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GARY J WEITZ DMD PA 401K PLAN 401k Plan overview

Plan NameGARY J WEITZ DMD PA 401K PLAN
Plan identification number 001

GARY J WEITZ DMD PA 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

GARY J WEITZ DMD has sponsored the creation of one or more 401k plans.

Company Name:GARY J WEITZ DMD
Employer identification number (EIN):222411423
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY J WEITZ DMD PA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01GARY WEITZ2018-11-23
0012017-01-01GARY WEITZ2018-05-24
0012016-01-01GARY WEITZ2017-06-27
0012015-01-01GARY WEITZ2016-05-27
0012014-01-01GARY WEITZ2015-06-18
0012013-01-01GARY WEITZ
0012012-01-01GARY WEITZ
0012011-01-01GARY WEITZ
0012009-01-01GARY WEITZ

Plan Statistics for GARY J WEITZ DMD PA 401K PLAN

401k plan membership statisitcs for GARY J WEITZ DMD PA 401K PLAN

Measure Date Value
2013: GARY J WEITZ DMD PA 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GARY J WEITZ DMD PA 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GARY J WEITZ DMD PA 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GARY J WEITZ DMD PA 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GARY J WEITZ DMD PA 401K PLAN

Measure Date Value
2013 : GARY J WEITZ DMD PA 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$100,522
Total plan assets at end of year2013-12-31$953,841
Total plan assets at beginning of year2013-12-31$853,319
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$46,553
Other income received2013-12-31$43,976
Net income (gross income less expenses)2013-12-31$100,522
Net plan assets at end of year (total assets less liabilities)2013-12-31$953,841
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$853,319
Total contributions received or receivable from employer(s)2013-12-31$9,993
2012 : GARY J WEITZ DMD PA 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$292,115
Expenses. Total of all expenses incurred2012-12-31$16,954
Benefits paid (including direct rollovers)2012-12-31$16,954
Total plan assets at end of year2012-12-31$853,319
Total plan assets at beginning of year2012-12-31$578,158
Value of fidelity bond covering the plan2012-12-31$90,000
Total contributions received or receivable from participants2012-12-31$45,569
Contributions received from other sources (not participants or employers)2012-12-31$216,722
Other income received2012-12-31$19,872
Net income (gross income less expenses)2012-12-31$275,161
Net plan assets at end of year (total assets less liabilities)2012-12-31$853,319
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$578,158
Total contributions received or receivable from employer(s)2012-12-31$9,952
2011 : GARY J WEITZ DMD PA 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$29,222
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$578,158
Total plan assets at beginning of year2011-12-31$548,936
Value of fidelity bond covering the plan2011-12-31$60,000
Total contributions received or receivable from participants2011-12-31$44,616
Other income received2011-12-31$-25,574
Net income (gross income less expenses)2011-12-31$29,222
Net plan assets at end of year (total assets less liabilities)2011-12-31$578,158
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$548,936
Total contributions received or receivable from employer(s)2011-12-31$10,180
2010 : GARY J WEITZ DMD PA 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$72,354
Expenses. Total of all expenses incurred2010-12-31$109
Benefits paid (including direct rollovers)2010-12-31$109
Total plan assets at end of year2010-12-31$548,936
Total plan assets at beginning of year2010-12-31$476,691
Value of fidelity bond covering the plan2010-12-31$60,000
Total contributions received or receivable from participants2010-12-31$44,756
Other income received2010-12-31$17,742
Net income (gross income less expenses)2010-12-31$72,245
Net plan assets at end of year (total assets less liabilities)2010-12-31$548,936
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$476,691
Total contributions received or receivable from employer(s)2010-12-31$9,856
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : GARY J WEITZ DMD PA 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GARY J WEITZ DMD PA 401K PLAN

2013: GARY J WEITZ DMD PA 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GARY J WEITZ DMD PA 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GARY J WEITZ DMD PA 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
2009: GARY J WEITZ DMD PA 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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