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MARLO G PRUGH DDS PROFIT SHARING KEOGH PLAN 401k Plan overview

Plan NameMARLO G PRUGH DDS PROFIT SHARING KEOGH PLAN
Plan identification number 001

MARLO G PRUGH DDS PROFIT SHARING KEOGH PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.

401k Sponsoring company profile

DR MARLO G PRUGH has sponsored the creation of one or more 401k plans.

Company Name:DR MARLO G PRUGH
Employer identification number (EIN):830207535
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARLO G PRUGH DDS PROFIT SHARING KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01DR MARLO G PRUGH2011-12-21 DR MARLO G PRUGH2011-12-21
0012010-01-01DR MARLO G PRUGH DR MARLO G PRUGH2011-07-15
0012009-01-01DR MARLO G PRUGH DR MARLO G PRUGH2010-06-30

Plan Statistics for MARLO G PRUGH DDS PROFIT SHARING KEOGH PLAN

401k plan membership statisitcs for MARLO G PRUGH DDS PROFIT SHARING KEOGH PLAN

Measure Date Value
2010: MARLO G PRUGH DDS PROFIT SHARING KEOGH PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
2009: MARLO G PRUGH DDS PROFIT SHARING KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on MARLO G PRUGH DDS PROFIT SHARING KEOGH PLAN

Measure Date Value
2010 : MARLO G PRUGH DDS PROFIT SHARING KEOGH PLAN 2010 401k financial data
Total income from all sources2010-12-31$47,264
Expenses. Total of all expenses incurred2010-12-31$104,684
Benefits paid (including direct rollovers)2010-12-31$104,684
Total plan assets at end of year2010-12-31$883,566
Total plan assets at beginning of year2010-12-31$940,986
Other income received2010-12-31$46,410
Net income (gross income less expenses)2010-12-31$-57,420
Net plan assets at end of year (total assets less liabilities)2010-12-31$883,566
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$940,986
Total contributions received or receivable from employer(s)2010-12-31$854

Form 5500 Responses for MARLO G PRUGH DDS PROFIT SHARING KEOGH PLAN

2010: MARLO G PRUGH DDS PROFIT SHARING 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: MARLO G PRUGH DDS PROFIT SHARING KEOGH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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 number35-656-823
Policy instance 1
Insurance contract or identification number35-656-823
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $376
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $376
Insurance broker organization code?3
Insurance broker nameJAMES M TATE, CLU

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