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DAVID L. LERNER DDS PC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameDAVID L. LERNER DDS PC DEFINED BENEFIT PLAN
Plan identification number 002

DAVID L. LERNER DDS PC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

DAVID L. LERNER DDS PC has sponsored the creation of one or more 401k plans.

Company Name:DAVID L. LERNER DDS PC
Employer identification number (EIN):020559601
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. LERNER DDS PC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-12-31DAVID L LERNER2017-09-10
0022015-12-31DAVID L LERNER2017-07-12
0022014-12-31DAVID L LERNER
0022014-12-31DAVID L LERNER2017-03-19

Plan Statistics for DAVID L. LERNER DDS PC DEFINED BENEFIT PLAN

401k plan membership statisitcs for DAVID L. LERNER DDS PC DEFINED BENEFIT PLAN

Measure Date Value
2014: DAVID L. LERNER DDS PC DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-313
Total number of active participants reported on line 7a of the Form 55002014-12-313
Number of retired or separated participants receiving benefits2014-12-310
Number of other retired or separated participants entitled to future benefits2014-12-310
Total of all active and inactive participants2014-12-313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-310
Total participants2014-12-313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-310

Financial Data on DAVID L. LERNER DDS PC DEFINED BENEFIT PLAN

Measure Date Value
2015 : DAVID L. LERNER DDS PC DEFINED BENEFIT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-30$0
Total plan liabilities at end of year2015-12-30$0
Total plan liabilities at beginning of year2015-12-30$0
Total income from all sources2015-12-30$28,357
Expenses. Total of all expenses incurred2015-12-30$0
Benefits paid (including direct rollovers)2015-12-30$0
Total plan assets at end of year2015-12-30$28,357
Total plan assets at beginning of year2015-12-30$0
Total contributions received or receivable from participants2015-12-30$0
Expenses. Other expenses not covered elsewhere2015-12-30$0
Contributions received from other sources (not participants or employers)2015-12-30$0
Other income received2015-12-30$-1,643
Noncash contributions received2015-12-30$0
Net income (gross income less expenses)2015-12-30$28,357
Net plan assets at end of year (total assets less liabilities)2015-12-30$28,357
Net plan assets at beginning of year (total assets less liabilities)2015-12-30$0
Total contributions received or receivable from employer(s)2015-12-30$30,000
Value of certain deemed distributions of participant loans2015-12-30$0
Value of corrective distributions2015-12-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-30$0

Form 5500 Responses for DAVID L. LERNER DDS PC DEFINED BENEFIT PLAN

2014: DAVID L. LERNER DDS PC DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-12-31Type of plan entitySingle employer plan
2014-12-31First time form 5500 has been submittedYes
2014-12-31Submission has been amendedNo
2014-12-31This submission is the final filingNo
2014-12-31This return/report is a short plan year return/report (less than 12 months)No
2014-12-31Plan is a collectively bargained planNo
2014-12-31Plan funding arrangement – TrustYes
2014-12-31Plan benefit arrangement - TrustYes

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