401k Plan data: RICHARD P. SIMITIS, DMD 401(K) PLAN plan

RICHARD P. SIMITIS, DMD 401(K) PLAN 401k Plan overview

Plan Name	RICHARD P. SIMITIS, DMD 401(K) PLAN
Plan identification number	001

RICHARD P. SIMITIS, DMD 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

RICHARD P. SIMITIS, DMD has sponsored the creation of one or more 401k plans.

Company Name: RICHARD P. SIMITIS, DMD

Employer identification number (EIN): 043542735

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD P. SIMITIS, DMD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 RICHARD P. SIMITIS 2018-07-30 RICHARD P. SIMITIS 2018-07-30
001 2016-01-01 RICHARD P. SIMITIS 2017-06-28 RICHARD P. SIMITIS 2017-06-28
001 2015-01-01 RICHARD P. SIMITIS 2016-03-11 RICHARD P. SIMITIS 2016-03-11
001 2014-01-01 RICHARD P. SIMITIS 2015-06-29 RICHARD P. SIMITIS 2015-06-29
001 2013-01-01 RICHARD P. SIMITIS 2014-03-27 RICHARD P. SIMITIS 2014-03-27
001 2012-01-01 RICHARD SIMITIS 2013-07-23 RICHARD SIMITIS 2013-07-23
001 2011-01-01 RICHARD P SIMITIS RICHARD P SIMITIS 2012-06-11
001 2010-01-01 RICHARD P. SIMITIS, D.M.D. RICHARD P. SIMITIS, D.M.D. 2011-07-18
001 2009-01-01 RICHARD P. SIMITIS RICHARD P. SIMITIS 2010-06-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	RICHARD P. SIMITIS	2018-07-30	RICHARD P. SIMITIS	2018-07-30
001	2016-01-01	RICHARD P. SIMITIS	2017-06-28	RICHARD P. SIMITIS	2017-06-28
001	2015-01-01	RICHARD P. SIMITIS	2016-03-11	RICHARD P. SIMITIS	2016-03-11
001	2014-01-01	RICHARD P. SIMITIS	2015-06-29	RICHARD P. SIMITIS	2015-06-29
001	2013-01-01	RICHARD P. SIMITIS	2014-03-27	RICHARD P. SIMITIS	2014-03-27
001	2012-01-01	RICHARD SIMITIS	2013-07-23	RICHARD SIMITIS	2013-07-23
001	2011-01-01	RICHARD P SIMITIS		RICHARD P SIMITIS	2012-06-11
001	2010-01-01	RICHARD P. SIMITIS, D.M.D.		RICHARD P. SIMITIS, D.M.D.	2011-07-18
001	2009-01-01	RICHARD P. SIMITIS		RICHARD P. SIMITIS	2010-06-23

Plan Statistics for RICHARD P. SIMITIS, DMD 401(K) PLAN

401k plan membership statisitcs for RICHARD P. SIMITIS, DMD 401(K) PLAN

Measure Date Value
2011: RICHARD P. SIMITIS, DMD 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RICHARD P. SIMITIS, DMD 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: RICHARD P. SIMITIS, DMD 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
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 0

Measure	Date	Value
2011: RICHARD P. SIMITIS, DMD 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RICHARD P. SIMITIS, DMD 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: RICHARD P. SIMITIS, DMD 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
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	0

Financial Data on RICHARD P. SIMITIS, DMD 401(K) PLAN

Measure	Date	Value
2011 : RICHARD P. SIMITIS, DMD 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$32,548
Expenses. Total of all expenses incurred	2011-12-31	$33,644
Benefits paid (including direct rollovers)	2011-12-31	$33,644
Total plan assets at end of year	2011-12-31	$190,040
Total plan assets at beginning of year	2011-12-31	$191,136
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$27,466
Other income received	2011-12-31	$-694
Net income (gross income less expenses)	2011-12-31	$-1,096
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$190,040
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$191,136
Total contributions received or receivable from employer(s)	2011-12-31	$5,776
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : RICHARD P. SIMITIS, DMD 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$53,993
Expenses. Total of all expenses incurred	2010-12-31	$134,481
Benefits paid (including direct rollovers)	2010-12-31	$134,481
Total plan assets at end of year	2010-12-31	$191,136
Total plan assets at beginning of year	2010-12-31	$271,624
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$30,424
Other income received	2010-12-31	$17,855
Net income (gross income less expenses)	2010-12-31	$-80,488
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$191,136
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$271,624
Total contributions received or receivable from employer(s)	2010-12-31	$5,714
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for RICHARD P. SIMITIS, DMD 401(K) PLAN

2011: RICHARD P. SIMITIS, DMD 401(K) 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
2010: RICHARD P. SIMITIS, DMD 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RICHARD P. SIMITIS, DMD 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD P. SIMITIS, DMD
Employer identification number (EIN):	043542735
NAIC Classification:	621210
NAIC Description:	Offices of Dentists