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UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN
Plan identification number 001

UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT 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
  • 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

UNIVERSITY GENERAL DENTISTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY GENERAL DENTISTS, P.C.
Employer identification number (EIN):621830008
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01O. LEE WILSON2024-07-15
0012022-01-01O. LEE WILSON2023-08-14
0012021-01-01O. LEE WILSON2022-10-03
0012020-01-01O. LEE WILSON2021-07-12
0012019-01-01O. LEE WILSON2020-10-05
0012018-01-01O. LEE WILSON2019-10-01
0012017-01-01O. LEE WILSON2018-08-31
0012016-01-01O. LEE WILSON2017-07-04
0012015-01-01O. LEE WILSON2016-10-11
0012014-01-01O. LEE WILSON2015-09-22
0012013-01-01LEE WILSON
0012012-01-01LEE WILSON
0012011-01-01LEE WILSON
0012010-01-01LEE WILSON
0012009-01-01LEE WILSON

Plan Statistics for UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN

Measure Date Value
2013: UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0116
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 participants2012-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0118
Number of participants with account balances2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-0117
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0118
Number of participants with account balances2010-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0116
Number of participants with account balances2009-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN

Measure Date Value
2013 : UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 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$385,716
Expenses. Total of all expenses incurred2013-12-31$34,179
Benefits paid (including direct rollovers)2013-12-31$34,179
Total plan assets at end of year2013-12-31$1,782,162
Total plan assets at beginning of year2013-12-31$1,430,625
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$228,836
Net income (gross income less expenses)2013-12-31$351,537
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,782,162
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,430,625
Total contributions received or receivable from employer(s)2013-12-31$156,880
2012 : UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$239,172
Expenses. Total of all expenses incurred2012-12-31$23,887
Benefits paid (including direct rollovers)2012-12-31$11,567
Total plan assets at end of year2012-12-31$1,430,625
Total plan assets at beginning of year2012-12-31$1,215,340
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$105,650
Net income (gross income less expenses)2012-12-31$215,285
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,430,625
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,215,340
Total contributions received or receivable from employer(s)2012-12-31$133,522
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,320
2011 : UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT 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$95,420
Total plan assets at end of year2011-12-31$1,215,340
Total plan assets at beginning of year2011-12-31$1,119,920
Value of fidelity bond covering the plan2011-12-31$125,000
Total contributions received or receivable from participants2011-12-31$0
Other income received2011-12-31$-41,927
Net income (gross income less expenses)2011-12-31$95,420
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,215,340
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,119,920
Total contributions received or receivable from employer(s)2011-12-31$137,347
2010 : UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total income from all sources2010-12-31$215,481
Expenses. Total of all expenses incurred2010-12-31$5,445
Benefits paid (including direct rollovers)2010-12-31$5,353
Total plan assets at end of year2010-12-31$1,119,920
Total plan assets at beginning of year2010-12-31$909,884
Value of fidelity bond covering the plan2010-12-31$125,000
Expenses. Other expenses not covered elsewhere2010-12-31$92
Other income received2010-12-31$96,528
Net income (gross income less expenses)2010-12-31$210,036
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,119,920
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$909,884
Total contributions received or receivable from employer(s)2010-12-31$118,953

Form 5500 Responses for UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN

2013: UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT 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: UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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