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ROBERT V GRAYBILL DDS KEOGH PLAN 401k Plan overview

Plan NameROBERT V GRAYBILL DDS KEOGH PLAN
Plan identification number 001

ROBERT V GRAYBILL DDS KEOGH PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

ROBERT GRAYBILL DDS has sponsored the creation of one or more 401k plans.

Company Name:ROBERT GRAYBILL DDS
Employer identification number (EIN):710564091
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT V GRAYBILL DDS KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROBERT GRAYBILL ROBERT GRAYBILL2019-06-12
0012017-01-01ROBERT GRAYBILL ROBERT GRAYBILL2018-05-22
0012016-01-01ROBERT GRAYBILL ROBERT GRAYBILL2017-07-11
0012015-01-01ROBERT GRAYBILL ROBERT GRAYBILL2016-08-02
0012014-01-01ROBERT GRAYBILL ROBERT GRAYBILL2015-07-23
0012013-01-01ROBERT GRAYBILL ROBERT GRAYBILL2014-07-17
0012012-01-01ROBERT GRAYBILL ROBERT GRAYBILL2013-07-22
0012011-01-01ROBERT GRAYBILL ROBERT GRAYBILL2012-07-31
0012010-01-01ROBERT GRAYBILL ROBERT GRAYBILL2011-07-14
0012009-01-01ROBERT GRAYBILL ROBERT GRAYBILL2010-07-29

Plan Statistics for ROBERT V GRAYBILL DDS KEOGH PLAN

401k plan membership statisitcs for ROBERT V GRAYBILL DDS KEOGH PLAN

Measure Date Value
2023: ROBERT V GRAYBILL DDS KEOGH PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROBERT V GRAYBILL DDS KEOGH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBERT V GRAYBILL DDS KEOGH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT V GRAYBILL DDS KEOGH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT V GRAYBILL DDS KEOGH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT V GRAYBILL DDS KEOGH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT V GRAYBILL DDS KEOGH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT V GRAYBILL DDS KEOGH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT V GRAYBILL DDS KEOGH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT V GRAYBILL DDS KEOGH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT V GRAYBILL DDS KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-010
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 participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT V GRAYBILL DDS KEOGH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT V GRAYBILL DDS KEOGH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT V GRAYBILL DDS KEOGH PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: ROBERT V GRAYBILL DDS KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on ROBERT V GRAYBILL DDS KEOGH PLAN

Measure Date Value
2023 : ROBERT V GRAYBILL DDS KEOGH PLAN 2023 401k financial data
Total income from all sources2023-12-31$3,391
Expenses. Total of all expenses incurred2023-12-31$53,282
Benefits paid (including direct rollovers)2023-12-31$53,282
Total plan assets at end of year2023-12-31$35,493
Total plan assets at beginning of year2023-12-31$85,384
Other income received2023-12-31$3,391
Net income (gross income less expenses)2023-12-31$-49,891
Net plan assets at end of year (total assets less liabilities)2023-12-31$35,493
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$85,384
2022 : ROBERT V GRAYBILL DDS KEOGH PLAN 2022 401k financial data
Total income from all sources2022-12-31$3,318
Expenses. Total of all expenses incurred2022-12-31$3,164
Benefits paid (including direct rollovers)2022-12-31$3,164
Total plan assets at end of year2022-12-31$85,384
Total plan assets at beginning of year2022-12-31$85,230
Other income received2022-12-31$3,318
Net income (gross income less expenses)2022-12-31$154
Net plan assets at end of year (total assets less liabilities)2022-12-31$85,384
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$85,230
2021 : ROBERT V GRAYBILL DDS KEOGH PLAN 2021 401k financial data
Total income from all sources2021-12-31$4,733
Expenses. Total of all expenses incurred2021-12-31$44,971
Benefits paid (including direct rollovers)2021-12-31$44,971
Total plan assets at end of year2021-12-31$85,230
Total plan assets at beginning of year2021-12-31$125,468
Other income received2021-12-31$4,733
Net income (gross income less expenses)2021-12-31$-40,238
Net plan assets at end of year (total assets less liabilities)2021-12-31$85,230
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$125,468
2020 : ROBERT V GRAYBILL DDS KEOGH PLAN 2020 401k financial data
Total income from all sources2020-12-31$6,351
Expenses. Total of all expenses incurred2020-12-31$50,000
Benefits paid (including direct rollovers)2020-12-31$50,000
Total plan assets at end of year2020-12-31$125,468
Total plan assets at beginning of year2020-12-31$169,117
Other income received2020-12-31$6,351
Net income (gross income less expenses)2020-12-31$-43,649
Net plan assets at end of year (total assets less liabilities)2020-12-31$125,468
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$169,117
2019 : ROBERT V GRAYBILL DDS KEOGH PLAN 2019 401k financial data
Total income from all sources2019-12-31$8,191
Expenses. Total of all expenses incurred2019-12-31$47,893
Benefits paid (including direct rollovers)2019-12-31$47,893
Total plan assets at end of year2019-12-31$169,117
Total plan assets at beginning of year2019-12-31$208,819
Other income received2019-12-31$8,191
Net income (gross income less expenses)2019-12-31$-39,702
Net plan assets at end of year (total assets less liabilities)2019-12-31$169,117
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$208,819
2018 : ROBERT V GRAYBILL DDS KEOGH PLAN 2018 401k financial data
Total income from all sources2018-12-31$8,202
Expenses. Total of all expenses incurred2018-12-31$7,610
Benefits paid (including direct rollovers)2018-12-31$7,610
Total plan assets at end of year2018-12-31$208,819
Total plan assets at beginning of year2018-12-31$208,227
Other income received2018-12-31$8,202
Net income (gross income less expenses)2018-12-31$592
Net plan assets at end of year (total assets less liabilities)2018-12-31$208,819
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$208,227
2017 : ROBERT V GRAYBILL DDS KEOGH PLAN 2017 401k financial data
Total income from all sources2017-12-31$7,948
Total plan assets at end of year2017-12-31$208,227
Total plan assets at beginning of year2017-12-31$200,279
Other income received2017-12-31$7,948
Net income (gross income less expenses)2017-12-31$7,948
Net plan assets at end of year (total assets less liabilities)2017-12-31$208,227
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$200,279
2016 : ROBERT V GRAYBILL DDS KEOGH PLAN 2016 401k financial data
Total income from all sources2016-12-31$7,643
Total plan assets at end of year2016-12-31$200,279
Total plan assets at beginning of year2016-12-31$192,636
Other income received2016-12-31$7,643
Net income (gross income less expenses)2016-12-31$7,643
Net plan assets at end of year (total assets less liabilities)2016-12-31$200,279
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$192,636
2015 : ROBERT V GRAYBILL DDS KEOGH PLAN 2015 401k financial data
Total income from all sources2015-12-31$7,352
Total plan assets at end of year2015-12-31$192,636
Total plan assets at beginning of year2015-12-31$185,284
Other income received2015-12-31$7,352
Net income (gross income less expenses)2015-12-31$7,352
Net plan assets at end of year (total assets less liabilities)2015-12-31$192,636
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$185,284
2014 : ROBERT V GRAYBILL DDS KEOGH PLAN 2014 401k financial data
Total income from all sources2014-12-31$7,070
Total plan assets at end of year2014-12-31$185,284
Total plan assets at beginning of year2014-12-31$178,214
Other income received2014-12-31$7,070
Net income (gross income less expenses)2014-12-31$7,070
Net plan assets at end of year (total assets less liabilities)2014-12-31$185,284
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$178,214
2013 : ROBERT V GRAYBILL DDS KEOGH PLAN 2013 401k financial data
Total income from all sources2013-12-31$6,800
Total plan assets at end of year2013-12-31$178,214
Total plan assets at beginning of year2013-12-31$171,414
Other income received2013-12-31$6,800
Net income (gross income less expenses)2013-12-31$6,800
Net plan assets at end of year (total assets less liabilities)2013-12-31$178,214
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$171,414
2012 : ROBERT V GRAYBILL DDS KEOGH PLAN 2012 401k financial data
Total income from all sources2012-12-31$6,541
Expenses. Total of all expenses incurred2012-12-31$30
Total plan assets at end of year2012-12-31$171,414
Total plan assets at beginning of year2012-12-31$164,903
Other income received2012-12-31$6,541
Net income (gross income less expenses)2012-12-31$6,511
Net plan assets at end of year (total assets less liabilities)2012-12-31$171,414
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$164,903
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$30
2011 : ROBERT V GRAYBILL DDS KEOGH PLAN 2011 401k financial data
Total income from all sources2011-12-31$6,343
Expenses. Total of all expenses incurred2011-12-31$30
Total plan assets at end of year2011-12-31$164,903
Total plan assets at beginning of year2011-12-31$158,590
Other income received2011-12-31$6,343
Net income (gross income less expenses)2011-12-31$6,313
Net plan assets at end of year (total assets less liabilities)2011-12-31$164,903
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$158,590
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$30
2010 : ROBERT V GRAYBILL DDS KEOGH PLAN 2010 401k financial data
Total income from all sources2010-12-31$6,101
Expenses. Total of all expenses incurred2010-12-31$30
Total plan assets at end of year2010-12-31$158,590
Total plan assets at beginning of year2010-12-31$152,519
Other income received2010-12-31$6,101
Net income (gross income less expenses)2010-12-31$6,071
Net plan assets at end of year (total assets less liabilities)2010-12-31$158,590
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$152,519
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$30

Form 5500 Responses for ROBERT V GRAYBILL DDS KEOGH PLAN

2023: ROBERT V GRAYBILL DDS KEOGH PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBERT V GRAYBILL DDS KEOGH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT V GRAYBILL DDS KEOGH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT V GRAYBILL DDS KEOGH PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT V GRAYBILL DDS KEOGH 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT V GRAYBILL DDS KEOGH 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT V GRAYBILL DDS KEOGH 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT V GRAYBILL DDS KEOGH 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT V GRAYBILL DDS KEOGH 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT V GRAYBILL DDS KEOGH 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT V GRAYBILL DDS KEOGH 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT V GRAYBILL DDS KEOGH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT V GRAYBILL DDS KEOGH PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT V GRAYBILL DDS KEOGH PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT V GRAYBILL DDS KEOGH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerACCOUNT FEE
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerACCOUNT FEE
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerACCOUNT FEE
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerACCOUNT FEE
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerACCOUNT FEE
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerACCOUNT FEE
Insurance broker organization code?3
Insurance broker nameSTEVE SMITH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerACCOUNT FEE
Insurance broker organization code?3
Insurance broker nameSTEVE SMITH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerACCOUNT FEE
Insurance broker organization code?3
Insurance broker nameSTEVE SMITH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerACCOUNT FEE
Insurance broker organization code?3
Insurance broker nameSTEVE SMITH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerACCOUNT FEE
Insurance broker organization code?3
Insurance broker nameSTEVE SMITH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number736592-0075
Policy instance 1
Insurance contract or identification number736592-0075
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerACCOUNT FEE
Insurance broker organization code?3
Insurance broker nameSTEVE SMITH

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