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RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN
Plan identification number 002

RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN Benefits

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

RICHARD J SCHOEB DDS CHARTERED has sponsored the creation of one or more 401k plans.

Company Name:RICHARD J SCHOEB DDS CHARTERED
Employer identification number (EIN):520959013
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01AMBROSE TO
0022013-01-01AMBROSE TO
0022012-01-01AMBROSE TO
0022011-01-01AMBROSE TO
0022010-01-01AMBROSE TO
0022009-01-01AMBROSE TO

Plan Statistics for RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN

Measure Date Value
2017: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011
Number of participants with account balances2010-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN

Measure Date Value
2018 : RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$61,991
Total income from all sources2018-12-31$0
Expenses. Total of all expenses incurred2018-12-31$1,500,384
Benefits paid (including direct rollovers)2018-12-31$1,500,384
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$1,562,375
Value of fidelity bond covering the plan2018-12-31$750,000
Net income (gross income less expenses)2018-12-31$-1,500,384
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,500,384
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$61,991
Total plan liabilities at beginning of year2017-12-31$46,750
Total income from all sources2017-12-31$737,764
Expenses. Total of all expenses incurred2017-12-31$1,875
Total plan assets at end of year2017-12-31$1,562,375
Total plan assets at beginning of year2017-12-31$811,245
Value of fidelity bond covering the plan2017-12-31$750,000
Expenses. Other expenses not covered elsewhere2017-12-31$1,875
Other income received2017-12-31$737,764
Net income (gross income less expenses)2017-12-31$735,889
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,500,384
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$764,495
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$46,750
Total plan liabilities at beginning of year2016-12-31$36,750
Total income from all sources2016-12-31$16
Expenses. Total of all expenses incurred2016-12-31$30,625
Benefits paid (including direct rollovers)2016-12-31$28,125
Total plan assets at end of year2016-12-31$811,245
Total plan assets at beginning of year2016-12-31$831,854
Value of fidelity bond covering the plan2016-12-31$750,000
Expenses. Other expenses not covered elsewhere2016-12-31$2,500
Other income received2016-12-31$16
Net income (gross income less expenses)2016-12-31$-30,609
Net plan assets at end of year (total assets less liabilities)2016-12-31$764,495
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$795,104
Assets. Value of real-estate (other than employer real property)2016-12-31$811,245
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$36,750
Total income from all sources2015-12-31$-2,508
Expenses. Total of all expenses incurred2015-12-31$55,085
Benefits paid (including direct rollovers)2015-12-31$45,000
Total plan assets at end of year2015-12-31$831,854
Total plan assets at beginning of year2015-12-31$852,697
Value of fidelity bond covering the plan2015-12-31$750,000
Expenses. Other expenses not covered elsewhere2015-12-31$10,085
Other income received2015-12-31$-2,508
Net income (gross income less expenses)2015-12-31$-57,593
Net plan assets at end of year (total assets less liabilities)2015-12-31$795,104
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$852,697
Assets. Value of real-estate (other than employer real property)2015-12-31$811,245
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$142,659
Expenses. Total of all expenses incurred2014-12-31$44,630
Benefits paid (including direct rollovers)2014-12-31$35,000
Total plan assets at end of year2014-12-31$852,697
Total plan assets at beginning of year2014-12-31$754,668
Value of fidelity bond covering the plan2014-12-31$750,000
Expenses. Other expenses not covered elsewhere2014-12-31$9,630
Contributions received from other sources (not participants or employers)2014-12-31$32,625
Other income received2014-12-31$110,034
Net income (gross income less expenses)2014-12-31$98,029
Net plan assets at end of year (total assets less liabilities)2014-12-31$852,697
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$754,668
Assets. Value of real-estate (other than employer real property)2014-12-31$811,245
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$50,000
Expenses. Total of all expenses incurred2013-12-31$44,887
Benefits paid (including direct rollovers)2013-12-31$35,400
Total plan assets at end of year2013-12-31$754,668
Total plan assets at beginning of year2013-12-31$749,555
Value of fidelity bond covering the plan2013-12-31$750,000
Expenses. Other expenses not covered elsewhere2013-12-31$9,487
Contributions received from other sources (not participants or employers)2013-12-31$50,000
Net income (gross income less expenses)2013-12-31$5,113
Net plan assets at end of year (total assets less liabilities)2013-12-31$754,668
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$749,555
Assets. Value of real-estate (other than employer real property)2013-12-31$701,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$84,515
Expenses. Total of all expenses incurred2012-12-31$100,000
Benefits paid (including direct rollovers)2012-12-31$100,000
Total plan assets at end of year2012-12-31$749,555
Total plan assets at beginning of year2012-12-31$765,040
Value of fidelity bond covering the plan2012-12-31$750,000
Contributions received from other sources (not participants or employers)2012-12-31$100,000
Other income received2012-12-31$-15,485
Net income (gross income less expenses)2012-12-31$-15,485
Net plan assets at end of year (total assets less liabilities)2012-12-31$749,555
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$765,040
Assets. Value of real-estate (other than employer real property)2012-12-31$701,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$326,319
Expenses. Total of all expenses incurred2011-12-31$46,121
Benefits paid (including direct rollovers)2011-12-31$32,838
Total plan assets at end of year2011-12-31$765,040
Total plan assets at beginning of year2011-12-31$484,842
Value of fidelity bond covering the plan2011-12-31$750,000
Expenses. Other expenses not covered elsewhere2011-12-31$13,283
Other income received2011-12-31$326,319
Net income (gross income less expenses)2011-12-31$280,198
Net plan assets at end of year (total assets less liabilities)2011-12-31$765,040
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$484,842
Assets. Value of real-estate (other than employer real property)2011-12-31$701,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$-2,150
Expenses. Total of all expenses incurred2010-12-31$33,059
Benefits paid (including direct rollovers)2010-12-31$33,059
Total plan assets at end of year2010-12-31$484,842
Total plan assets at beginning of year2010-12-31$520,051
Value of fidelity bond covering the plan2010-12-31$75,000
Other income received2010-12-31$-2,150
Net income (gross income less expenses)2010-12-31$-35,209
Net plan assets at end of year (total assets less liabilities)2010-12-31$484,842
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$520,051
Assets. Value of real-estate (other than employer real property)2010-12-31$375,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN

2017: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RICHARD J SCHOEB DDS CHARTERED PROFIT SHARING PLAN 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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