BELITZ & BELITZ, DDS, P.C. F/K/A JUDITH A. BELITZ, D.D.S. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN F. BELITZ D.D.S. P.C. PENSION PLAN
401k plan membership statisitcs for JOHN F. BELITZ D.D.S. P.C. PENSION PLAN
| Measure | Date | Value |
|---|
| 2011: JOHN F. BELITZ D.D.S. P.C. PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 4 |
| Total of all active and inactive participants | 2011-11-01 | 4 |
| Total participants | 2011-11-01 | 4 |
| Number of participants with account balances | 2011-11-01 | 4 |
| 2009: JOHN F. BELITZ D.D.S. P.C. PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 5 |
| Total of all active and inactive participants | 2009-11-01 | 5 |
| Total participants | 2009-11-01 | 5 |
| Number of participants with account balances | 2009-11-01 | 5 |
| 2008: JOHN F. BELITZ D.D.S. P.C. PENSION PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-11-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-11-01 | 5 |
| Total of all active and inactive participants | 2008-11-01 | 5 |
| Total participants | 2008-11-01 | 5 |
| Number of participants with account balances | 2008-11-01 | 5 |
| Measure | Date | Value |
|---|
| 2012 : JOHN F. BELITZ D.D.S. P.C. PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-10-31 | $128,197 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $72,219 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $59,915 |
| Total plan assets at end of year | 2012-10-31 | $1,429,756 |
| Total plan assets at beginning of year | 2012-10-31 | $1,373,778 |
| Value of fidelity bond covering the plan | 2012-10-31 | $950,000 |
| Other income received | 2012-10-31 | $98,478 |
| Net income (gross income less expenses) | 2012-10-31 | $55,978 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,429,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,373,778 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $29,719 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $12,304 |
| 2011 : JOHN F. BELITZ D.D.S. P.C. PENSION PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-10-31 | $397,040 |
| Total income from all sources | 2011-10-31 | $-64,544 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $58,044 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $50,000 |
| Total plan assets at end of year | 2011-10-31 | $1,373,778 |
| Total plan assets at beginning of year | 2011-10-31 | $1,099,326 |
| Value of fidelity bond covering the plan | 2011-10-31 | $950,000 |
| Other income received | 2011-10-31 | $-95,636 |
| Net income (gross income less expenses) | 2011-10-31 | $-122,588 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $1,373,778 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,099,326 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $31,092 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $8,044 |
| 2010 : JOHN F. BELITZ D.D.S. P.C. PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-10-31 | $32,204 |
| Expenses. Total of all expenses incurred | 2010-10-31 | $9,492 |
| Total plan assets at end of year | 2010-10-31 | $1,099,326 |
| Total plan assets at beginning of year | 2010-10-31 | $1,076,614 |
| Value of fidelity bond covering the plan | 2010-10-31 | $700,000 |
| Other income received | 2010-10-31 | $1,609 |
| Net income (gross income less expenses) | 2010-10-31 | $22,712 |
| Net plan assets at end of year (total assets less liabilities) | 2010-10-31 | $1,099,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-10-31 | $1,076,614 |
| Total contributions received or receivable from employer(s) | 2010-10-31 | $30,595 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-10-31 | $9,492 |
| 2009 : JOHN F. BELITZ D.D.S. P.C. PENSION PLAN 2009 401k financial data |
|---|
| Total income from all sources | 2009-10-31 | $40,556 |
| Expenses. Total of all expenses incurred | 2009-10-31 | $9,538 |
| Total plan assets at end of year | 2009-10-31 | $1,076,614 |
| Total plan assets at beginning of year | 2009-10-31 | $1,045,596 |
| Value of fidelity bond covering the plan | 2009-10-31 | $700,000 |
| Other income received | 2009-10-31 | $-23,782 |
| Net income (gross income less expenses) | 2009-10-31 | $31,018 |
| Net plan assets at end of year (total assets less liabilities) | 2009-10-31 | $1,076,614 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-10-31 | $1,045,596 |
| Total contributions received or receivable from employer(s) | 2009-10-31 | $64,338 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2009-10-31 | $9,538 |
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