RUDOLPH TAYLOR LIDDELL, D.M.D.,P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2014: BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 21 |
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 | 3 |
Total of all active and inactive participants | 2014-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 24 |
Number of participants with account balances | 2014-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 21 |
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 | 4 |
Total of all active and inactive participants | 2013-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 25 |
Number of participants with account balances | 2013-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 20 |
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 | 3 |
Total of all active and inactive participants | 2012-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 23 |
Number of participants with account balances | 2012-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 23 |
Number of participants with account balances | 2011-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 24 |
Number of participants with account balances | 2009-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2014 : BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $361,973 |
Expenses. Total of all expenses incurred | 2014-12-31 | $165,259 |
Benefits paid (including direct rollovers) | 2014-12-31 | $122,109 |
Total plan assets at end of year | 2014-12-31 | $4,110,496 |
Total plan assets at beginning of year | 2014-12-31 | $3,913,782 |
Value of fidelity bond covering the plan | 2014-12-31 | $450,000 |
Total contributions received or receivable from participants | 2014-12-31 | $130,698 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $112,794 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $196,714 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,110,496 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,913,782 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $166,676 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $118,481 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $43,150 |
2013 : BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $558,154 |
Expenses. Total of all expenses incurred | 2013-12-31 | $40,596 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,148 |
Total plan assets at end of year | 2013-12-31 | $3,913,782 |
Total plan assets at beginning of year | 2013-12-31 | $3,396,224 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $117,841 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $332,650 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $517,558 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,913,782 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,396,224 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $202,692 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $107,663 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $38,448 |
2012 : BRANDON DENTAL GROUP 401(K) PROFIT SHARING 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 | $525,067 |
Expenses. Total of all expenses incurred | 2012-12-31 | $108,041 |
Benefits paid (including direct rollovers) | 2012-12-31 | $77,034 |
Total plan assets at end of year | 2012-12-31 | $3,396,224 |
Total plan assets at beginning of year | 2012-12-31 | $2,979,198 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Total contributions received or receivable from participants | 2012-12-31 | $125,588 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $313,686 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $417,026 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,396,224 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,979,198 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $208,379 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $85,793 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $31,007 |
2011 : BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $239,107 |
Expenses. Total of all expenses incurred | 2011-12-31 | $32,160 |
Benefits paid (including direct rollovers) | 2011-12-31 | $4,503 |
Total plan assets at end of year | 2011-12-31 | $2,979,198 |
Total plan assets at beginning of year | 2011-12-31 | $2,772,251 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Total contributions received or receivable from participants | 2011-12-31 | $109,329 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $14,984 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $206,947 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,979,198 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,772,251 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $205,639 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $114,794 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $27,657 |
2010 : BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $467,592 |
Expenses. Total of all expenses incurred | 2010-12-31 | $23,757 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $2,772,251 |
Total plan assets at beginning of year | 2010-12-31 | $2,328,416 |
Value of fidelity bond covering the plan | 2010-12-31 | $230,000 |
Total contributions received or receivable from participants | 2010-12-31 | $120,870 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $231,599 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $443,835 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,772,251 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,328,416 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $202,346 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $88 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $115,123 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $23,757 |
2014: BRANDON DENTAL GROUP 401(K) PROFIT SHARING 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: BRANDON DENTAL GROUP 401(K) PROFIT SHARING 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: BRANDON DENTAL GROUP 401(K) PROFIT SHARING 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 |
2011: BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BRANDON DENTAL GROUP 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |