PENNY ORTHODONTICS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST
401k plan membership statisitcs for PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST
Measure | Date | Value |
---|
2015: PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
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 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
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 | 4 |
Total of all active and inactive participants | 2011-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
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 | 13 |
Total participants | 2009-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2015 : PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-09-30 | $0 |
Total plan liabilities at beginning of year | 2015-09-30 | $0 |
Total income from all sources | 2015-09-30 | $4,208 |
Expenses. Total of all expenses incurred | 2015-09-30 | $1,092,737 |
Benefits paid (including direct rollovers) | 2015-09-30 | $1,085,573 |
Total plan assets at end of year | 2015-09-30 | $0 |
Total plan assets at beginning of year | 2015-09-30 | $1,088,529 |
Value of fidelity bond covering the plan | 2015-09-30 | $350,000 |
Total contributions received or receivable from participants | 2015-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $0 |
Other income received | 2015-09-30 | $4,208 |
Noncash contributions received | 2015-09-30 | $0 |
Net income (gross income less expenses) | 2015-09-30 | $-1,088,529 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,088,529 |
Assets. Value of assets in partnership/joint-venture interests | 2015-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $0 |
Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
Value of corrective distributions | 2015-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $7,164 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
2014 : PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2014 401k financial data |
---|
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 | $88,231 |
Expenses. Total of all expenses incurred | 2014-12-31 | $9,402 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $1,088,529 |
Total plan assets at beginning of year | 2014-12-31 | $1,009,700 |
Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $96,131 |
Other income received | 2014-12-31 | $-7,900 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $78,829 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,088,529 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,009,700 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $94,312 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
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 | $9,402 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $183,926 |
Expenses. Total of all expenses incurred | 2013-12-31 | $8,127 |
Total plan assets at end of year | 2013-12-31 | $1,009,700 |
Total plan assets at beginning of year | 2013-12-31 | $833,901 |
Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
Other income received | 2013-12-31 | $23,926 |
Net income (gross income less expenses) | 2013-12-31 | $175,799 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,009,700 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $833,901 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $31,026 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $160,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,127 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k financial data |
---|
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 | $67,663 |
Expenses. Total of all expenses incurred | 2012-12-31 | $28,802 |
Benefits paid (including direct rollovers) | 2012-12-31 | $21,078 |
Total plan assets at end of year | 2012-12-31 | $833,901 |
Total plan assets at beginning of year | 2012-12-31 | $795,040 |
Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
Other income received | 2012-12-31 | $67,663 |
Net income (gross income less expenses) | 2012-12-31 | $38,861 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $833,901 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $795,040 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $31,897 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,724 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k financial data |
---|
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 | $69,874 |
Expenses. Total of all expenses incurred | 2011-12-31 | $7,015 |
Total plan assets at end of year | 2011-12-31 | $795,040 |
Total plan assets at beginning of year | 2011-12-31 | $732,181 |
Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
Other income received | 2011-12-31 | $19,874 |
Net income (gross income less expenses) | 2011-12-31 | $62,859 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $795,040 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $732,181 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $31,477 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $50,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,015 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2010 401k financial data |
---|
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 | $40,692 |
Expenses. Total of all expenses incurred | 2010-12-31 | $5,680 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $732,181 |
Total plan assets at beginning of year | 2010-12-31 | $697,169 |
Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
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 | $39,692 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $35,012 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $732,181 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $697,169 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $30,973 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $1,000 |
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 | $5,680 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2015: PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2014 form 5500 responses |
---|
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: PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2013 form 5500 responses |
---|
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: PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2012 form 5500 responses |
---|
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: PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2011 form 5500 responses |
---|
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: PENNY AND HALL ORTHODONTIC PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 |