401k Plan data: DR. DONALD BORTZ, D.D.S. PROFIT SHARING PLAN plan

DR. DONALD BORTZ, D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DR. DONALD BORTZ, D.D.S. PROFIT SHARING PLAN
Plan identification number	001

DR. DONALD BORTZ, D.D.S. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

DR DONALD BORTZ, DDS has sponsored the creation of one or more 401k plans.

Company Name: DR DONALD BORTZ, DDS

Employer identification number (EIN): 371012233

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. DONALD BORTZ, D.D.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DONALD BORTZ 2015-07-28 DONALD BORTZ 2015-07-28
001 2013-01-01 BORTZ369KELLOGG 2014-06-02 BORTZ369KELLOGG 2014-06-02
001 2012-01-01 DONALD E BORTZ 2013-07-10 DONALD E BORTZ 2013-07-10
001 2011-01-01 DONALD BORTZ 2012-09-10 DONALD BORTZ 2012-09-10
001 2010-01-01 DONALD BORTZ 2011-07-28 DONALD BORTZ 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	DONALD BORTZ	2015-07-28	DONALD BORTZ	2015-07-28
001	2013-01-01	BORTZ369KELLOGG	2014-06-02	BORTZ369KELLOGG	2014-06-02
001	2012-01-01	DONALD E BORTZ	2013-07-10	DONALD E BORTZ	2013-07-10
001	2011-01-01	DONALD BORTZ	2012-09-10	DONALD BORTZ	2012-09-10
001	2010-01-01	DONALD BORTZ	2011-07-28	DONALD BORTZ	2011-07-28

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Company Name:	DR DONALD BORTZ, DDS
Employer identification number (EIN):	371012233
NAIC Classification:	621210
NAIC Description:	Offices of Dentists