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JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameJOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOSEPH R ZIMMER DDS P C has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH R ZIMMER DDS P C
Employer identification number (EIN):201855131
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSEPH R ZIMMER DDS PC2024-06-14
0012022-01-01JOSEPH ZIMMER2023-07-17
0012021-01-01JOSEPH R ZIMMER2022-07-01
0012020-01-01JOSEPH ZIMMER2021-07-30
0012019-01-01JOSEPH R ZIMMER2020-07-31
0012018-01-01MARY VAN EGMOND2019-07-05
0012017-01-01JOSEPH ZIMMER2018-07-06
0012016-01-01JOSEPH ZIMMER2017-06-16
0012015-01-01JOSEPH ZIMMER2016-07-29
0012014-01-01JOSEPH ZIMMER2015-06-19
0012013-01-01JODEPH R ZIMMER DDS PC2014-05-09
0012012-01-01JOSEPH R ZIMMER DDS P C2013-07-19
0012011-01-01JOSEPH R ZIMMER DDS P C2012-05-04
0012010-01-01JOSEPH R ZIMMER DDS P C2011-10-15
0012008-01-01MARY VAN EGMOND
0012007-01-01MARY VAN EGMOND

Plan Statistics for JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2008: JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-0111
Total number of active participants reported on line 7a of the Form 55002008-01-0111
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-012
Total of all active and inactive participants2008-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0113
Number of participants with account balances2008-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
Number of employers contributing to the scheme2008-01-010
2007: JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-017
Total number of active participants reported on line 7a of the Form 55002007-01-018
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-019
Number of participants with account balances2007-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
Number of employers contributing to the scheme2007-01-010

Financial Data on JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2008 : JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$25,797
Expenses. Total of all expenses incurred2008-12-31$10,462
Benefits paid (including direct rollovers)2008-12-31$10,422
Total plan assets at end of year2008-12-31$60,999
Total plan assets at beginning of year2008-12-31$45,664
Value of fidelity bond covering the plan2008-12-31$5,000
Total contributions received or receivable from participants2008-12-31$24,588
Expenses. Other expenses not covered elsewhere2008-12-31$40
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-4,755
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$15,335
Net plan assets at end of year (total assets less liabilities)2008-12-31$60,999
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$45,664
Total contributions received or receivable from employer(s)2008-12-31$5,964
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Funding deficiency by the employer to the plan for this plan year2008-12-31$0
Minimum employer required contribution for this plan year2008-12-31$0
Amount contributed by the employer to the plan for this plan year2008-12-31$0
2007 : JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST 2007 401k financial data
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$26,605
Expenses. Total of all expenses incurred2007-12-31$0
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$45,664
Total plan assets at beginning of year2007-12-31$19,058
Value of fidelity bond covering the plan2007-12-31$5,000
Total contributions received or receivable from participants2007-12-31$20,578
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$926
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$26,605
Net plan assets at end of year (total assets less liabilities)2007-12-31$45,664
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$19,058
Total contributions received or receivable from employer(s)2007-12-31$5,101
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0
2006 : JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST 2006 401k financial data
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$-38,362
Expenses. Total of all expenses incurred2006-12-31$0
Benefits paid (including direct rollovers)2006-12-31$0
Total plan assets at end of year2006-12-31$19,058
Total plan assets at beginning of year2006-12-31$57,421
Value of fidelity bond covering the plan2006-12-31$5,000
Total contributions received or receivable from participants2006-12-31$16,764
Expenses. Other expenses not covered elsewhere2006-12-31$0
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$-57,185
Noncash contributions received2006-12-31$0
Net income (gross income less expenses)2006-12-31$-38,362
Net plan assets at end of year (total assets less liabilities)2006-12-31$19,058
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$57,421
Total contributions received or receivable from employer(s)2006-12-31$2,059
Value of certain deemed distributions of participant loans2006-12-31$0
Value of corrective distributions2006-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$0

Form 5500 Responses for JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST

2008: JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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