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MARK KUO, DMD, INC PENSION PLAN 401k Plan overview

Plan NameMARK KUO, DMD, INC PENSION PLAN
Plan identification number 002

MARK KUO, DMD, INC PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MARK KUO, DMD, INC has sponsored the creation of one or more 401k plans.

Company Name:MARK KUO, DMD, INC
Employer identification number (EIN):770551512
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK KUO, DMD, INC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01MARK KUO DMD2012-02-22 MARK KUO DMD2012-02-22
0022010-01-01MARK KUO2011-07-27 MARK KUO2011-07-27
0022009-01-01MARK KUO2011-06-24 MARK KUO2011-06-24
0022008-01-01MARK KUO MARK KUO2011-03-24
0022008-01-01MARK KUO MARK KUO2011-06-24
0022008-01-01MARK KUO MARK KUO2010-11-23
0022007-01-01MARK KUO MARK KUO2010-11-23
0022007-01-01MARK KUO MARK KUO2011-06-24
0022007-01-01MARK KUO MARK KUO2011-03-24
0022006-01-01MARK KUO MARK KUO2011-06-24
0022006-01-01MARK KUO MARK KUO2010-11-23
0022006-01-01MARK KUO

Plan Statistics for MARK KUO, DMD, INC PENSION PLAN

401k plan membership statisitcs for MARK KUO, DMD, INC PENSION PLAN

Measure Date Value
2008: MARK KUO, DMD, INC PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-011
Total number of active participants reported on line 7a of the Form 55002008-01-011
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-011
Number of participants with account balances2008-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: MARK KUO, DMD, INC PENSION PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-011
Total number of active participants reported on line 7a of the Form 55002007-01-011
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-011
Number of participants with account balances2007-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: MARK KUO, DMD, INC PENSION PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-011
Total number of active participants reported on line 7a of the Form 55002006-01-011
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-011
Number of participants with account balances2006-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
Number of employers contributing to the scheme2006-01-010

Financial Data on MARK KUO, DMD, INC PENSION PLAN

Measure Date Value
2008 : MARK KUO, DMD, INC PENSION PLAN 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-5,244
Expenses. Total of all expenses incurred2008-12-31$12
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$18,275
Total plan assets at beginning of year2008-12-31$23,531
Total contributions received or receivable from participants2008-12-31$0
Expenses. Other expenses not covered elsewhere2008-12-31$12
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-5,244
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-5,256
Net plan assets at end of year (total assets less liabilities)2008-12-31$18,275
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$23,531
Total contributions received or receivable from employer(s)2008-12-31$0
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Funding deficiency by the employer to the plan for this plan year2008-12-31$0
Minimum employer required contribution for this plan year2008-12-31$0
Amount contributed by the employer to the plan for this plan year2008-12-31$0
2007 : MARK KUO, DMD, INC PENSION PLAN 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$1,052
Expenses. Total of all expenses incurred2007-12-31$12
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$23,531
Total plan assets at beginning of year2007-12-31$22,491
Total contributions received or receivable from participants2007-12-31$0
Expenses. Other expenses not covered elsewhere2007-12-31$12
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$1,052
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$1,040
Net plan assets at end of year (total assets less liabilities)2007-12-31$23,531
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$22,491
Total contributions received or receivable from employer(s)2007-12-31$0
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
Funding deficiency by the employer to the plan for this plan year2007-12-31$0
Minimum employer required contribution for this plan year2007-12-31$0
Amount contributed by the employer to the plan for this plan year2007-12-31$0
2006 : MARK KUO, DMD, INC PENSION PLAN 2006 401k financial data
Transfers to/from the plan2006-12-31$0
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$891
Expenses. Total of all expenses incurred2006-12-31$12
Benefits paid (including direct rollovers)2006-12-31$0
Total plan assets at end of year2006-12-31$22,491
Total plan assets at beginning of year2006-12-31$21,612
Total contributions received or receivable from participants2006-12-31$0
Expenses. Other expenses not covered elsewhere2006-12-31$12
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$891
Noncash contributions received2006-12-31$0
Net income (gross income less expenses)2006-12-31$879
Net plan assets at end of year (total assets less liabilities)2006-12-31$22,491
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$21,612
Total contributions received or receivable from employer(s)2006-12-31$0
Value of certain deemed distributions of participant loans2006-12-31$0
Value of corrective distributions2006-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2006-12-31$0
Funding deficiency by the employer to the plan for this plan year2006-12-31$0
Minimum employer required contribution for this plan year2006-12-31$0
Amount contributed by the employer to the plan for this plan year2006-12-31$0

Form 5500 Responses for MARK KUO, DMD, INC PENSION PLAN

2008: MARK KUO, DMD, INC PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: MARK KUO, DMD, INC PENSION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes
2006: MARK KUO, DMD, INC PENSION PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number770551512D2
Policy instance 1
Insurance contract or identification number770551512D2
Number of Individuals Covered1
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
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 number770551512D2
Policy instance 1
Insurance contract or identification number770551512D2
Number of Individuals Covered1
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number770551512D2
Policy instance 1
Insurance contract or identification number770551512D2
Number of Individuals Covered1
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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