ERIC A FORETICH DDS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ERIC A FORETICH MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2016: ERIC A FORETICH MONEY PURCHASE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 1 |
| Number of participants with account balances | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ERIC A FORETICH MONEY PURCHASE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2016 : ERIC A FORETICH MONEY PURCHASE PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $104,065 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $48,053 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $43,156 |
| Total plan assets at end of year | 2016-12-31 | $953,466 |
| Total plan assets at beginning of year | 2016-12-31 | $897,454 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $4,897 |
| Other income received | 2016-12-31 | $59,998 |
| Net income (gross income less expenses) | 2016-12-31 | $56,012 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $953,466 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $897,454 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $745,000 |
| Assets. Value of employer securities | 2016-12-31 | $208,466 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $44,067 |
| 2015 : ERIC A FORETICH MONEY PURCHASE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $49,000 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $53,146 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $35,715 |
| Total plan assets at end of year | 2015-12-31 | $1,006,698 |
| Total plan assets at beginning of year | 2015-12-31 | $1,010,844 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $17,031 |
| Net income (gross income less expenses) | 2015-12-31 | $-4,146 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,006,698 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,010,844 |
| Assets. Value of employer securities | 2015-12-31 | $261,698 |
| Assets. Value of employer real property | 2015-12-31 | $745,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $49,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $400 |
| 2016: ERIC A FORETICH MONEY PURCHASE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ERIC A FORETICH MONEY PURCHASE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
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