ROBERT EUGENE TRACY, DDS, PS, PROFIT SHARING PLAN 401k Plan overview
| Plan Name | ROBERT EUGENE TRACY, DDS, PS, PROFIT SHARING PLAN |
| Plan identification number | 001 |
ROBERT EUGENE TRACY, DDS, PS, PROFIT SHARING PLAN Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - Profit-sharing
- 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.
- Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
- Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
- 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.
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401k Sponsoring company profile
ROBERT EUGENE TRACY, DDS, PS has sponsored the creation of one or more 401k plans.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan ROBERT EUGENE TRACY, DDS, PS, PROFIT SHARING PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2015-01-01 | ROBERT EUGENE TRACY | 2016-07-08 | | |
| 001 | 2014-01-01 | ROBERT EUGENE TRACY | 2015-07-20 | | |
| 001 | 2013-01-01 | ROBERT EUGENE TRACY | 2014-09-02 | | |
| 001 | 2012-01-01 | ROBERT EUGENE TRACY | 2013-10-08 | | |
| 001 | 2011-01-01 | ROBERT EUGENE TRACY | 2012-10-14 | | |
| 001 | 2009-01-01 | ROBERT EUGENE TRACY | | | |
| 001 | 2009-01-01 | ROBERT EUGENE TRACY | | | |
| 001 | 2009-01-01 | ROBERT EUGENE TRACY | | | |
| 001 | 2009-01-01 | ROBERT EUGENE TRACY | | | |
Plan Statistics for ROBERT EUGENE TRACY, DDS, PS, PROFIT SHARING PLAN
401k plan membership statisitcs for ROBERT EUGENE TRACY, DDS, PS, PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2009: ROBERT EUGENE TRACY, DDS, PS, PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 6 |
| Total participants | 2009-01-01 | 6 |
| Number of participants with account balances | 2009-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Financial Data on ROBERT EUGENE TRACY, DDS, PS, PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2010 : ROBERT EUGENE TRACY, DDS, PS, PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $100,731 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,261 |
| Total plan assets at end of year | 2010-12-31 | $548,800 |
| Total plan assets at beginning of year | 2010-12-31 | $449,330 |
| Total contributions received or receivable from participants | 2010-12-31 | $49,377 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,261 |
| Other income received | 2010-12-31 | $39,853 |
| Net income (gross income less expenses) | 2010-12-31 | $99,470 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $548,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $449,330 |
| Assets. Value of participant loans | 2010-12-31 | $3,008 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $11,501 |
Form 5500 Responses for ROBERT EUGENE TRACY, DDS, PS, PROFIT SHARING PLAN
| 2009: ROBERT EUGENE TRACY, DDS, PS, PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
Insurance Providers Used on plan
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 911188334D1 |
| Policy instance | 1 |
| Insurance contract or identification number | 911188334D1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-08-23 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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