JOSEPH R ZIMMER DDS P C has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2008: JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST 2008 401k membership |
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Total participants, beginning-of-year | 2008-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 2 |
Total of all active and inactive participants | 2008-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 13 |
Number of participants with account balances | 2008-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
Number of employers contributing to the scheme | 2008-01-01 | 0 |
2007: JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST 2007 401k membership |
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Total participants, beginning-of-year | 2007-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 1 |
Total of all active and inactive participants | 2007-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
Total participants | 2007-01-01 | 9 |
Number of participants with account balances | 2007-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
Number of employers contributing to the scheme | 2007-01-01 | 0 |
Measure | Date | Value |
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2008 : JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST 2008 401k financial data |
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Total plan liabilities at end of year | 2008-12-31 | $0 |
Total plan liabilities at beginning of year | 2008-12-31 | $0 |
Total income from all sources | 2008-12-31 | $25,797 |
Expenses. Total of all expenses incurred | 2008-12-31 | $10,462 |
Benefits paid (including direct rollovers) | 2008-12-31 | $10,422 |
Total plan assets at end of year | 2008-12-31 | $60,999 |
Total plan assets at beginning of year | 2008-12-31 | $45,664 |
Value of fidelity bond covering the plan | 2008-12-31 | $5,000 |
Total contributions received or receivable from participants | 2008-12-31 | $24,588 |
Expenses. Other expenses not covered elsewhere | 2008-12-31 | $40 |
Contributions received from other sources (not participants or employers) | 2008-12-31 | $0 |
Other income received | 2008-12-31 | $-4,755 |
Noncash contributions received | 2008-12-31 | $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 loans | 2008-12-31 | $0 |
Value of corrective distributions | 2008-12-31 | $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 securities | 2008-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2008-12-31 | $0 |
Minimum employer required contribution for this plan year | 2008-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2008-12-31 | $0 |
2007 : JOSEPH R ZIMMER DDS P C 401 K PROFIT SHARING PLAN TRUST 2007 401k financial data |
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Total plan liabilities at end of year | 2007-12-31 | $0 |
Total plan liabilities at beginning of year | 2007-12-31 | $0 |
Total income from all sources | 2007-12-31 | $26,605 |
Expenses. Total of all expenses incurred | 2007-12-31 | $0 |
Benefits paid (including direct rollovers) | 2007-12-31 | $0 |
Total plan assets at end of year | 2007-12-31 | $45,664 |
Total plan assets at beginning of year | 2007-12-31 | $19,058 |
Value of fidelity bond covering the plan | 2007-12-31 | $5,000 |
Total contributions received or receivable from participants | 2007-12-31 | $20,578 |
Expenses. Other expenses not covered elsewhere | 2007-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2007-12-31 | $0 |
Other income received | 2007-12-31 | $926 |
Noncash contributions received | 2007-12-31 | $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 loans | 2007-12-31 | $0 |
Value of corrective distributions | 2007-12-31 | $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 |
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Total plan liabilities at end of year | 2006-12-31 | $0 |
Total plan liabilities at beginning of year | 2006-12-31 | $0 |
Total income from all sources | 2006-12-31 | $-38,362 |
Expenses. Total of all expenses incurred | 2006-12-31 | $0 |
Benefits paid (including direct rollovers) | 2006-12-31 | $0 |
Total plan assets at end of year | 2006-12-31 | $19,058 |
Total plan assets at beginning of year | 2006-12-31 | $57,421 |
Value of fidelity bond covering the plan | 2006-12-31 | $5,000 |
Total contributions received or receivable from participants | 2006-12-31 | $16,764 |
Expenses. Other expenses not covered elsewhere | 2006-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2006-12-31 | $0 |
Other income received | 2006-12-31 | $-57,185 |
Noncash contributions received | 2006-12-31 | $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 loans | 2006-12-31 | $0 |
Value of corrective distributions | 2006-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2006-12-31 | $0 |