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CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN
Plan identification number 004

CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CHARLES LOBEL, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES LOBEL, D.D.S., P.C.
Employer identification number (EIN):060948882
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042015-01-01CHARLES J. LOBEL
0042014-01-01CHARLES J. LOBEL
0042013-01-01CHARLES J. LOBEL
0042012-01-01CHARLES J. LOBEL
0042011-01-01CHARLES J. LOBEL
0042010-01-01CHARLES J. LOBEL
0042009-01-01CHARLES J. LOBEL

Plan Statistics for CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN

Measure Date Value
2015: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
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 participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017

Financial Data on CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN

Measure Date Value
2015 : CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-07-31$30,187
Expenses. Total of all expenses incurred2015-07-31$1,218,031
Benefits paid (including direct rollovers)2015-07-31$1,193,015
Total plan assets at end of year2015-07-31$0
Total plan assets at beginning of year2015-07-31$1,187,844
Value of fidelity bond covering the plan2015-07-31$265,000
Expenses. Other expenses not covered elsewhere2015-07-31$25
Other income received2015-07-31$30,187
Net income (gross income less expenses)2015-07-31$-1,187,844
Net plan assets at end of year (total assets less liabilities)2015-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$1,187,844
Value of certain deemed distributions of participant loans2015-07-31$24,991
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
2014 : CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$68,021
Expenses. Total of all expenses incurred2014-12-31$245,412
Benefits paid (including direct rollovers)2014-12-31$245,187
Total plan assets at end of year2014-12-31$1,187,844
Total plan assets at beginning of year2014-12-31$1,365,235
Value of fidelity bond covering the plan2014-12-31$265,000
Noncash contributions received2014-12-31$61,091
Net income (gross income less expenses)2014-12-31$-177,391
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,187,844
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,365,235
Assets. Value of participant loans2014-12-31$24,991
Total contributions received or receivable from employer(s)2014-12-31$6,930
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$266,053
Expenses. Total of all expenses incurred2013-12-31$48,942
Benefits paid (including direct rollovers)2013-12-31$45,155
Total plan assets at end of year2013-12-31$1,365,235
Total plan assets at beginning of year2013-12-31$1,148,124
Value of fidelity bond covering the plan2013-12-31$265,000
Total contributions received or receivable from participants2013-12-31$63,849
Expenses. Other expenses not covered elsewhere2013-12-31$540
Other income received2013-12-31$171,970
Net income (gross income less expenses)2013-12-31$217,111
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,365,235
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,148,124
Assets. Value of participant loans2013-12-31$30,766
Total contributions received or receivable from employer(s)2013-12-31$30,234
Value of certain deemed distributions of participant loans2013-12-31$3,247
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$233,558
Expenses. Total of all expenses incurred2012-12-31$72,264
Benefits paid (including direct rollovers)2012-12-31$72,244
Total plan assets at end of year2012-12-31$1,148,124
Total plan assets at beginning of year2012-12-31$986,830
Value of fidelity bond covering the plan2012-12-31$265,000
Total contributions received or receivable from participants2012-12-31$52,695
Other income received2012-12-31$173,741
Net income (gross income less expenses)2012-12-31$161,294
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,148,124
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$986,830
Assets. Value of participant loans2012-12-31$25,235
Total contributions received or receivable from employer(s)2012-12-31$7,122
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$20
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$16,472
Expenses. Total of all expenses incurred2011-12-31$125
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$986,830
Total plan assets at beginning of year2011-12-31$970,483
Value of fidelity bond covering the plan2011-12-31$265,000
Total contributions received or receivable from participants2011-12-31$59,132
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-67,349
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$16,347
Net plan assets at end of year (total assets less liabilities)2011-12-31$986,830
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$970,483
Assets. Value of participant loans2011-12-31$6,000
Total contributions received or receivable from employer(s)2011-12-31$24,689
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$125
2010 : CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$202,445
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$970,483
Total plan assets at beginning of year2010-12-31$768,038
Value of fidelity bond covering the plan2010-12-31$265,000
Total contributions received or receivable from participants2010-12-31$56,989
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$115,456
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$202,445
Net plan assets at end of year (total assets less liabilities)2010-12-31$970,483
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$768,038
Total contributions received or receivable from employer(s)2010-12-31$30,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN

2015: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 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
2010: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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