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JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN
Plan identification number 002

JAMES R. ZETTLER DMD INC. PROFIT SHARING 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

JAMES R. ZETTLER DMD INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. ZETTLER DMD INC.
Employer identification number (EIN):310936816
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01STEVEN ZETTLER2021-10-12 STEVEN ZETTLER2021-10-12
0022019-01-01STEVEN ZETTLER2020-10-12 STEVEN ZETTLER2020-10-12
0022017-01-01JACK ZETTLER
0022016-01-01JACK ZETTLER
0022015-01-01JACK ZETTLER
0022014-01-01JACK ZETTLER
0022013-01-01JACK ZETTLER
0022012-01-01JACK ZETTLER
0022011-01-01JACK ZETTLER
0022009-01-01JACK ZETTLER
0022009-01-012010-10-13
0022009-01-012010-10-13

Plan Statistics for JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN

Measure Date Value
2020: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0112
Number of participants with account balances2020-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0110
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-018
Total participants2017-01-018
Number of participants with account balances2017-01-018
2016: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-018
Total participants2016-01-018
Number of participants with account balances2016-01-018
2015: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JAMES R. ZETTLER DMD INC. PROFIT SHARING 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 benefits2014-01-010
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
Number of participants with account balances2014-01-017
2013: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-018
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-018
2012: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-018
2011: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Total of all active and inactive participants2011-01-018
Total participants2011-01-018
Number of participants with account balances2011-01-018
2009: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN

Measure Date Value
2020 : JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$103,362
Expenses. Total of all expenses incurred2020-12-31$512,470
Benefits paid (including direct rollovers)2020-12-31$509,311
Total plan assets at end of year2020-12-31$1,076,978
Total plan assets at beginning of year2020-12-31$1,486,086
Value of fidelity bond covering the plan2020-12-31$150,000
Assets. Value of loans (other than to participants)2020-12-31$0
Other income received2020-12-31$90,355
Net income (gross income less expenses)2020-12-31$-409,108
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,076,978
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,486,086
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$13,007
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,159
2019 : JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$172,275
Expenses. Total of all expenses incurred2019-12-31$2,197
Total plan assets at end of year2019-12-31$1,486,086
Total plan assets at beginning of year2019-12-31$1,316,008
Value of fidelity bond covering the plan2019-12-31$150,000
Assets. Value of loans (other than to participants)2019-12-31$380,000
Other income received2019-12-31$84,362
Net income (gross income less expenses)2019-12-31$170,078
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,486,086
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,316,008
Assets. Value of assets in partnership/joint-venture interests2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$87,913
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,197
2018 : JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$38,692
Expenses. Total of all expenses incurred2018-12-31$55,000
Benefits paid (including direct rollovers)2018-12-31$55,000
Total plan assets at end of year2018-12-31$1,316,008
Total plan assets at beginning of year2018-12-31$1,332,316
Value of fidelity bond covering the plan2018-12-31$500,000
Assets. Value of loans (other than to participants)2018-12-31$424,927
Other income received2018-12-31$-43,071
Net income (gross income less expenses)2018-12-31$-16,308
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,316,008
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,332,316
Assets. Value of assets in partnership/joint-venture interests2018-12-31$25,000
Total contributions received or receivable from employer(s)2018-12-31$81,763
2017 : JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$151,299
Expenses. Total of all expenses incurred2017-12-31$167,606
Benefits paid (including direct rollovers)2017-12-31$167,586
Total plan assets at end of year2017-12-31$1,332,316
Total plan assets at beginning of year2017-12-31$1,348,623
Value of fidelity bond covering the plan2017-12-31$100,000
Assets. Value of loans (other than to participants)2017-12-31$462,346
Expenses. Other expenses not covered elsewhere2017-12-31$20
Other income received2017-12-31$73,067
Net income (gross income less expenses)2017-12-31$-16,307
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,332,316
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,348,623
Assets. Value of assets in partnership/joint-venture interests2017-12-31$25,000
Total contributions received or receivable from employer(s)2017-12-31$78,232
2016 : JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$180,087
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,348,623
Total plan assets at beginning of year2016-12-31$1,168,536
Value of fidelity bond covering the plan2016-12-31$60,000
Assets. Value of loans (other than to participants)2016-12-31$484,104
Other income received2016-12-31$104,535
Net income (gross income less expenses)2016-12-31$180,087
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,348,623
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,168,536
Assets. Value of assets in partnership/joint-venture interests2016-12-31$25,000
Total contributions received or receivable from employer(s)2016-12-31$75,552
2015 : JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-40,123
Expenses. Total of all expenses incurred2015-12-31$5,617,050
Benefits paid (including direct rollovers)2015-12-31$5,616,930
Total plan assets at end of year2015-12-31$1,168,536
Total plan assets at beginning of year2015-12-31$6,825,709
Value of fidelity bond covering the plan2015-12-31$60,000
Assets. Value of loans (other than to participants)2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$120
Other income received2015-12-31$-80,945
Net income (gross income less expenses)2015-12-31$-5,657,173
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,168,536
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,825,709
Assets. Value of assets in partnership/joint-venture interests2015-12-31$25,000
Total contributions received or receivable from employer(s)2015-12-31$40,822
2014 : JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$611,469
Expenses. Total of all expenses incurred2014-12-31$41,178
Benefits paid (including direct rollovers)2014-12-31$41,158
Total plan assets at end of year2014-12-31$6,825,709
Total plan assets at beginning of year2014-12-31$6,255,418
Value of fidelity bond covering the plan2014-12-31$60,000
Assets. Value of loans (other than to participants)2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$20
Other income received2014-12-31$561,336
Net income (gross income less expenses)2014-12-31$570,291
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,825,709
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,255,418
Assets. Value of assets in partnership/joint-venture interests2014-12-31$25,000
Total contributions received or receivable from employer(s)2014-12-31$50,133
2013 : JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$907,776
Expenses. Total of all expenses incurred2013-12-31$77
Total plan assets at end of year2013-12-31$6,255,418
Total plan assets at beginning of year2013-12-31$5,347,719
Value of fidelity bond covering the plan2013-12-31$60,000
Assets. Value of loans (other than to participants)2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$77
Other income received2013-12-31$857,736
Net income (gross income less expenses)2013-12-31$907,699
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,255,418
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,347,719
Assets. Value of assets in partnership/joint-venture interests2013-12-31$25,000
Total contributions received or receivable from employer(s)2013-12-31$50,040
2012 : JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$477,911
Expenses. Total of all expenses incurred2012-12-31$28
Total plan assets at end of year2012-12-31$5,347,719
Total plan assets at beginning of year2012-12-31$4,869,836
Value of fidelity bond covering the plan2012-12-31$60,000
Assets. Value of loans (other than to participants)2012-12-31$562,888
Other income received2012-12-31$428,117
Net income (gross income less expenses)2012-12-31$477,883
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,347,719
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,869,836
Assets. Value of assets in partnership/joint-venture interests2012-12-31$25,000
Total contributions received or receivable from employer(s)2012-12-31$49,794
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$28
2011 : JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$104,711
Expenses. Total of all expenses incurred2011-12-31$20
Total plan assets at end of year2011-12-31$4,869,836
Total plan assets at beginning of year2011-12-31$4,765,145
Value of fidelity bond covering the plan2011-12-31$60,000
Assets. Value of loans (other than to participants)2011-12-31$569,939
Other income received2011-12-31$56,519
Net income (gross income less expenses)2011-12-31$104,691
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,869,836
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,765,145
Assets. Value of assets in partnership/joint-venture interests2011-12-31$25,000
Total contributions received or receivable from employer(s)2011-12-31$48,192
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$20
2010 : JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$3,315,508
Total income from all sources2010-12-31$492,023
Expenses. Total of all expenses incurred2010-12-31$18,548
Benefits paid (including direct rollovers)2010-12-31$18,508
Total plan assets at end of year2010-12-31$4,765,145
Total plan assets at beginning of year2010-12-31$976,162
Value of fidelity bond covering the plan2010-12-31$60,000
Assets. Value of loans (other than to participants)2010-12-31$576,713
Expenses. Other expenses not covered elsewhere2010-12-31$40
Other income received2010-12-31$444,138
Net income (gross income less expenses)2010-12-31$473,475
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,765,145
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$976,162
Assets. Value of assets in partnership/joint-venture interests2010-12-31$25,000
Total contributions received or receivable from employer(s)2010-12-31$47,885

Form 5500 Responses for JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN

2020: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES R. ZETTLER DMD INC. PROFIT SHARING 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: JAMES R. ZETTLER DMD INC. PROFIT SHARING 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: JAMES R. ZETTLER DMD INC. PROFIT SHARING 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: JAMES R. ZETTLER DMD INC. PROFIT SHARING 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: JAMES R. ZETTLER DMD INC. PROFIT SHARING 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: JAMES R. ZETTLER DMD INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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