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JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN
Plan identification number 001

JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

JAMES L. UNGER D.M.D., M.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMES L. UNGER D.M.D., M.S., P.C.
Employer identification number (EIN):431203516
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-07-01JAMES L. UNGER D.M.D., M.S., P.C.2019-09-12
0012017-07-01JAMES L. UNGER D.M.D., M.S., P.C.2018-09-05
0012016-07-01JAMES L. UNGER2017-08-18
0012013-07-01JAMES L. UNGER2014-10-06
0012012-07-01JAMES L. UNGER2013-10-04
0012011-07-01JAMES L. UNGER
0012009-07-01JAMES L. UNGER

Plan Statistics for JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2011: JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-018
Total number of active participants reported on line 7a of the Form 55002011-07-017
Total of all active and inactive participants2011-07-017
Total participants2011-07-017
Number of participants with account balances2011-07-017
2009: JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-018
Total number of active participants reported on line 7a of the Form 55002009-07-018
Total of all active and inactive participants2009-07-018
Total participants2009-07-018
Number of participants with account balances2009-07-018

Financial Data on JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2012 : JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$-87,985
Expenses. Total of all expenses incurred2012-06-30$18,858
Benefits paid (including direct rollovers)2012-06-30$5,285
Total plan assets at end of year2012-06-30$1,638,377
Total plan assets at beginning of year2012-06-30$1,745,220
Value of fidelity bond covering the plan2012-06-30$100,000
Expenses. Other expenses not covered elsewhere2012-06-30$238
Contributions received from other sources (not participants or employers)2012-06-30$79,550
Other income received2012-06-30$-187,535
Net income (gross income less expenses)2012-06-30$-106,843
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,638,377
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,745,220
Assets. Value of participant loans2012-06-30$99,746
Total contributions received or receivable from employer(s)2012-06-30$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$13,335
2011 : JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$322,865
Expenses. Total of all expenses incurred2011-06-30$2,731
Total plan assets at end of year2011-06-30$1,745,220
Total plan assets at beginning of year2011-06-30$1,425,086
Value of fidelity bond covering the plan2011-06-30$100,000
Expenses. Other expenses not covered elsewhere2011-06-30$190
Other income received2011-06-30$254,753
Net income (gross income less expenses)2011-06-30$320,134
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,745,220
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,425,086
Total contributions received or receivable from employer(s)2011-06-30$68,112
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$2,541

Form 5500 Responses for JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN

2011: JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: JAMES L. UNGER D.M.D., M.S., P.C. EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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