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ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 401k Plan overview

Plan NameERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN
Plan identification number 001

ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 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.

401k Sponsoring company profile

ERIC SCHATZ, D.D.S., M.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:ERIC SCHATZ, D.D.S., M.S., P.A.
Employer identification number (EIN):208723507
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERIC SCHATZ2024-05-31
0012022-01-01ERIC SCHATZ2023-07-28
0012021-01-01ERIC SCHATZ2022-02-14
0012020-01-01ERIC SCHATZ2021-09-10
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01ERIC SCHATZ2017-10-10
0012015-01-01ERIC SCHATZ
0012014-01-01ERIC SCHATZ
0012013-01-01ERIC SCHATZ
0012012-01-01ERIC SCHATZ
0012011-01-01ERIC SCHATZ
0012010-01-01ERIC SCHATZ
0012009-01-01ERIC SCHATZ

Plan Statistics for ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN

401k plan membership statisitcs for ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN

Measure Date Value
2015: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-016
2012: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN

Measure Date Value
2015 : ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$30,356
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$627,014
Total plan assets at beginning of year2015-12-31$596,658
Value of fidelity bond covering the plan2015-12-31$15,000
Total contributions received or receivable from participants2015-12-31$25,889
Other income received2015-12-31$-3,167
Net income (gross income less expenses)2015-12-31$30,356
Net plan assets at end of year (total assets less liabilities)2015-12-31$627,014
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$596,658
Assets. Value of participant loans2015-12-31$4,638
Total contributions received or receivable from employer(s)2015-12-31$7,634
2014 : ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$79,083
Expenses. Total of all expenses incurred2014-12-31$2,353
Total plan assets at end of year2014-12-31$596,658
Total plan assets at beginning of year2014-12-31$519,928
Total contributions received or receivable from participants2014-12-31$29,114
Expenses. Other expenses not covered elsewhere2014-12-31$2,353
Other income received2014-12-31$42,176
Net income (gross income less expenses)2014-12-31$76,730
Net plan assets at end of year (total assets less liabilities)2014-12-31$596,658
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$519,928
Assets. Value of participant loans2014-12-31$4,638
Total contributions received or receivable from employer(s)2014-12-31$7,793
2013 : ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$140,292
Expenses. Total of all expenses incurred2013-12-31$29,768
Benefits paid (including direct rollovers)2013-12-31$27,824
Total plan assets at end of year2013-12-31$519,928
Total plan assets at beginning of year2013-12-31$409,404
Total contributions received or receivable from participants2013-12-31$38,401
Other income received2013-12-31$92,532
Net income (gross income less expenses)2013-12-31$110,524
Net plan assets at end of year (total assets less liabilities)2013-12-31$519,928
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$409,404
Assets. Value of participant loans2013-12-31$4,638
Total contributions received or receivable from employer(s)2013-12-31$9,359
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,944
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$100,102
Expenses. Total of all expenses incurred2012-12-31$35,360
Benefits paid (including direct rollovers)2012-12-31$33,697
Total plan assets at end of year2012-12-31$409,404
Total plan assets at beginning of year2012-12-31$344,662
Total contributions received or receivable from participants2012-12-31$42,890
Expenses. Other expenses not covered elsewhere2012-12-31$1,663
Other income received2012-12-31$47,969
Net income (gross income less expenses)2012-12-31$64,742
Net plan assets at end of year (total assets less liabilities)2012-12-31$409,404
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$344,662
Assets. Value of participant loans2012-12-31$5,765
Total contributions received or receivable from employer(s)2012-12-31$9,243
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$42,533
Expenses. Total of all expenses incurred2011-12-31$64,823
Benefits paid (including direct rollovers)2011-12-31$63,022
Total plan assets at end of year2011-12-31$344,662
Total plan assets at beginning of year2011-12-31$366,952
Value of fidelity bond covering the plan2011-12-31$15,000
Total contributions received or receivable from participants2011-12-31$47,002
Expenses. Other expenses not covered elsewhere2011-12-31$1,801
Other income received2011-12-31$-15,768
Net income (gross income less expenses)2011-12-31$-22,290
Net plan assets at end of year (total assets less liabilities)2011-12-31$344,662
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$366,952
Assets. Value of participant loans2011-12-31$8,392
Total contributions received or receivable from employer(s)2011-12-31$11,299
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$91,009
Expenses. Total of all expenses incurred2010-12-31$1,278
Total plan assets at end of year2010-12-31$366,952
Total plan assets at beginning of year2010-12-31$277,221
Total contributions received or receivable from participants2010-12-31$48,416
Expenses. Other expenses not covered elsewhere2010-12-31$1,278
Other income received2010-12-31$30,562
Net income (gross income less expenses)2010-12-31$89,731
Net plan assets at end of year (total assets less liabilities)2010-12-31$366,952
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$277,221
Assets. Value of participant loans2010-12-31$11,114
Total contributions received or receivable from employer(s)2010-12-31$12,031

Form 5500 Responses for ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN

2015: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ERIC SCHATZ, D.D.S., M.S., P.A. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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