401k Plan data: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN plan

DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN
Plan identification number	002

DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING 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.
Plan covering Self-Employed individuals.
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

DAVID I. ROSEN, DDS has sponsored the creation of one or more 401k plans.

Company Name: DAVID I. ROSEN, DDS

Employer identification number (EIN): 161512800

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DAVID ROSEN 2024-09-04
002 2022-01-01 DAVID I. ROSEN, DDS 2023-07-27
002 2021-01-01 DAVID I. ROSEN, DDS 2022-07-26
002 2020-01-01 DAVID I. ROSEN, DDS 2021-07-19
002 2019-01-01 DAVID I. ROSEN, DDS 2020-07-30
002 2018-01-01 DAVID I. ROSEN, DDS 2019-05-24
002 2017-01-01 DAVID I. ROSEN, DDS 2018-06-12
002 2016-01-01 DAVID I. ROSEN, DDS 2017-07-27
002 2015-01-01 DAVID I. ROSEN, DDS
002 2014-01-01 DAVID I. ROSEN, DDS
002 2013-01-01 DAVID I. ROSEN, DDS
002 2012-01-01 DAVID I. ROSEN, DDS
002 2011-01-01 DAVID I ROSEN DDS
002 2009-01-01 DAVID I ROSEN DDS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	DAVID ROSEN	2024-09-04
002	2022-01-01	DAVID I. ROSEN, DDS	2023-07-27
002	2021-01-01	DAVID I. ROSEN, DDS	2022-07-26
002	2020-01-01	DAVID I. ROSEN, DDS	2021-07-19
002	2019-01-01	DAVID I. ROSEN, DDS	2020-07-30
002	2018-01-01	DAVID I. ROSEN, DDS	2019-05-24
002	2017-01-01	DAVID I. ROSEN, DDS	2018-06-12
002	2016-01-01	DAVID I. ROSEN, DDS	2017-07-27
002	2015-01-01	DAVID I. ROSEN, DDS
002	2014-01-01	DAVID I. ROSEN, DDS
002	2013-01-01	DAVID I. ROSEN, DDS
002	2012-01-01	DAVID I. ROSEN, DDS
002	2011-01-01	DAVID I ROSEN DDS
002	2009-01-01	DAVID I ROSEN DDS

Plan Statistics for DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN

Measure Date Value
2015: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
2014: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
2011: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING 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
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2015: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
2014: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
2011: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING 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
Number of participants with account balances	2009-01-01	4

Financial Data on DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$37,343
Expenses. Total of all expenses incurred	2015-12-31	$36,143
Benefits paid (including direct rollovers)	2015-12-31	$36,093
Total plan assets at end of year	2015-12-31	$562,256
Total plan assets at beginning of year	2015-12-31	$561,056
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$26,701
Expenses. Other expenses not covered elsewhere	2015-12-31	$50
Other income received	2015-12-31	$-2,067
Net income (gross income less expenses)	2015-12-31	$1,200
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$562,256
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$561,056
Total contributions received or receivable from employer(s)	2015-12-31	$12,709
2014 : DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$56,649
Expenses. Total of all expenses incurred	2014-12-31	$50
Total plan assets at end of year	2014-12-31	$561,056
Total plan assets at beginning of year	2014-12-31	$504,457
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$18,167
Expenses. Other expenses not covered elsewhere	2014-12-31	$50
Other income received	2014-12-31	$27,584
Net income (gross income less expenses)	2014-12-31	$56,599
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$561,056
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$504,457
Total contributions received or receivable from employer(s)	2014-12-31	$10,898
2013 : DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$133,713
Expenses. Total of all expenses incurred	2013-12-31	$16,250
Benefits paid (including direct rollovers)	2013-12-31	$16,200
Total plan assets at end of year	2013-12-31	$504,457
Total plan assets at beginning of year	2013-12-31	$386,994
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$27,474
Expenses. Other expenses not covered elsewhere	2013-12-31	$50
Other income received	2013-12-31	$94,822
Net income (gross income less expenses)	2013-12-31	$117,463
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$504,457
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$386,994
Total contributions received or receivable from employer(s)	2013-12-31	$11,417
2012 : DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$84,104
Expenses. Total of all expenses incurred	2012-12-31	$50
Total plan assets at end of year	2012-12-31	$386,994
Total plan assets at beginning of year	2012-12-31	$302,940
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$26,723
Expenses. Other expenses not covered elsewhere	2012-12-31	$50
Other income received	2012-12-31	$46,200
Net income (gross income less expenses)	2012-12-31	$84,054
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$386,994
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$302,940
Total contributions received or receivable from employer(s)	2012-12-31	$11,181
2011 : DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$18,748
Expenses. Total of all expenses incurred	2011-12-31	$8,150
Benefits paid (including direct rollovers)	2011-12-31	$8,000
Total plan assets at end of year	2011-12-31	$302,940
Total plan assets at beginning of year	2011-12-31	$292,342
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$19,397
Expenses. Other expenses not covered elsewhere	2011-12-31	$150
Other income received	2011-12-31	$-10,535
Net income (gross income less expenses)	2011-12-31	$10,598
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$302,940
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$292,342
Total contributions received or receivable from employer(s)	2011-12-31	$9,886
2010 : DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$59,651
Expenses. Total of all expenses incurred	2010-12-31	$150
Total plan assets at end of year	2010-12-31	$292,342
Total plan assets at beginning of year	2010-12-31	$232,841
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$18,898
Expenses. Other expenses not covered elsewhere	2010-12-31	$150
Other income received	2010-12-31	$30,541
Net income (gross income less expenses)	2010-12-31	$59,501
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$292,342
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$232,841
Total contributions received or receivable from employer(s)	2010-12-31	$10,212

Form 5500 Responses for DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN

2015: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID I. ROSEN, DDS 401 (K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID I. ROSEN, DDS
Employer identification number (EIN):	161512800
NAIC Classification:	621210
NAIC Description:	Offices of Dentists