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ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN
Plan identification number 002

ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

ROBBIE R. ATKINSON, D.D.S., M.D., LTD. has sponsored the creation of one or more 401k plans.

Company Name:ROBBIE R. ATKINSON, D.D.S., M.D., LTD.
Employer identification number (EIN):710531492
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01ROBBIE ATKINSON, PRESIDENT
0022017-01-01ROBBIE ATKINSON, PRESIDENT
0022016-01-01ROBBIE ATKINSON, PRESIDENT
0022015-01-01JAMES C. MOSER, JR., AUTHORIZED MEM
0022014-01-01JAMES C. MOSER, JR., AUTHORIZED REP
0022013-01-01JAMES MOSER, AUTHORIZED MEMBER
0022012-01-01JAMES C. MOSER, JR.
0022009-01-01JAMES MOSER JR.

Plan Statistics for ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN

Measure Date Value
2022: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-010
Total of all active and inactive participants2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
Number of participants with account balances2020-01-010
2019: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-014
2013: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
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 participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN

Measure Date Value
2022 : ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-504,335
Expenses. Total of all expenses incurred2022-12-31$3,210,881
Benefits paid (including direct rollovers)2022-12-31$3,165,806
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$3,715,216
Value of fidelity bond covering the plan2022-12-31$257,996
Other income received2022-12-31$-504,335
Net income (gross income less expenses)2022-12-31$-3,715,216
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,715,216
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$45,075
2021 : ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$406,213
Expenses. Total of all expenses incurred2021-12-31$199,157
Benefits paid (including direct rollovers)2021-12-31$139,580
Total plan assets at end of year2021-12-31$3,715,216
Total plan assets at beginning of year2021-12-31$3,508,160
Value of fidelity bond covering the plan2021-12-31$257,996
Other income received2021-12-31$406,213
Net income (gross income less expenses)2021-12-31$207,056
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,715,216
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,508,160
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$59,577
2020 : ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$534,829
Expenses. Total of all expenses incurred2020-12-31$146,336
Benefits paid (including direct rollovers)2020-12-31$94,106
Total plan assets at end of year2020-12-31$3,508,160
Total plan assets at beginning of year2020-12-31$3,119,667
Value of fidelity bond covering the plan2020-12-31$257,996
Other income received2020-12-31$534,829
Net income (gross income less expenses)2020-12-31$388,493
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,508,160
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,119,667
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$52,230
2019 : ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$542,515
Expenses. Total of all expenses incurred2019-12-31$46,944
Total plan assets at end of year2019-12-31$3,119,667
Total plan assets at beginning of year2019-12-31$2,624,096
Value of fidelity bond covering the plan2019-12-31$257,996
Other income received2019-12-31$488,286
Net income (gross income less expenses)2019-12-31$495,571
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,119,667
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,624,096
Total contributions received or receivable from employer(s)2019-12-31$54,229
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$46,944
2018 : ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-76,743
Expenses. Total of all expenses incurred2018-12-31$147,198
Benefits paid (including direct rollovers)2018-12-31$99,454
Total plan assets at end of year2018-12-31$2,624,096
Total plan assets at beginning of year2018-12-31$2,848,037
Value of fidelity bond covering the plan2018-12-31$257,996
Other income received2018-12-31$-133,981
Net income (gross income less expenses)2018-12-31$-223,941
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,624,096
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,848,037
Total contributions received or receivable from employer(s)2018-12-31$57,238
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$47,744
2017 : ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$405,066
Expenses. Total of all expenses incurred2017-12-31$136,986
Benefits paid (including direct rollovers)2017-12-31$91,459
Total plan assets at end of year2017-12-31$2,848,037
Total plan assets at beginning of year2017-12-31$2,579,957
Value of fidelity bond covering the plan2017-12-31$257,996
Other income received2017-12-31$340,822
Net income (gross income less expenses)2017-12-31$268,080
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,848,037
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,579,957
Total contributions received or receivable from employer(s)2017-12-31$64,244
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$45,527
2016 : ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$190,264
Expenses. Total of all expenses incurred2016-12-31$43,345
Benefits paid (including direct rollovers)2016-12-31$1,845
Total plan assets at end of year2016-12-31$2,579,957
Total plan assets at beginning of year2016-12-31$2,433,038
Value of fidelity bond covering the plan2016-12-31$257,996
Other income received2016-12-31$122,068
Net income (gross income less expenses)2016-12-31$146,919
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,579,957
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,433,038
Total contributions received or receivable from employer(s)2016-12-31$68,196
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$41,500
2015 : ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$62,383
Expenses. Total of all expenses incurred2015-12-31$40,556
Total plan assets at end of year2015-12-31$2,433,038
Total plan assets at beginning of year2015-12-31$2,411,211
Value of fidelity bond covering the plan2015-12-31$244,303
Other income received2015-12-31$-6,060
Net income (gross income less expenses)2015-12-31$21,827
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,433,038
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,411,211
Total contributions received or receivable from employer(s)2015-12-31$68,443
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$40,556
2014 : ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$123,042
Expenses. Total of all expenses incurred2014-12-31$27,528
Benefits paid (including direct rollovers)2014-12-31$1,990
Total plan assets at end of year2014-12-31$2,411,211
Total plan assets at beginning of year2014-12-31$2,315,697
Value of fidelity bond covering the plan2014-12-31$193,847
Other income received2014-12-31$65,582
Net income (gross income less expenses)2014-12-31$95,514
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,411,211
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,315,697
Total contributions received or receivable from employer(s)2014-12-31$57,460
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$25,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$411,412
Expenses. Total of all expenses incurred2013-12-31$34,184
Total plan assets at end of year2013-12-31$2,315,697
Total plan assets at beginning of year2013-12-31$1,938,469
Value of fidelity bond covering the plan2013-12-31$193,847
Other income received2013-12-31$342,607
Net income (gross income less expenses)2013-12-31$377,228
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,315,697
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,938,469
Total contributions received or receivable from employer(s)2013-12-31$68,805
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$34,184
2012 : ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$228,000
Expenses. Total of all expenses incurred2012-12-31$123,120
Benefits paid (including direct rollovers)2012-12-31$92,889
Total plan assets at end of year2012-12-31$1,938,469
Total plan assets at beginning of year2012-12-31$1,833,589
Value of fidelity bond covering the plan2012-12-31$193,847
Other income received2012-12-31$160,553
Net income (gross income less expenses)2012-12-31$104,880
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,938,469
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,833,589
Total contributions received or receivable from employer(s)2012-12-31$67,447
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$30,231

Form 5500 Responses for ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN

2022: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: ROBBIE R. ATKINSON, D.D.S., M.D., LTD. 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

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