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RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 401k Plan overview

Plan NameRUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN
Plan identification number 001

RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

TOLMIE, CORSIG, KERR & CORWIN, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:TOLMIE, CORSIG, KERR & CORWIN, DDS, PA
Employer identification number (EIN):561101594
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KENNETH CORSIG2023-06-11 KENNETH CORSIG2023-06-11
0012021-01-01KENNETH CORSIG2022-06-29 KENNETH CORSIG2022-06-29
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEN CORSIG
0012016-01-01KEN CORSIG
0012015-01-01KEN CORSIG
0012014-01-01KEN CORSIG
0012013-01-01KEN CORSIG
0012012-01-01KEN CORSIG
0012011-01-01KEN CORSIG KEN CORSIG2012-04-20
0012009-01-01KEN CORSIG KEN CORSIG2012-03-01
0012009-01-01KENNETH CORSIG KENNETH CORSIG2010-09-07

Plan Statistics for RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN

401k plan membership statisitcs for RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN

Measure Date Value
2020: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0141
Total number of active participants reported on line 7a of the Form 55002020-01-0135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0145
Number of participants with account balances2020-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0141
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0140
Number of participants with account balances2019-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0140
Total number of active participants reported on line 7a of the Form 55002018-01-0135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0140
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0136
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0136
Number of participants with account balances2017-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0137
Total number of active participants reported on line 7a of the Form 55002016-01-0131
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0136
Number of participants with account balances2016-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0134
Total number of active participants reported on line 7a of the Form 55002015-01-0132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0137
Number of participants with account balances2015-01-0137
2014: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0133
Total number of active participants reported on line 7a of the Form 55002014-01-0129
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0134
Total participants2014-01-0134
Number of participants with account balances2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0134
Total number of active participants reported on line 7a of the Form 55002013-01-0128
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0133
Number of participants with account balances2013-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0133
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0134
Total participants2012-01-0134
Number of participants with account balances2012-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-0132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0133
Number of participants with account balances2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0132
Total number of active participants reported on line 7a of the Form 55002009-01-0130
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 participants2009-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0131
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN

Measure Date Value
2020 : RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$2,211,765
Expenses. Total of all expenses incurred2020-12-31$622,106
Benefits paid (including direct rollovers)2020-12-31$601,707
Total plan assets at end of year2020-12-31$9,048,774
Total plan assets at beginning of year2020-12-31$7,459,115
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$196,060
Contributions received from other sources (not participants or employers)2020-12-31$992,257
Other income received2020-12-31$934,873
Net income (gross income less expenses)2020-12-31$1,589,659
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,048,774
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,459,115
Assets. Value of participant loans2020-12-31$28,938
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$88,575
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$20,399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,499,140
Expenses. Total of all expenses incurred2019-12-31$53,472
Benefits paid (including direct rollovers)2019-12-31$36,067
Total plan assets at end of year2019-12-31$7,459,115
Total plan assets at beginning of year2019-12-31$6,013,447
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$214,364
Other income received2019-12-31$1,197,393
Net income (gross income less expenses)2019-12-31$1,445,668
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,459,115
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,013,447
Assets. Value of participant loans2019-12-31$16,812
Assets. Value of assets in partnership/joint-venture interests2019-12-31$500,000
Total contributions received or receivable from employer(s)2019-12-31$87,383
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$17,405
2018 : RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$55,863
Expenses. Total of all expenses incurred2018-12-31$18,164
Benefits paid (including direct rollovers)2018-12-31$2,151
Total plan assets at end of year2018-12-31$6,013,447
Total plan assets at beginning of year2018-12-31$5,975,748
Value of fidelity bond covering the plan2018-12-31$750,000
Total contributions received or receivable from participants2018-12-31$200,851
Other income received2018-12-31$-323,194
Net income (gross income less expenses)2018-12-31$37,699
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,013,447
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,975,748
Assets. Value of participant loans2018-12-31$35,377
Assets. Value of assets in partnership/joint-venture interests2018-12-31$428,691
Total contributions received or receivable from employer(s)2018-12-31$178,206
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$16,013
2017 : RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,092,004
Expenses. Total of all expenses incurred2017-12-31$14,806
Benefits paid (including direct rollovers)2017-12-31$282
Total plan assets at end of year2017-12-31$5,975,748
Total plan assets at beginning of year2017-12-31$4,898,550
Value of fidelity bond covering the plan2017-12-31$750,000
Total contributions received or receivable from participants2017-12-31$186,829
Other income received2017-12-31$732,771
Net income (gross income less expenses)2017-12-31$1,077,198
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,975,748
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,898,550
Assets. Value of participant loans2017-12-31$47,077
Assets. Value of assets in partnership/joint-venture interests2017-12-31$273,465
Total contributions received or receivable from employer(s)2017-12-31$172,404
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$14,524
2016 : RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$643,255
Expenses. Total of all expenses incurred2016-12-31$38,997
Benefits paid (including direct rollovers)2016-12-31$23,939
Total plan assets at end of year2016-12-31$4,898,550
Total plan assets at beginning of year2016-12-31$4,294,292
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$180,440
Other income received2016-12-31$296,947
Net income (gross income less expenses)2016-12-31$604,258
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,898,550
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,294,292
Assets. Value of participant loans2016-12-31$8,937
Assets. Value of assets in partnership/joint-venture interests2016-12-31$130,422
Total contributions received or receivable from employer(s)2016-12-31$165,868
Value of certain deemed distributions of participant loans2016-12-31$1,950
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$13,108
2015 : RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$238,680
Expenses. Total of all expenses incurred2015-12-31$88,438
Benefits paid (including direct rollovers)2015-12-31$76,121
Total plan assets at end of year2015-12-31$4,294,292
Total plan assets at beginning of year2015-12-31$4,144,050
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$156,479
Other income received2015-12-31$-54,860
Net income (gross income less expenses)2015-12-31$150,242
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,294,292
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,144,050
Assets. Value of participant loans2015-12-31$24,476
Assets. Value of assets in partnership/joint-venture interests2015-12-31$113,338
Total contributions received or receivable from employer(s)2015-12-31$137,061
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12,317
2014 : RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$665,494
Expenses. Total of all expenses incurred2014-12-31$26,880
Benefits paid (including direct rollovers)2014-12-31$15,395
Total plan assets at end of year2014-12-31$4,144,050
Total plan assets at beginning of year2014-12-31$3,505,436
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$137,053
Other income received2014-12-31$401,770
Net income (gross income less expenses)2014-12-31$638,614
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,144,050
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,505,436
Assets. Value of participant loans2014-12-31$49,248
Assets. Value of assets in partnership/joint-venture interests2014-12-31$67,156
Total contributions received or receivable from employer(s)2014-12-31$126,671
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,485
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$596,756
Expenses. Total of all expenses incurred2013-12-31$50,096
Benefits paid (including direct rollovers)2013-12-31$40,271
Total plan assets at end of year2013-12-31$3,505,436
Total plan assets at beginning of year2013-12-31$2,958,776
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$111,220
Expenses. Other expenses not covered elsewhere2013-12-31$9,825
Other income received2013-12-31$367,846
Net income (gross income less expenses)2013-12-31$546,660
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,505,436
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,958,776
Assets. Value of participant loans2013-12-31$88,166
Assets. Value of assets in partnership/joint-venture interests2013-12-31$96,025
Total contributions received or receivable from employer(s)2013-12-31$117,690
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$453,625
Expenses. Total of all expenses incurred2012-12-31$251,760
Benefits paid (including direct rollovers)2012-12-31$250,880
Total plan assets at end of year2012-12-31$2,958,776
Total plan assets at beginning of year2012-12-31$2,756,911
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$101,783
Expenses. Other expenses not covered elsewhere2012-12-31$880
Other income received2012-12-31$185,239
Net income (gross income less expenses)2012-12-31$201,865
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,958,776
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,756,911
Assets. Value of participant loans2012-12-31$88,279
Assets. Value of assets in partnership/joint-venture interests2012-12-31$296,715
Total contributions received or receivable from employer(s)2012-12-31$166,603
2011 : RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$114,215
Expenses. Total of all expenses incurred2011-12-31$238,609
Benefits paid (including direct rollovers)2011-12-31$235,526
Total plan assets at end of year2011-12-31$2,756,911
Total plan assets at beginning of year2011-12-31$2,881,305
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$96,548
Contributions received from other sources (not participants or employers)2011-12-31$35,277
Other income received2011-12-31$-77,220
Net income (gross income less expenses)2011-12-31$-124,394
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,756,911
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,881,305
Assets. Value of participant loans2011-12-31$85,097
Assets. Value of assets in partnership/joint-venture interests2011-12-31$324,880
Total contributions received or receivable from employer(s)2011-12-31$59,610
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,083
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$362,159
Expenses. Total of all expenses incurred2010-12-31$2,452
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,881,305
Total plan assets at beginning of year2010-12-31$2,521,598
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$96,390
Contributions received from other sources (not participants or employers)2010-12-31$1,012
Other income received2010-12-31$163,651
Net income (gross income less expenses)2010-12-31$359,707
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,881,305
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,521,598
Assets. Value of participant loans2010-12-31$13,642
Assets. Value of assets in partnership/joint-venture interests2010-12-31$494,110
Total contributions received or receivable from employer(s)2010-12-31$101,106
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,452
2009 : RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 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 RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN

2020: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RUBINS, TOLMIE, CORSIG & KERR, DDS, PA 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803501-000
Policy instance 1
Insurance contract or identification number803501-000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803501-000
Policy instance 1
Insurance contract or identification number803501-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $23,418
Total amount of fees paid to insurance companyUSD $2,959
Commission paid to Insurance BrokerUSD $23,418
Insurance broker organization code?3
Amount paid for insurance broker fees2959
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803501-000
Policy instance 1
Insurance contract or identification number803501-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $21,471
Total amount of fees paid to insurance companyUSD $2,692
Commission paid to Insurance BrokerUSD $21,471
Insurance broker organization code?3
Amount paid for insurance broker fees2692
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803501-000
Policy instance 1
Insurance contract or identification number803501-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,946
Total amount of fees paid to insurance companyUSD $2,375
Commission paid to Insurance BrokerUSD $18,946
Insurance broker organization code?3
Amount paid for insurance broker fees2375
Insurance broker nameQUALIFIED PLAN ADMINISTRATORS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803501-000
Policy instance 1
Insurance contract or identification number803501-000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,093
Total amount of fees paid to insurance companyUSD $1,852
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 $15,093
Insurance broker organization code?3
Amount paid for insurance broker fees1852
Insurance broker nameQUALIFIED PLAN ADMINISTRATORS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803501-000
Policy instance 1
Insurance contract or identification number803501-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,081
Total amount of fees paid to insurance companyUSD $1,617
Commission paid to Insurance BrokerUSD $13,081
Insurance broker organization code?3
Amount paid for insurance broker fees1617
Insurance broker nameQUALIFIED PLAN ADMINISTRATORS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803501-000
Policy instance 1
Insurance contract or identification number803501-000
Number of Individuals Covered33
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,395
Total amount of fees paid to insurance companyUSD $4,946
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,395
Insurance broker organization code?3
Amount paid for insurance broker fees4946
Insurance broker nameQUALIFIED PLAN ADMINISTRATORS, INC.

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