Plan Name | JEFFREY D ALTMAN PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | JEFFREY D ALTMAN DDS |
Employer identification number (EIN): | 062943719 |
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 |
---|---|---|---|---|---|
001 | 2015-01-01 | STEPHEN RUGGIERO | STEPHEN RUGGIERO | 2016-07-28 | |
001 | 2015-01-01 | STEPHEN RUGGIERO | STEPHEN RUGGIERO | 2016-07-28 | |
001 | 2014-01-01 |
Measure | Date | Value |
---|---|---|
2015: JEFFREY D ALTMAN PROFIT SHARING PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1 |
2014: JEFFREY D ALTMAN PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2015 : JEFFREY D ALTMAN PROFIT SHARING PLAN & TRUST 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $465,610 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $5,380,954 |
Total plan assets at beginning of year | 2015-12-31 | $4,915,344 |
Other income received | 2015-12-31 | $465,610 |
Net income (gross income less expenses) | 2015-12-31 | $465,610 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,380,954 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,915,344 |
2014 : JEFFREY D ALTMAN PROFIT SHARING PLAN & TRUST 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $429,445 |
Expenses. Total of all expenses incurred | 2014-12-31 | $50,000 |
Benefits paid (including direct rollovers) | 2014-12-31 | $50,000 |
Total plan assets at end of year | 2014-12-31 | $4,915,344 |
Total plan assets at beginning of year | 2014-12-31 | $4,535,899 |
Other income received | 2014-12-31 | $429,445 |
Net income (gross income less expenses) | 2014-12-31 | $379,445 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,915,344 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,535,899 |
2015: JEFFREY D ALTMAN PROFIT SHARING PLAN & TRUST 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: JEFFREY D ALTMAN PROFIT SHARING PLAN & TRUST 2014 form 5500 responses | ||
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 |