

Company Name:RICHARD B TODD JR DDS PA
Employer identification number (EIN):561067143
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD B TODD JR DDS PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-02-01RICHARD B TODD JR DDS PA2012-06-07 RICHARD B TODD JR DDS PA2012-06-07

Financial Data on RICHARD B TODD JR DDS PA PROFIT SHARING PLAN

Measure Date Value
2011 : RICHARD B TODD JR DDS PA PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$658
Expenses. Total of all expenses incurred2011-09-30$102,875
Benefits paid (including direct rollovers)2011-09-30$102,857
Total plan assets at end of year2011-09-30$0
Total plan assets at beginning of year2011-09-30$102,217
Value of fidelity bond covering the plan2011-09-30$0
Assets. Value of tangible personal property2011-09-30$0
Total contributions received or receivable from participants2011-09-30$0
Assets. Value of loans (other than to participants)2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$18
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$658
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$-102,217
Net plan assets at end of year (total assets less liabilities)2011-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$102,217
Assets. Value of participant loans2011-09-30$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-09-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-09-30$0
Assets. Value of assets in partnership/joint-venture interests2011-09-30$0
Assets. Value of real-estate (other than employer real property)2011-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-09-30$0
Assets. Value of employer securities2011-09-30$0
Assets. Value of employer real property2011-09-30$0
Total contributions received or receivable from employer(s)2011-09-30$0
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0
Transfers to/from the plan2011-01-31$0
Total plan liabilities at end of year2011-01-31$0
Total plan liabilities at beginning of year2011-01-31$0
Total income from all sources2011-01-31$2,659
Expenses. Total of all expenses incurred2011-01-31$60
Benefits paid (including direct rollovers)2011-01-31$0
Total plan assets at end of year2011-01-31$102,217
Total plan assets at beginning of year2011-01-31$99,618
Value of fidelity bond covering the plan2011-01-31$100,000
Assets. Value of tangible personal property2011-01-31$0
Total contributions received or receivable from participants2011-01-31$0
Assets. Value of loans (other than to participants)2011-01-31$0
Expenses. Other expenses not covered elsewhere2011-01-31$60
Contributions received from other sources (not participants or employers)2011-01-31$0
Other income received2011-01-31$2,659
Noncash contributions received2011-01-31$0
Net income (gross income less expenses)2011-01-31$2,599
Net plan assets at end of year (total assets less liabilities)2011-01-31$102,217
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$99,618
Assets. Value of participant loans2011-01-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-01-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-01-31$0
Assets. Value of assets in partnership/joint-venture interests2011-01-31$0
Assets. Value of real-estate (other than employer real property)2011-01-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-01-31$0
Assets. Value of employer securities2011-01-31$0
Assets. Value of employer real property2011-01-31$0
Total contributions received or receivable from employer(s)2011-01-31$0
Value of certain deemed distributions of participant loans2011-01-31$0
Value of corrective distributions2011-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-31$0

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number561067143D1
Policy instance 1
Insurance contract or identification number561067143D1
Number of Individuals Covered5
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number561067143D1
Policy instance 2
Insurance contract or identification number561067143D1
Number of Individuals Covered5
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number561067143D1
Policy instance 3
Insurance contract or identification number561067143D1
Number of Individuals Covered5
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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