CHARLES LOBEL, D.D.S., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN
Measure | Date | Value |
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2015: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 9 |
Number of participants with account balances | 2012-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7 |
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 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 7 |
Number of participants with account balances | 2010-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
Measure | Date | Value |
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2015 : CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-07-31 | $30,187 |
Expenses. Total of all expenses incurred | 2015-07-31 | $1,218,031 |
Benefits paid (including direct rollovers) | 2015-07-31 | $1,193,015 |
Total plan assets at end of year | 2015-07-31 | $0 |
Total plan assets at beginning of year | 2015-07-31 | $1,187,844 |
Value of fidelity bond covering the plan | 2015-07-31 | $265,000 |
Expenses. Other expenses not covered elsewhere | 2015-07-31 | $25 |
Other income received | 2015-07-31 | $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 loans | 2015-07-31 | $24,991 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-07-31 | $0 |
2014 : CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $68,021 |
Expenses. Total of all expenses incurred | 2014-12-31 | $245,412 |
Benefits paid (including direct rollovers) | 2014-12-31 | $245,187 |
Total plan assets at end of year | 2014-12-31 | $1,187,844 |
Total plan assets at beginning of year | 2014-12-31 | $1,365,235 |
Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $266,053 |
Expenses. Total of all expenses incurred | 2013-12-31 | $48,942 |
Benefits paid (including direct rollovers) | 2013-12-31 | $45,155 |
Total plan assets at end of year | 2013-12-31 | $1,365,235 |
Total plan assets at beginning of year | 2013-12-31 | $1,148,124 |
Value of fidelity bond covering the plan | 2013-12-31 | $265,000 |
Total contributions received or receivable from participants | 2013-12-31 | $63,849 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $540 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $30,766 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $30,234 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $3,247 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $233,558 |
Expenses. Total of all expenses incurred | 2012-12-31 | $72,264 |
Benefits paid (including direct rollovers) | 2012-12-31 | $72,244 |
Total plan assets at end of year | 2012-12-31 | $1,148,124 |
Total plan assets at beginning of year | 2012-12-31 | $986,830 |
Value of fidelity bond covering the plan | 2012-12-31 | $265,000 |
Total contributions received or receivable from participants | 2012-12-31 | $52,695 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $16,472 |
Expenses. Total of all expenses incurred | 2011-12-31 | $125 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $986,830 |
Total plan assets at beginning of year | 2011-12-31 | $970,483 |
Value of fidelity bond covering the plan | 2011-12-31 | $265,000 |
Total contributions received or receivable from participants | 2011-12-31 | $59,132 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-67,349 |
Noncash contributions received | 2011-12-31 | $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 loans | 2011-12-31 | $6,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $24,689 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $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 |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $202,445 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $970,483 |
Total plan assets at beginning of year | 2010-12-31 | $768,038 |
Value of fidelity bond covering the plan | 2010-12-31 | $265,000 |
Total contributions received or receivable from participants | 2010-12-31 | $56,989 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $115,456 |
Noncash contributions received | 2010-12-31 | $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 loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2015: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2011 form 5500 responses |
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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: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2010 form 5500 responses |
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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: CHARLES LOBEL, DDS, 401K PROFIT SHARING PLAN 2009 form 5500 responses |
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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 |