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JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND 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
  • Other welfare benefit cover

401k Sponsoring company profile

JOSEPH A JANIK, D.D.S., S.C. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH A JANIK, D.D.S., S.C.
Employer identification number (EIN):390966636
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOHN TUFFNELL2015-04-15
0012011-01-01JOHN TUFFNELL2015-04-15
0012010-01-01
0012009-01-01
0012008-01-01
0012007-01-01
0012006-01-01
0012005-01-01
0012004-01-01
0012003-01-01
0012002-01-01
0012001-01-01
0012000-01-01
0011999-01-01

Plan Statistics for JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2010: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-011
2009: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-011
2008: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-013
Total number of active participants reported on line 7a of the Form 55002008-01-013
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-013
Number of participants with account balances2008-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
Number of employers contributing to the scheme2008-01-011
2007: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-013
Total number of active participants reported on line 7a of the Form 55002007-01-013
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-013
Number of participants with account balances2007-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
Number of employers contributing to the scheme2007-01-011
2006: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-013
Total number of active participants reported on line 7a of the Form 55002006-01-013
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-013
Number of participants with account balances2006-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
Number of employers contributing to the scheme2006-01-011
2005: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-013
Total number of active participants reported on line 7a of the Form 55002005-01-013
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-013
Number of participants with account balances2005-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
Number of employers contributing to the scheme2005-01-011
2004: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2004 401k membership
Total participants, beginning-of-year2004-01-013
Total number of active participants reported on line 7a of the Form 55002004-01-013
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-010
Total of all active and inactive participants2004-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-013
Number of participants with account balances2004-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-010
Number of employers contributing to the scheme2004-01-011
2003: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2003 401k membership
Total participants, beginning-of-year2003-01-013
Total number of active participants reported on line 7a of the Form 55002003-01-013
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-010
Total of all active and inactive participants2003-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-013
Number of participants with account balances2003-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-010
Number of employers contributing to the scheme2003-01-011
2002: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2002 401k membership
Total participants, beginning-of-year2002-01-013
Total number of active participants reported on line 7a of the Form 55002002-01-013
Number of retired or separated participants receiving benefits2002-01-010
Number of other retired or separated participants entitled to future benefits2002-01-010
Total of all active and inactive participants2002-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2002-01-010
Total participants2002-01-013
Number of participants with account balances2002-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-01-010
Number of employers contributing to the scheme2002-01-011
2001: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2001 401k membership
Total participants, beginning-of-year2001-01-013
Total number of active participants reported on line 7a of the Form 55002001-01-013
Number of retired or separated participants receiving benefits2001-01-010
Number of other retired or separated participants entitled to future benefits2001-01-010
Total of all active and inactive participants2001-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-01-010
Total participants2001-01-013
Number of participants with account balances2001-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2001-01-010
Number of employers contributing to the scheme2001-01-011
2000: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2000 401k membership
Total participants, beginning-of-year2000-01-013
Total number of active participants reported on line 7a of the Form 55002000-01-013
Number of retired or separated participants receiving benefits2000-01-010
Number of other retired or separated participants entitled to future benefits2000-01-010
Total of all active and inactive participants2000-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2000-01-010
Total participants2000-01-013
Number of participants with account balances2000-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2000-01-010
Number of employers contributing to the scheme2000-01-011
1999: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 1999 401k membership
Total participants, beginning-of-year1999-01-013
Total number of active participants reported on line 7a of the Form 55001999-01-013
Number of retired or separated participants receiving benefits1999-01-010
Number of other retired or separated participants entitled to future benefits1999-01-010
Total of all active and inactive participants1999-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1999-01-010
Total participants1999-01-013
Number of participants with account balances1999-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested1999-01-010
Number of employers contributing to the scheme1999-01-011

Financial Data on JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2010 : JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$55,067
Expenses. Total of all expenses incurred2010-12-31$1,065
Total plan assets at end of year2010-12-31$728,325
Total plan assets at beginning of year2010-12-31$674,323
Other income received2010-12-31$51,488
Net income (gross income less expenses)2010-12-31$54,002
Net plan assets at end of year (total assets less liabilities)2010-12-31$728,325
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$674,323
Total contributions received or receivable from employer(s)2010-12-31$3,579
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,065
2009 : JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total plan liabilities at end of year2009-12-31$0
Total plan liabilities at beginning of year2009-12-31$0
Total income from all sources2009-12-31$87,411
Expenses. Total of all expenses incurred2009-12-31$970
Total plan assets at end of year2009-12-31$674,323
Total plan assets at beginning of year2009-12-31$587,782
Other income received2009-12-31$83,832
Net income (gross income less expenses)2009-12-31$86,441
Net plan assets at end of year (total assets less liabilities)2009-12-31$674,323
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$587,782
Total contributions received or receivable from employer(s)2009-12-31$3,579
Expenses. Administrative service providers (salaries,fees and commissions)2009-12-31$970
2008 : JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-133,475
Expenses. Total of all expenses incurred2008-12-31$833
Total plan assets at end of year2008-12-31$587,782
Total plan assets at beginning of year2008-12-31$722,090
Other income received2008-12-31$-137,054
Net income (gross income less expenses)2008-12-31$-134,308
Net plan assets at end of year (total assets less liabilities)2008-12-31$587,782
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$722,090
Total contributions received or receivable from employer(s)2008-12-31$3,579
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$833
2007 : JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2007 401k financial data
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$31,166
Expenses. Total of all expenses incurred2007-12-31$800
Total plan assets at end of year2007-12-31$722,090
Total plan assets at beginning of year2007-12-31$691,685
Other income received2007-12-31$27,587
Net income (gross income less expenses)2007-12-31$30,366
Net plan assets at end of year (total assets less liabilities)2007-12-31$722,090
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$691,685
Total contributions received or receivable from employer(s)2007-12-31$3,579
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$800
2006 : JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2006 401k financial data
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$36,390
Expenses. Total of all expenses incurred2006-12-31$721
Total plan assets at end of year2006-12-31$691,685
Total plan assets at beginning of year2006-12-31$656,016
Other income received2006-12-31$32,811
Net income (gross income less expenses)2006-12-31$35,669
Net plan assets at end of year (total assets less liabilities)2006-12-31$691,685
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$656,016
Total contributions received or receivable from employer(s)2006-12-31$3,579
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$721
2005 : JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2005 401k financial data
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$54,342
Expenses. Total of all expenses incurred2005-12-31$649
Total plan assets at end of year2005-12-31$656,016
Total plan assets at beginning of year2005-12-31$602,204
Other income received2005-12-31$50,763
Net income (gross income less expenses)2005-12-31$53,693
Net plan assets at end of year (total assets less liabilities)2005-12-31$656,016
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$602,204
Total contributions received or receivable from employer(s)2005-12-31$3,579
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$649
2004 : JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2004 401k financial data
Total plan liabilities at end of year2004-12-31$0
Total plan liabilities at beginning of year2004-12-31$0
Total income from all sources2004-12-31$49,728
Expenses. Total of all expenses incurred2004-12-31$584
Total plan assets at end of year2004-12-31$602,204
Total plan assets at beginning of year2004-12-31$553,060
Other income received2004-12-31$46,149
Net income (gross income less expenses)2004-12-31$49,144
Net plan assets at end of year (total assets less liabilities)2004-12-31$602,204
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$553,060
Total contributions received or receivable from employer(s)2004-12-31$3,579
Expenses. Administrative service providers (salaries,fees and commissions)2004-12-31$584
2003 : JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2003 401k financial data
Total plan liabilities at end of year2003-12-31$0
Total plan liabilities at beginning of year2003-12-31$0
Total income from all sources2003-12-31$116,168
Expenses. Total of all expenses incurred2003-12-31$531
Total plan assets at end of year2003-12-31$553,060
Total plan assets at beginning of year2003-12-31$437,423
Other income received2003-12-31$112,589
Net income (gross income less expenses)2003-12-31$115,637
Net plan assets at end of year (total assets less liabilities)2003-12-31$553,060
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$437,423
Total contributions received or receivable from employer(s)2003-12-31$3,579
Expenses. Administrative service providers (salaries,fees and commissions)2003-12-31$531
2002 : JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2002 401k financial data
Total plan liabilities at end of year2002-12-31$0
Total plan liabilities at beginning of year2002-12-31$0
Total income from all sources2002-12-31$-69,960
Expenses. Total of all expenses incurred2002-12-31$484
Total plan assets at end of year2002-12-31$437,423
Total plan assets at beginning of year2002-12-31$507,867
Other income received2002-12-31$-73,539
Net income (gross income less expenses)2002-12-31$-70,444
Net plan assets at end of year (total assets less liabilities)2002-12-31$437,423
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$507,867
Total contributions received or receivable from employer(s)2002-12-31$3,579
Expenses. Administrative service providers (salaries,fees and commissions)2002-12-31$484
2001 : JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2001 401k financial data
Total plan liabilities at end of year2001-12-31$0
Total plan liabilities at beginning of year2001-12-31$0
Total income from all sources2001-12-31$-98,937
Expenses. Total of all expenses incurred2001-12-31$40
Total plan assets at end of year2001-12-31$507,867
Total plan assets at beginning of year2001-12-31$607,244
Other income received2001-12-31$-102,516
Net income (gross income less expenses)2001-12-31$-98,977
Net plan assets at end of year (total assets less liabilities)2001-12-31$507,867
Net plan assets at beginning of year (total assets less liabilities)2001-12-31$607,244
Total contributions received or receivable from employer(s)2001-12-31$3,579
Expenses. Administrative service providers (salaries,fees and commissions)2001-12-31$40
2000 : JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2000 401k financial data
Total plan liabilities at end of year2000-01-01$0
Total plan liabilities at beginning of year2000-01-01$0
Total income from all sources2000-01-01$-212,195
Expenses. Total of all expenses incurred2000-01-01$401
Total plan assets at end of year2000-01-01$607,244
Total plan assets at beginning of year2000-01-01$819,840
Other income received2000-01-01$-215,774
Net income (gross income less expenses)2000-01-01$-212,596
Net plan assets at end of year (total assets less liabilities)2000-01-01$607,244
Net plan assets at beginning of year (total assets less liabilities)2000-01-01$819,840
Total contributions received or receivable from employer(s)2000-01-01$3,579
Expenses. Administrative service providers (salaries,fees and commissions)2000-01-01$401
1999 : JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 1999 401k financial data
Total plan liabilities at end of year1999-01-01$0
Total plan liabilities at beginning of year1999-01-01$0
Total income from all sources1999-01-01$218,903
Expenses. Total of all expenses incurred1999-01-01$365
Total plan assets at end of year1999-01-01$819,840
Total plan assets at beginning of year1999-01-01$601,302
Other income received1999-01-01$215,324
Net income (gross income less expenses)1999-01-01$218,538
Net plan assets at end of year (total assets less liabilities)1999-01-01$819,840
Net plan assets at beginning of year (total assets less liabilities)1999-01-01$601,302
Total contributions received or receivable from employer(s)1999-01-01$3,579
Expenses. Administrative service providers (salaries,fees and commissions)1999-01-01$365

Form 5500 Responses for JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST

2010: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes
2004: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement – InsuranceYes
2004-01-01Plan benefit arrangement - TrustYes
2003: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement – InsuranceYes
2003-01-01Plan benefit arrangement - TrustYes
2002: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – InsuranceYes
2002-01-01Plan funding arrangement – TrustYes
2002-01-01Plan benefit arrangement – InsuranceYes
2002-01-01Plan benefit arrangement - TrustYes
2001: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – InsuranceYes
2001-01-01Plan funding arrangement – TrustYes
2001-01-01Plan benefit arrangement – InsuranceYes
2001-01-01Plan benefit arrangement - TrustYes
2000: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
2000-01-01Plan funding arrangement – InsuranceYes
2000-01-01Plan funding arrangement – TrustYes
2000-01-01Plan benefit arrangement – InsuranceYes
2000-01-01Plan benefit arrangement - TrustYes
1999: JOSEPH A JANIK, D.D.S., S.C. PROFIT SHARING PLAN AND TRUST 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01First time form 5500 has been submittedYes
1999-01-01Submission has been amendedNo
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1999-01-01Plan funding arrangement – InsuranceYes
1999-01-01Plan funding arrangement – TrustYes
1999-01-01Plan benefit arrangement – InsuranceYes
1999-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13258
Policy instance 1
Insurance contract or identification number13258
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $1,065
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1065
Insurance broker nameG FRED SMITH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13258
Policy instance 1
Insurance contract or identification number13258
Number of Individuals Covered1
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of fees paid to insurance companyUSD $970
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees970
Insurance broker nameG FRED SMITH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13258
Policy instance 1
Insurance contract or identification number13258
Number of Individuals Covered1
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of fees paid to insurance companyUSD $833
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees833
Insurance broker nameG FRED SMITH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13258
Policy instance 1
Insurance contract or identification number13258
Number of Individuals Covered1
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of fees paid to insurance companyUSD $800
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees800
Insurance broker nameG FRED SMITH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13258
Policy instance 1
Insurance contract or identification number13258
Number of Individuals Covered1
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of fees paid to insurance companyUSD $721
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees721
Insurance broker nameG FRED SMITH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13258
Policy instance 1
Insurance contract or identification number13258
Number of Individuals Covered1
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of fees paid to insurance companyUSD $649
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees649
Insurance broker nameG FRED SMITH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13258
Policy instance 1
Insurance contract or identification number13258
Number of Individuals Covered1
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Total amount of fees paid to insurance companyUSD $584
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees584
Insurance broker nameG FRED SMITH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13258
Policy instance 1
Insurance contract or identification number13258
Number of Individuals Covered1
Insurance policy start date2003-01-01
Insurance policy end date2003-12-31
Total amount of fees paid to insurance companyUSD $531
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees531
Insurance broker nameG FRED SMITH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13258
Policy instance 1
Insurance contract or identification number13258
Number of Individuals Covered1
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of fees paid to insurance companyUSD $484
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees484
Insurance broker nameG FRED SMITH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13258
Policy instance 1
Insurance contract or identification number13258
Number of Individuals Covered1
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
Total amount of fees paid to insurance companyUSD $440
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees440
Insurance broker nameG FRED SMITH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13258
Policy instance 1
Insurance contract or identification number13258
Number of Individuals Covered1
Insurance policy start date2000-01-01
Insurance policy end date2000-12-31
Total amount of fees paid to insurance companyUSD $401
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees401
Insurance broker nameG FRED SMITH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13258
Policy instance 1
Insurance contract or identification number13258
Number of Individuals Covered1
Insurance policy start date1999-01-01
Insurance policy end date1999-12-31
Total amount of fees paid to insurance companyUSD $365
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees365
Insurance broker nameG FRED SMITH

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