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ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

ROBERT B MACILVEEN DMD PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT B MACILVEEN DMD PC
Employer identification number (EIN):931252660
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01MICHELLE DOLAN2014-05-01
0012012-01-01ROBERT B MACILVEEN DMD PC2013-07-19
0012011-01-01ROBERT B MACILVEEN DMD PC
0012010-01-01ROBERT MACILVEEN2011-10-12
0012007-01-01ROBERT MACILVEEN DMD ROBERT MACILVEEN DMD2010-04-16

Plan Statistics for ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2011: ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2007: ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-012
Total number of active participants reported on line 7a of the Form 55002007-01-012
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Number of participants with account balances2007-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-011

Financial Data on ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2011 : ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST 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$418,323
Expenses. Total of all expenses incurred2011-12-31$10,445
Benefits paid (including direct rollovers)2011-12-31$10,315
Total plan assets at end of year2011-12-31$426,447
Total plan assets at beginning of year2011-12-31$18,569
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$38,334
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$375,383
Net income (gross income less expenses)2011-12-31$407,878
Net plan assets at end of year (total assets less liabilities)2011-12-31$426,447
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$18,569
Total contributions received or receivable from employer(s)2011-12-31$4,606
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$130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2007 : ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST

2011: ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2007: ROBERT B MACILVEEN DMD PC 401(K) PROFIT SHARING PLAN & TRUST 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 funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

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