| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits | - Benefits are primarily pay related
- Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
- Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
- 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).
|
GREGORY E DOERFLER DDS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GREGORY E DOERFLER DDS PC RETIREMENT PLAN AND TRUST
401k plan membership statisitcs for GREGORY E DOERFLER DDS PC RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2012: GREGORY E DOERFLER DDS PC RETIREMENT PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| Total participants | 2012-01-01 | 6 |
| Number of participants with account balances | 2012-01-01 | 6 |
| 2011: GREGORY E DOERFLER DDS PC RETIREMENT PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| Total of all active and inactive participants | 2011-01-01 | 9 |
| Total participants | 2011-01-01 | 9 |
| Number of participants with account balances | 2011-01-01 | 9 |
| 2010: GREGORY E DOERFLER DDS PC RETIREMENT PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
| Total of all active and inactive participants | 2010-01-01 | 8 |
| Total participants | 2010-01-01 | 8 |
| Number of participants with account balances | 2010-01-01 | 8 |
| 2009: GREGORY E DOERFLER DDS PC RETIREMENT PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 6 |
| Total participants | 2009-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2012 : GREGORY E DOERFLER DDS PC RETIREMENT PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $222,195 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $6,434 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $6,434 |
| Total plan assets at end of year | 2012-12-31 | $1,707,843 |
| Total plan assets at beginning of year | 2012-12-31 | $1,492,082 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Other income received | 2012-12-31 | $152,195 |
| Net income (gross income less expenses) | 2012-12-31 | $215,761 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,707,843 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,492,082 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $70,000 |
| 2011 : GREGORY E DOERFLER DDS PC RETIREMENT PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $9,652 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $20,868 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $20,868 |
| Total plan assets at end of year | 2011-12-31 | $1,492,082 |
| Total plan assets at beginning of year | 2011-12-31 | $1,503,298 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Other income received | 2011-12-31 | $-79,277 |
| Net income (gross income less expenses) | 2011-12-31 | $-11,216 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,492,082 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,503,298 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $88,929 |
| 2010 : GREGORY E DOERFLER DDS PC RETIREMENT PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $298,270 |
| Total plan assets at end of year | 2010-12-31 | $1,503,298 |
| Total plan assets at beginning of year | 2010-12-31 | $1,205,028 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Other income received | 2010-12-31 | $125,270 |
| Net income (gross income less expenses) | 2010-12-31 | $298,270 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,503,298 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,205,028 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $173,000 |
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
