401k Plan data: ROSENBERG & TAJICK DDS RETIREMENT PLAN plan

ROSENBERG & TAJICK DDS RETIREMENT PLAN 401k Plan overview

Plan Name	ROSENBERG & TAJICK DDS RETIREMENT PLAN
Plan identification number	001

ROSENBERG & TAJICK DDS RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ROSENBERG & TAJICK DDS has sponsored the creation of one or more 401k plans.

Company Name: ROSENBERG & TAJICK DDS

Employer identification number (EIN): 521137972

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSENBERG & TAJICK DDS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KRISTI MILLER 2024-10-15
001 2022-01-01 KRISTI MILLER 2023-10-12 KRISTI MILLER 2023-10-12
001 2021-01-01 KRISTI MILLER 2022-07-13 KRISTI MILLER 2022-07-13
001 2020-01-01 KRISTI MILLER 2021-07-26 KRISTI MILLER 2021-07-26
001 2019-01-01 KRISTI MILLER 2020-07-22
001 2018-01-01 KRISTI MILLER 2019-07-17
001 2017-01-01 KRISTI MILLER 2018-08-28
001 2016-01-01 KRISTI MILLER 2017-06-29
001 2015-01-01 KRISTI MILLER 2016-07-19
001 2014-01-01 KRISTI MILLER 2015-07-13
001 2013-01-01 KRISTI MILLER 2014-06-16
001 2012-01-01 KRISTI MILLER
001 2011-01-01 KRISTI MILLER
001 2010-01-01 PHYLLIS MARKIN
001 2009-01-01 PHYLLIS MARKIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KRISTI MILLER	2024-10-15
001	2022-01-01	KRISTI MILLER	2023-10-12	KRISTI MILLER	2023-10-12
001	2021-01-01	KRISTI MILLER	2022-07-13	KRISTI MILLER	2022-07-13
001	2020-01-01	KRISTI MILLER	2021-07-26	KRISTI MILLER	2021-07-26
001	2019-01-01	KRISTI MILLER	2020-07-22
001	2018-01-01	KRISTI MILLER	2019-07-17
001	2017-01-01	KRISTI MILLER	2018-08-28
001	2016-01-01	KRISTI MILLER	2017-06-29
001	2015-01-01	KRISTI MILLER	2016-07-19
001	2014-01-01	KRISTI MILLER	2015-07-13
001	2013-01-01	KRISTI MILLER	2014-06-16
001	2012-01-01	KRISTI MILLER
001	2011-01-01	KRISTI MILLER
001	2010-01-01	PHYLLIS MARKIN
001	2009-01-01	PHYLLIS MARKIN

Plan Statistics for ROSENBERG & TAJICK DDS RETIREMENT PLAN

401k plan membership statisitcs for ROSENBERG & TAJICK DDS RETIREMENT PLAN

Measure Date Value
2012: ROSENBERG & TAJICK DDS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROSENBERG & TAJICK DDS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ROSENBERG & TAJICK DDS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 15
Number of participants with account balances 2010-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ROSENBERG & TAJICK DDS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2012: ROSENBERG & TAJICK DDS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROSENBERG & TAJICK DDS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ROSENBERG & TAJICK DDS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	15
Number of participants with account balances	2010-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ROSENBERG & TAJICK DDS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on ROSENBERG & TAJICK DDS RETIREMENT PLAN

Measure	Date	Value
2012 : ROSENBERG & TAJICK DDS RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$245,004
Expenses. Total of all expenses incurred	2012-12-31	$80,271
Benefits paid (including direct rollovers)	2012-12-31	$80,271
Total plan assets at end of year	2012-12-31	$1,353,985
Total plan assets at beginning of year	2012-12-31	$1,189,252
Value of fidelity bond covering the plan	2012-12-31	$151,651
Total contributions received or receivable from participants	2012-12-31	$20,900
Other income received	2012-12-31	$202,255
Net income (gross income less expenses)	2012-12-31	$164,733
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,353,985
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,189,252
Total contributions received or receivable from employer(s)	2012-12-31	$21,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROSENBERG & TAJICK DDS RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-31,629
Expenses. Total of all expenses incurred	2011-12-31	$295,923
Benefits paid (including direct rollovers)	2011-12-31	$295,923
Total plan assets at end of year	2011-12-31	$1,189,252
Total plan assets at beginning of year	2011-12-31	$1,516,804
Value of fidelity bond covering the plan	2011-12-31	$151,651
Total contributions received or receivable from participants	2011-12-31	$29,015
Other income received	2011-12-31	$-82,208
Net income (gross income less expenses)	2011-12-31	$-327,552
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,189,252
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,516,804
Total contributions received or receivable from employer(s)	2011-12-31	$21,564
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROSENBERG & TAJICK DDS RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$329,536
Expenses. Total of all expenses incurred	2010-12-31	$35,738
Benefits paid (including direct rollovers)	2010-12-31	$35,177
Total plan assets at end of year	2010-12-31	$1,516,804
Total plan assets at beginning of year	2010-12-31	$1,223,006
Value of fidelity bond covering the plan	2010-12-31	$122,300
Total contributions received or receivable from participants	2010-12-31	$51,635
Other income received	2010-12-31	$174,807
Net income (gross income less expenses)	2010-12-31	$293,798
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,516,804
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,223,006
Total contributions received or receivable from employer(s)	2010-12-31	$103,094
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$561

Form 5500 Responses for ROSENBERG & TAJICK DDS RETIREMENT PLAN

2012: ROSENBERG & TAJICK DDS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROSENBERG & TAJICK DDS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROSENBERG & TAJICK DDS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROSENBERG & TAJICK DDS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROSENBERG & TAJICK DDS
Employer identification number (EIN):	521137972
NAIC Classification:	621210
NAIC Description:	Offices of Dentists