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WILLIAM F SMUTZER DDS INC PROFIT SHARING TRUST 401k Plan overview

Plan NameWILLIAM F SMUTZER DDS INC PROFIT SHARING TRUST
Plan identification number 001

WILLIAM F SMUTZER DDS INC PROFIT SHARING TRUST 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
  • 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.
  • 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

WILLIAM F SMUTZER DDS INC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM F SMUTZER DDS INC
Employer identification number (EIN):351419771
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM F SMUTZER DDS INC PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-11-01
0012016-11-01
0012015-11-01
0012014-11-01
0012013-11-01WILLIAM F. SMUTZER, D.D.S.2015-06-09
0012012-11-01WILLIAM F. SMUTZER, D.D.S.2014-07-11
0012011-11-01WILLIAM F. SMUTZER, D.D.S.2013-07-15
0012009-11-01WILLIAM F. SMUTZER, D.D.S.
0012008-11-01

Plan Statistics for WILLIAM F SMUTZER DDS INC PROFIT SHARING TRUST

401k plan membership statisitcs for WILLIAM F SMUTZER DDS INC PROFIT SHARING TRUST

Measure Date Value
2009: WILLIAM F SMUTZER DDS INC PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year2009-11-016
Total number of active participants reported on line 7a of the Form 55002009-11-016
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-010
Total of all active and inactive participants2009-11-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-016
Number of participants with account balances2009-11-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on WILLIAM F SMUTZER DDS INC PROFIT SHARING TRUST

Measure Date Value
2011 : WILLIAM F SMUTZER DDS INC PROFIT SHARING TRUST 2011 401k financial data
Transfers to/from the plan2011-10-31$0
Total plan liabilities at end of year2011-10-31$0
Total plan liabilities at beginning of year2011-10-31$0
Total income from all sources2011-10-31$216,783
Expenses. Total of all expenses incurred2011-10-31$5,700
Benefits paid (including direct rollovers)2011-10-31$0
Total plan assets at end of year2011-10-31$2,797,809
Total plan assets at beginning of year2011-10-31$2,586,726
Value of fidelity bond covering the plan2011-10-31$1,275,000
Total contributions received or receivable from participants2011-10-31$53,000
Expenses. Other expenses not covered elsewhere2011-10-31$0
Contributions received from other sources (not participants or employers)2011-10-31$0
Other income received2011-10-31$126,442
Noncash contributions received2011-10-31$0
Net income (gross income less expenses)2011-10-31$211,083
Net plan assets at end of year (total assets less liabilities)2011-10-31$2,797,809
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$2,586,726
Total contributions received or receivable from employer(s)2011-10-31$37,341
Value of certain deemed distributions of participant loans2011-10-31$0
Value of corrective distributions2011-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$5,700

Form 5500 Responses for WILLIAM F SMUTZER DDS INC PROFIT SHARING TRUST

2009: WILLIAM F SMUTZER DDS INC PROFIT SHARING TRUST 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: WILLIAM F SMUTZER DDS INC PROFIT SHARING TRUST 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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