JAMES M KATZ DDS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M KATZ DDS INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2014: JAMES M KATZ DDS INC PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 0 |
| Total of all active and inactive participants | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 0 |
| 2013: JAMES M KATZ DDS INC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 4 |
| Total of all active and inactive participants | 2013-07-01 | 4 |
| Total participants | 2013-07-01 | 4 |
| Number of participants with account balances | 2013-07-01 | 4 |
| 2010: JAMES M KATZ DDS INC PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 4 |
| Total of all active and inactive participants | 2010-07-01 | 4 |
| Total participants | 2010-07-01 | 4 |
| Number of participants with account balances | 2010-07-01 | 4 |
| Measure | Date | Value |
|---|
| 2014 : JAMES M KATZ DDS INC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $-715,410 |
| Total income from all sources | 2014-12-31 | $36,560 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,564 |
| Total plan assets at end of year | 2014-12-31 | $0 |
| Total plan assets at beginning of year | 2014-12-31 | $680,414 |
| Other income received | 2014-12-31 | $36,560 |
| Net income (gross income less expenses) | 2014-12-31 | $34,996 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $680,414 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,564 |
| Total income from all sources | 2014-06-30 | $66,963 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $2,986 |
| Total plan assets at end of year | 2014-06-30 | $680,414 |
| Total plan assets at beginning of year | 2014-06-30 | $616,437 |
| Other income received | 2014-06-30 | $66,963 |
| Net income (gross income less expenses) | 2014-06-30 | $63,977 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $680,414 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $616,437 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $2,986 |
| 2011 : JAMES M KATZ DDS INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $71,793 |
| Total plan assets at end of year | 2011-06-30 | $536,228 |
| Total plan assets at beginning of year | 2011-06-30 | $464,435 |
| Other income received | 2011-06-30 | $71,793 |
| Net income (gross income less expenses) | 2011-06-30 | $71,793 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $536,228 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $464,435 |
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
