SPENCER ROWAN DDS INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2016: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-11-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 9 |
Number of retired or separated participants receiving benefits | 2016-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 2 |
Total of all active and inactive participants | 2016-11-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 0 |
Total participants | 2016-11-01 | 11 |
Number of participants with account balances | 2016-11-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 0 |
2014: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-11-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 6 |
Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 2 |
Total of all active and inactive participants | 2014-11-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
Total participants | 2014-11-01 | 8 |
Number of participants with account balances | 2014-11-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 1 |
2013: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-11-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 7 |
Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 3 |
Total of all active and inactive participants | 2013-11-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
Total participants | 2013-11-01 | 10 |
Number of participants with account balances | 2013-11-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 2 |
2012: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-11-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 8 |
Number of retired or separated participants receiving benefits | 2012-11-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 1 |
Total of all active and inactive participants | 2012-11-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
Total participants | 2012-11-01 | 10 |
Number of participants with account balances | 2012-11-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
2011: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-11-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-11-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 2 |
Total of all active and inactive participants | 2011-11-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
Total participants | 2011-11-01 | 11 |
Number of participants with account balances | 2011-11-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 1 |
2010: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-11-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 6 |
Number of retired or separated participants receiving benefits | 2010-11-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 1 |
Total of all active and inactive participants | 2010-11-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 0 |
Total participants | 2010-11-01 | 8 |
Number of participants with account balances | 2010-11-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 0 |
2009: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-11-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 6 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 1 |
Total of all active and inactive participants | 2009-11-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
Total participants | 2009-11-01 | 8 |
Number of participants with account balances | 2009-11-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
Measure | Date | Value |
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2016 : SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $27,956 |
Expenses. Total of all expenses incurred | 2016-12-31 | $261,858 |
Benefits paid (including direct rollovers) | 2016-12-31 | $260,000 |
Total plan assets at end of year | 2016-12-31 | $1,494,692 |
Total plan assets at beginning of year | 2016-12-31 | $1,728,594 |
Value of fidelity bond covering the plan | 2016-12-31 | $175,000 |
Total contributions received or receivable from participants | 2016-12-31 | $4,720 |
Other income received | 2016-12-31 | $12,195 |
Net income (gross income less expenses) | 2016-12-31 | $-233,902 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,494,692 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,728,594 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $3,012 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $3,465 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $11,041 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,858 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-10-31 | $0 |
Total income from all sources | 2015-10-31 | $100,197 |
Expenses. Total of all expenses incurred | 2015-10-31 | $18,741 |
Benefits paid (including direct rollovers) | 2015-10-31 | $3,065 |
Total plan assets at end of year | 2015-10-31 | $1,619,286 |
Total plan assets at beginning of year | 2015-10-31 | $1,537,830 |
Value of fidelity bond covering the plan | 2015-10-31 | $175,000 |
Total contributions received or receivable from participants | 2015-10-31 | $68,530 |
Other income received | 2015-10-31 | $-13,923 |
Net income (gross income less expenses) | 2015-10-31 | $81,456 |
Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $1,619,286 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $1,537,830 |
Assets. Value of assets in partnership/joint-venture interests | 2015-10-31 | $75,700 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-10-31 | $3,199 |
Total contributions received or receivable from employer(s) | 2015-10-31 | $45,590 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $15,676 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
2014 : SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Total plan liabilities at end of year | 2014-10-31 | $0 |
Total plan liabilities at beginning of year | 2014-10-31 | $0 |
Total income from all sources | 2014-10-31 | $160,071 |
Expenses. Total of all expenses incurred | 2014-10-31 | $84,812 |
Benefits paid (including direct rollovers) | 2014-10-31 | $70,916 |
Total plan assets at end of year | 2014-10-31 | $1,537,830 |
Total plan assets at beginning of year | 2014-10-31 | $1,462,571 |
Value of fidelity bond covering the plan | 2014-10-31 | $175,000 |
Total contributions received or receivable from participants | 2014-10-31 | $50,780 |
Expenses. Other expenses not covered elsewhere | 2014-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-10-31 | $0 |
Other income received | 2014-10-31 | $65,774 |
Noncash contributions received | 2014-10-31 | $0 |
Net income (gross income less expenses) | 2014-10-31 | $75,259 |
Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $1,537,830 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $1,462,571 |
Assets. Value of assets in partnership/joint-venture interests | 2014-10-31 | $92,057 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-10-31 | $2,749 |
Total contributions received or receivable from employer(s) | 2014-10-31 | $43,517 |
Value of certain deemed distributions of participant loans | 2014-10-31 | $0 |
Value of corrective distributions | 2014-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $13,896 |
2013 : SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Transfers to/from the plan | 2013-10-31 | $0 |
Total plan liabilities at end of year | 2013-10-31 | $0 |
Total plan liabilities at beginning of year | 2013-10-31 | $0 |
Total income from all sources | 2013-10-31 | $222,104 |
Expenses. Total of all expenses incurred | 2013-10-31 | $20,840 |
Benefits paid (including direct rollovers) | 2013-10-31 | $8,228 |
Total plan assets at end of year | 2013-10-31 | $1,462,571 |
Total plan assets at beginning of year | 2013-10-31 | $1,261,307 |
Value of fidelity bond covering the plan | 2013-10-31 | $175,000 |
Total contributions received or receivable from participants | 2013-10-31 | $49,480 |
Expenses. Other expenses not covered elsewhere | 2013-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-10-31 | $0 |
Other income received | 2013-10-31 | $127,833 |
Noncash contributions received | 2013-10-31 | $0 |
Net income (gross income less expenses) | 2013-10-31 | $201,264 |
Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $1,462,571 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,261,307 |
Assets. Value of assets in partnership/joint-venture interests | 2013-10-31 | $94,641 |
Total contributions received or receivable from employer(s) | 2013-10-31 | $44,791 |
Value of certain deemed distributions of participant loans | 2013-10-31 | $0 |
Value of corrective distributions | 2013-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $12,612 |
2012 : SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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Transfers to/from the plan | 2012-10-31 | $0 |
Total plan liabilities at end of year | 2012-10-31 | $0 |
Total plan liabilities at beginning of year | 2012-10-31 | $0 |
Total income from all sources | 2012-10-31 | $183,371 |
Expenses. Total of all expenses incurred | 2012-10-31 | $18,360 |
Benefits paid (including direct rollovers) | 2012-10-31 | $7,792 |
Total plan assets at end of year | 2012-10-31 | $1,261,307 |
Total plan assets at beginning of year | 2012-10-31 | $1,096,296 |
Value of fidelity bond covering the plan | 2012-10-31 | $175,000 |
Total contributions received or receivable from participants | 2012-10-31 | $47,760 |
Expenses. Other expenses not covered elsewhere | 2012-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-10-31 | $0 |
Other income received | 2012-10-31 | $91,528 |
Noncash contributions received | 2012-10-31 | $0 |
Net income (gross income less expenses) | 2012-10-31 | $165,011 |
Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,261,307 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,096,296 |
Assets. Value of assets in partnership/joint-venture interests | 2012-10-31 | $93,396 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-10-31 | $4,775 |
Total contributions received or receivable from employer(s) | 2012-10-31 | $44,083 |
Value of certain deemed distributions of participant loans | 2012-10-31 | $0 |
Value of corrective distributions | 2012-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $10,568 |
2011 : SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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Transfers to/from the plan | 2011-10-31 | $0 |
Total plan liabilities at end of year | 2011-10-31 | $0 |
Total plan liabilities at beginning of year | 2011-10-31 | $0 |
Total income from all sources | 2011-10-31 | $101,437 |
Expenses. Total of all expenses incurred | 2011-10-31 | $17,142 |
Benefits paid (including direct rollovers) | 2011-10-31 | $7,588 |
Total plan assets at end of year | 2011-10-31 | $1,096,296 |
Total plan assets at beginning of year | 2011-10-31 | $1,012,001 |
Value of fidelity bond covering the plan | 2011-10-31 | $175,000 |
Total contributions received or receivable from participants | 2011-10-31 | $46,945 |
Expenses. Other expenses not covered elsewhere | 2011-10-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-10-31 | $0 |
Other income received | 2011-10-31 | $14,513 |
Noncash contributions received | 2011-10-31 | $0 |
Net income (gross income less expenses) | 2011-10-31 | $84,295 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $1,096,296 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,012,001 |
Assets. Value of assets in partnership/joint-venture interests | 2011-10-31 | $91,901 |
Total contributions received or receivable from employer(s) | 2011-10-31 | $39,979 |
Value of certain deemed distributions of participant loans | 2011-10-31 | $0 |
Value of corrective distributions | 2011-10-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $9,554 |
2016: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
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2016-11-01 | Type of plan entity | Single employer plan |
2016-11-01 | Submission has been amended | No |
2016-11-01 | This submission is the final filing | No |
2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-11-01 | Plan is a collectively bargained plan | No |
2016-11-01 | Plan funding arrangement – Trust | Yes |
2016-11-01 | Plan benefit arrangement - Trust | Yes |
2014: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
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2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | No |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement - Trust | Yes |
2013: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
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2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Submission has been amended | No |
2013-11-01 | This submission is the final filing | No |
2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-11-01 | Plan is a collectively bargained plan | No |
2013-11-01 | Plan funding arrangement – Trust | Yes |
2013-11-01 | Plan benefit arrangement - Trust | Yes |
2012: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
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2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Trust | Yes |
2012-11-01 | Plan benefit arrangement - Trust | Yes |
2011: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
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2011-11-01 | Type of plan entity | Single employer plan |
2011-11-01 | Submission has been amended | No |
2011-11-01 | This submission is the final filing | No |
2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-11-01 | Plan is a collectively bargained plan | No |
2011-11-01 | Plan funding arrangement – Trust | Yes |
2011-11-01 | Plan benefit arrangement - Trust | Yes |
2010: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
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2010-11-01 | Type of plan entity | Single employer plan |
2010-11-01 | Submission has been amended | No |
2010-11-01 | This submission is the final filing | No |
2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-11-01 | Plan is a collectively bargained plan | No |
2010-11-01 | Plan funding arrangement – Trust | Yes |
2010-11-01 | Plan benefit arrangement - Trust | Yes |
2009: SPENCER ROWAN DDS INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
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2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |