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PAUL R. SMAGLICK DDS PSP 401k Plan overview

Plan NamePAUL R. SMAGLICK DDS PSP
Plan identification number 001

PAUL R. SMAGLICK DDS PSP 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PAUL SMAGLICK has sponsored the creation of one or more 401k plans.

Company Name:PAUL SMAGLICK
Employer identification number (EIN):391417835
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL R. SMAGLICK DDS PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01PAUL R. SMAGLICK2015-07-20
0012013-01-01PAUL R. SMAGLICK2014-07-29
0012012-01-01PAUL R. SMAGLICK2013-07-30
0012011-01-01PAUL R. SMAGLICK2012-09-14
0012010-01-01TERRENCE RICE
0012009-01-01TERRENCE RICE

Plan Statistics for PAUL R. SMAGLICK DDS PSP

401k plan membership statisitcs for PAUL R. SMAGLICK DDS PSP

Measure Date Value
2010: PAUL R. SMAGLICK DDS PSP 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: PAUL R. SMAGLICK DDS PSP 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on PAUL R. SMAGLICK DDS PSP

Measure Date Value
2010 : PAUL R. SMAGLICK DDS PSP 2010 401k financial data
Total income from all sources2010-12-31$30,634
Total plan assets at end of year2010-12-31$425,797
Total plan assets at beginning of year2010-12-31$395,163
Value of fidelity bond covering the plan2010-12-31$35,000
Other income received2010-12-31$8,434
Net income (gross income less expenses)2010-12-31$30,634
Net plan assets at end of year (total assets less liabilities)2010-12-31$425,797
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$395,163
Total contributions received or receivable from employer(s)2010-12-31$22,200

Form 5500 Responses for PAUL R. SMAGLICK DDS PSP

2010: PAUL R. SMAGLICK DDS PSP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PAUL R. SMAGLICK DDS PSP 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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