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| Plan Name | PETER M SCHORTMANN DMD MONEY PURCHASE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PETER M SCHORTMANN, DMD |
| Employer identification number (EIN): | 042460947 |
| 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 |
|---|---|---|---|---|---|
| 002 | 2018-01-01 | COLLEEN MAIMARON | 2019-07-15 | ||
| 002 | 2017-01-01 | COLLEEN MAIMARON | 2018-12-15 | ||
| 002 | 2016-01-01 | COLLEEN MAIMARON | 2018-12-15 | ||
| 002 | 2015-01-01 | COLLEEN MAIMARON | 2016-10-13 | ||
| 002 | 2014-01-01 | COLLEEN MAIMARON | 2015-10-13 | COLLEEN MAIMARON | 2015-10-13 |
| 002 | 2013-01-01 | COLLEEN MAIMARON | 2014-11-25 | ||
| 002 | 2012-01-01 | COLLEEN MAIMARON | 2014-11-25 | ||
| 002 | 2011-01-01 | COLLEEN MAIMARON | |||
| 002 | 2009-01-01 | PETER SCHORTMANN, DMD |
| Measure | Date | Value |
|---|---|---|
| 2011: PETER M SCHORTMANN DMD MONEY PURCHASE PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| 2009: PETER M SCHORTMANN DMD MONEY PURCHASE PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2011 : PETER M SCHORTMANN DMD MONEY PURCHASE PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $10,348 |
| Total plan assets at end of year | 2011-12-31 | $107,485 |
| Total plan assets at beginning of year | 2011-12-31 | $97,137 |
| Other income received | 2011-12-31 | $-1,654 |
| Net income (gross income less expenses) | 2011-12-31 | $10,348 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $107,485 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $97,137 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $12,002 |
| 2010 : PETER M SCHORTMANN DMD MONEY PURCHASE PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $16,359 |
| Total plan assets at end of year | 2010-12-31 | $97,137 |
| Total plan assets at beginning of year | 2010-12-31 | $80,778 |
| Other income received | 2010-12-31 | $5,439 |
| Net income (gross income less expenses) | 2010-12-31 | $16,359 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $97,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $80,778 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $10,920 |
| 2011: PETER M SCHORTMANN DMD MONEY PURCHASE PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PETER M SCHORTMANN DMD MONEY PURCHASE PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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