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ORTHODONTICS EAST, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameORTHODONTICS EAST, P.A. PROFIT SHARING PLAN
Plan identification number 001

ORTHODONTICS EAST, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ORTHODONTICS EAST, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ORTHODONTICS EAST, P.A.
Employer identification number (EIN):630759179
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHODONTICS EAST, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01GEORGE A. NELSON III2014-06-12 GEORGE A. NELSON III2014-06-12
0012012-01-01GEORGE A. NELSON III2013-07-27 GEORGE A. NELSON III2013-07-27
0012011-01-01GEORGE A. NELSON III GEORGE A. NELSON III2013-08-01
0012010-01-01GEORGE A. NELSON III
0012009-01-01GEORGE A. NELSON III

Financial Data on ORTHODONTICS EAST, P.A. PROFIT SHARING PLAN

Measure Date Value
2011 : ORTHODONTICS EAST, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$965
Total plan assets at end of year2011-12-31$2,119,032
Total plan assets at beginning of year2011-12-31$2,118,067
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$965
Net income (gross income less expenses)2011-12-31$965
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,119,032
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,118,067
2010 : ORTHODONTICS EAST, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$165,501
Total plan assets at end of year2010-12-31$2,118,067
Total plan assets at beginning of year2010-12-31$1,952,566
Value of fidelity bond covering the plan2010-12-31$250,000
Other income received2010-12-31$165,501
Net income (gross income less expenses)2010-12-31$165,501
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,118,067
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,952,566
Assets. Value of participant loans2010-12-31$6,038

Form 5500 Responses for ORTHODONTICS EAST, P.A. PROFIT SHARING PLAN

2011: ORTHODONTICS EAST, P.A. PROFIT SHARING 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
2010: ORTHODONTICS EAST, P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ORTHODONTICS EAST, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number14381
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number14381
Policy instance 1

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