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| Plan Name | S. ROBERT LEAVER, DMD, LTD PENSION PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | S ROBERT LEAVER, DMD, LTD |
| Employer identification number (EIN): | 880147078 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2010-04-01 | S ROBERT LEAVER | |||
| 003 | 2009-04-01 | S ROBERT LEAVER, DMD | S ROBERT LEAVER, DMD | 2010-10-10 |
| Measure | Date | Value |
|---|---|---|
| 2010: S. ROBERT LEAVER, DMD, LTD PENSION PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-04-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 1 |
| Total of all active and inactive participants | 2010-04-01 | 1 |
| Total participants | 2010-04-01 | 1 |
| Number of participants with account balances | 2010-04-01 | 1 |
| 2009: S. ROBERT LEAVER, DMD, LTD PENSION PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-04-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 1 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 0 |
| Total of all active and inactive participants | 2009-04-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
| Total participants | 2009-04-01 | 1 |
| Number of participants with account balances | 2009-04-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2011 : S. ROBERT LEAVER, DMD, LTD PENSION PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-03-31 | $-35,740 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $652 |
| Total plan assets at end of year | 2011-03-31 | $2,107,710 |
| Total plan assets at beginning of year | 2011-03-31 | $2,144,102 |
| Assets. Value of loans (other than to participants) | 2011-03-31 | $78,688 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $652 |
| Other income received | 2011-03-31 | $-35,740 |
| Net income (gross income less expenses) | 2011-03-31 | $-36,392 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $2,107,710 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $2,144,102 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-03-31 | $255,000 |
| Assets. Value of real-estate (other than employer real property) | 2011-03-31 | $1,425,258 |
| 2010: S. ROBERT LEAVER, DMD, LTD PENSION PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-04-01 | Type of plan entity | Single employer plan |
| 2010-04-01 | Submission has been amended | Yes |
| 2010-04-01 | Plan funding arrangement – Trust | Yes |
| 2010-04-01 | Plan benefit arrangement - Trust | Yes |
| 2009: S. ROBERT LEAVER, DMD, LTD PENSION PLAN 2009 form 5500 responses | ||
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | No |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
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