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GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameGARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN
Plan identification number 002

GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01GARY WEITZ2018-12-06
0022017-01-01GARY WEITZ2018-08-02
0022016-01-01GARY WEITZ2017-10-10
0022016-01-01GARY WEITZ2017-06-27
0022015-01-01GARY WEITZ2016-05-02
0022014-01-01GARY WEITZ2015-05-28
0022013-01-01GARY WEITZ
0022012-01-01GARY WEITZ
0022011-01-01GARY WEITZ
0022010-01-01GARY WEITZ
0022009-01-01GARY WEITZ
0022009-01-01GARY J WEITZ DMD
0022009-01-01GARY WEITZ

Plan Statistics for GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31634,676
Acturial value of plan assets2017-12-31634,676
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-31472,347
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-313
Total funding target for all participants2017-12-31472,347
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3139,154
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3139,154
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3190,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3187,239
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31142,887
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3187,239
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31535,506
Acturial value of plan assets2016-12-31535,506
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31397,382
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-31397,382
Total participant count2016-12-313
Total funding target for all participants2016-12-31397,382
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3165,093
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3165,093
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3140,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3139,154
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3147,730
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3139,154
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-318,576
2013: GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013 : GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$40,164
Expenses. Total of all expenses incurred2013-12-31$156
Total plan assets at end of year2013-12-31$348,897
Total plan assets at beginning of year2013-12-31$308,889
Value of fidelity bond covering the plan2013-12-31$40,000
Expenses. Other expenses not covered elsewhere2013-12-31$156
Other income received2013-12-31$-2,836
Net income (gross income less expenses)2013-12-31$40,008
Net plan assets at end of year (total assets less liabilities)2013-12-31$348,897
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$308,889
Total contributions received or receivable from employer(s)2013-12-31$43,000
2012 : GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$66,308
Total plan assets at end of year2012-12-31$308,889
Total plan assets at beginning of year2012-12-31$242,581
Value of fidelity bond covering the plan2012-12-31$40,000
Other income received2012-12-31$25,429
Net income (gross income less expenses)2012-12-31$66,308
Net plan assets at end of year (total assets less liabilities)2012-12-31$308,889
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$242,581
Total contributions received or receivable from employer(s)2012-12-31$40,879
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$57,952
Expenses. Total of all expenses incurred2011-12-31$953
Benefits paid (including direct rollovers)2011-12-31$561
Total plan assets at end of year2011-12-31$242,581
Total plan assets at beginning of year2011-12-31$185,582
Value of fidelity bond covering the plan2011-12-31$20,000
Other income received2011-12-31$-2,048
Net income (gross income less expenses)2011-12-31$56,999
Net plan assets at end of year (total assets less liabilities)2011-12-31$242,581
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$185,582
Total contributions received or receivable from employer(s)2011-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$392
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$76,457
Expenses. Total of all expenses incurred2010-12-31$202
Total plan assets at end of year2010-12-31$185,582
Total plan assets at beginning of year2010-12-31$109,327
Expenses. Other expenses not covered elsewhere2010-12-31$202
Other income received2010-12-31$26,457
Net income (gross income less expenses)2010-12-31$76,255
Net plan assets at end of year (total assets less liabilities)2010-12-31$185,582
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$109,327
Total contributions received or receivable from employer(s)2010-12-31$50,000
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 DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION PLAN

2013: GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION 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: GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION 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: GARY J. WEITZ, DMD, PA DEFINED BENEFIT PENSION 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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