Plan Name | JOHN J DZAKOVICH DDS LTD PENSION PLAN AND TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | JOHN J. DZAKOVICH, DDS, LTD. |
Employer identification number (EIN): | 363193193 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2009-07-01 | JOHN J. DZAKOVICH |
Measure | Date | Value |
---|---|---|
2009: JOHN J DZAKOVICH DDS LTD PENSION PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 2 |
Measure | Date | Value |
---|---|---|
2011 : JOHN J DZAKOVICH DDS LTD PENSION PLAN AND TRUST 2011 401k financial data | ||
Total income from all sources | 2011-06-30 | $67,085 |
Expenses. Total of all expenses incurred | 2011-06-30 | $527,533 |
Benefits paid (including direct rollovers) | 2011-06-30 | $527,533 |
Total plan assets at end of year | 2011-06-30 | $0 |
Total plan assets at beginning of year | 2011-06-30 | $460,448 |
Value of fidelity bond covering the plan | 2011-06-30 | $150,000 |
Other income received | 2011-06-30 | $67,085 |
Net income (gross income less expenses) | 2011-06-30 | $-460,448 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $460,448 |
2009: JOHN J DZAKOVICH DDS LTD PENSION PLAN AND TRUST 2009 form 5500 responses | ||
---|---|---|
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |