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STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameSTERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION PLAN
Plan identification number 001

STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • 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.
  • Life insurance

401k Sponsoring company profile

STERLING ORTHODONTICS, PLC has sponsored the creation of one or more 401k plans.

Company Name:STERLING ORTHODONTICS, PLC
Employer identification number (EIN):800642839
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about STERLING ORTHODONTICS, PLC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: D49279

More information about STERLING ORTHODONTICS, PLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01RICHARD KULBERSH2014-02-13
0012012-01-01RICHARD KULBERSH
0012011-01-01RICHARD KULBERSH
0012010-01-01RICHARD KULBERSH2011-10-14

Plan Statistics for STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2012: STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
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 participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
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 participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018

Financial Data on STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2012 : STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$67,550
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,642,854
Total plan assets at beginning of year2012-12-31$2,575,304
Value of fidelity bond covering the plan2012-12-31$261,020
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$67,550
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$67,550
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,642,854
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,575,304
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$68,476
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,575,304
Total plan assets at beginning of year2011-12-31$2,506,828
Value of fidelity bond covering the plan2011-12-31$261,020
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$68,476
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$68,476
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,575,304
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,506,828
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0

Form 5500 Responses for STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION PLAN

2012: STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION 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: STERLING ORTHODONTICS, PLC DEFINED BENEFIT PENSION 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

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes

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