401k Plan data: JOHN D. LENTZ, DDS PROFIT SHARING PLAN plan

JOHN D. LENTZ, DDS PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN D. LENTZ, DDS PROFIT SHARING PLAN
Plan identification number	001

JOHN D. LENTZ, DDS PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN D LENTZ, DDS has sponsored the creation of one or more 401k plans.

Company Name: JOHN D LENTZ, DDS

Employer identification number (EIN): 541139719

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN D. LENTZ, DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01 JOHN D LENTZ 2015-12-30
001 2013-01-01 JOHN D LENTZ 2015-12-30
001 2012-01-01 JOHN D LENTZ 2015-12-30
001 2011-01-01 JOHN D LENTZ 2015-12-30
001 2010-01-01 JOHN D LENTZ 2015-12-30
001 2009-01-01 JOHN D LENTZ 2015-12-30
001 2008-01-01 JOHN D LENTZ
001 2007-01-01 JOHN D LENTZ
001 2006-01-01 JOHN D LENTZ
001 2005-01-01 JOHN D LENTZ
001 2004-01-01 JOHN D LENTZ
001 2003-01-01 JOHN D LENTZ
001 2002-01-01 JOHN D LENTZ
001 2001-01-01 JOHN D LENTZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01
001	2014-01-01	JOHN D LENTZ	2015-12-30
001	2013-01-01	JOHN D LENTZ	2015-12-30
001	2012-01-01	JOHN D LENTZ	2015-12-30
001	2011-01-01	JOHN D LENTZ	2015-12-30
001	2010-01-01	JOHN D LENTZ	2015-12-30
001	2009-01-01	JOHN D LENTZ	2015-12-30
001	2008-01-01	JOHN D LENTZ
001	2007-01-01	JOHN D LENTZ
001	2006-01-01	JOHN D LENTZ
001	2005-01-01	JOHN D LENTZ
001	2004-01-01	JOHN D LENTZ
001	2003-01-01	JOHN D LENTZ
001	2002-01-01	JOHN D LENTZ
001	2001-01-01	JOHN D LENTZ

Plan Statistics for JOHN D. LENTZ, DDS PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN D. LENTZ, DDS PROFIT SHARING PLAN

Measure Date Value
2008: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 4
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 5
Total of all active and inactive participants 2008-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 9
Number of participants with account balances 2008-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 1
2007: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 3
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 5
Total of all active and inactive participants 2007-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 8
Number of participants with account balances 2007-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 1
2006: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 2
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 4
Total of all active and inactive participants 2006-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 6
Number of participants with account balances 2006-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 1
2005: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year 2005-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 3
Number of retired or separated participants receiving benefits 2005-01-01 0
Number of other retired or separated participants entitled to future benefits 2005-01-01 3
Total of all active and inactive participants 2005-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-01-01 0
Total participants 2005-01-01 6
Number of participants with account balances 2005-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-01-01 1
2004: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year 2004-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2004-01-01 2
Number of retired or separated participants receiving benefits 2004-01-01 0
Number of other retired or separated participants entitled to future benefits 2004-01-01 2
Total of all active and inactive participants 2004-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-01-01 0
Total participants 2004-01-01 4
Number of participants with account balances 2004-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-01-01 0
2003: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year 2003-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2003-01-01 2
Number of retired or separated participants receiving benefits 2003-01-01 0
Number of other retired or separated participants entitled to future benefits 2003-01-01 2
Total of all active and inactive participants 2003-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2003-01-01 0
Total participants 2003-01-01 4
Number of participants with account balances 2003-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2003-01-01 0
2002: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2002 401k membership
Total participants, beginning-of-year 2002-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2002-01-01 2
Number of retired or separated participants receiving benefits 2002-01-01 0
Number of other retired or separated participants entitled to future benefits 2002-01-01 2
Total of all active and inactive participants 2002-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2002-01-01 0
Total participants 2002-01-01 4
Number of participants with account balances 2002-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2002-01-01 0
2001: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2001 401k membership
Total participants, beginning-of-year 2001-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2001-01-01 3
Number of retired or separated participants receiving benefits 2001-01-01 0
Number of other retired or separated participants entitled to future benefits 2001-01-01 3
Total of all active and inactive participants 2001-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2001-01-01 0
Total participants 2001-01-01 6
Number of participants with account balances 2001-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2001-01-01 0

Measure	Date	Value
2008: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	4
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	5
Total of all active and inactive participants	2008-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	9
Number of participants with account balances	2008-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	1
2007: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	3
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	5
Total of all active and inactive participants	2007-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	8
Number of participants with account balances	2007-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	1
2006: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	2
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	4
Total of all active and inactive participants	2006-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	6
Number of participants with account balances	2006-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	1
2005: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year	2005-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	3
Number of retired or separated participants receiving benefits	2005-01-01	0
Number of other retired or separated participants entitled to future benefits	2005-01-01	3
Total of all active and inactive participants	2005-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-01-01	0
Total participants	2005-01-01	6
Number of participants with account balances	2005-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-01-01	1
2004: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year	2004-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2004-01-01	2
Number of retired or separated participants receiving benefits	2004-01-01	0
Number of other retired or separated participants entitled to future benefits	2004-01-01	2
Total of all active and inactive participants	2004-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-01-01	0
Total participants	2004-01-01	4
Number of participants with account balances	2004-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-01-01	0
2003: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year	2003-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2003-01-01	2
Number of retired or separated participants receiving benefits	2003-01-01	0
Number of other retired or separated participants entitled to future benefits	2003-01-01	2
Total of all active and inactive participants	2003-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2003-01-01	0
Total participants	2003-01-01	4
Number of participants with account balances	2003-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2003-01-01	0
2002: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2002 401k membership
Total participants, beginning-of-year	2002-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2002-01-01	2
Number of retired or separated participants receiving benefits	2002-01-01	0
Number of other retired or separated participants entitled to future benefits	2002-01-01	2
Total of all active and inactive participants	2002-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2002-01-01	0
Total participants	2002-01-01	4
Number of participants with account balances	2002-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2002-01-01	0
2001: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2001 401k membership
Total participants, beginning-of-year	2001-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2001-01-01	3
Number of retired or separated participants receiving benefits	2001-01-01	0
Number of other retired or separated participants entitled to future benefits	2001-01-01	3
Total of all active and inactive participants	2001-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2001-01-01	0
Total participants	2001-01-01	6
Number of participants with account balances	2001-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2001-01-01	0

Financial Data on JOHN D. LENTZ, DDS PROFIT SHARING PLAN

Measure	Date	Value
2008 : JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$-208,041
Expenses. Total of all expenses incurred	2008-12-31	$6,548
Benefits paid (including direct rollovers)	2008-12-31	$6,548
Total plan assets at end of year	2008-12-31	$550,685
Total plan assets at beginning of year	2008-12-31	$758,726
Value of fidelity bond covering the plan	2008-12-31	$50,000
Other income received	2008-12-31	$-237,041
Net income (gross income less expenses)	2008-12-31	$-208,041
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$550,685
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$758,726
Total contributions received or receivable from employer(s)	2008-12-31	$29,000
2007 : JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$56,305
Expenses. Total of all expenses incurred	2007-12-31	$6,548
Benefits paid (including direct rollovers)	2007-12-31	$6,548
Total plan assets at end of year	2007-12-31	$758,726
Total plan assets at beginning of year	2007-12-31	$702,421
Value of fidelity bond covering the plan	2007-12-31	$50,000
Other income received	2007-12-31	$29,305
Net income (gross income less expenses)	2007-12-31	$56,305
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$758,726
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$702,421
Total contributions received or receivable from employer(s)	2007-12-31	$27,000
2006 : JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2006 401k financial data
Total income from all sources	2006-12-31	$128,869
Expenses. Total of all expenses incurred	2006-12-31	$6,548
Benefits paid (including direct rollovers)	2006-12-31	$6,548
Total plan assets at end of year	2006-12-31	$702,421
Total plan assets at beginning of year	2006-12-31	$573,552
Value of fidelity bond covering the plan	2006-12-31	$50,000
Other income received	2006-12-31	$105,871
Net income (gross income less expenses)	2006-12-31	$128,869
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$702,421
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$573,552
Total contributions received or receivable from employer(s)	2006-12-31	$22,998
2005 : JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2005 401k financial data
Total income from all sources	2005-12-31	$61,736
Expenses. Total of all expenses incurred	2005-12-31	$6,548
Benefits paid (including direct rollovers)	2005-12-31	$6,548
Total plan assets at end of year	2005-12-31	$573,552
Total plan assets at beginning of year	2005-12-31	$511,816
Value of fidelity bond covering the plan	2005-12-31	$50,000
Other income received	2005-12-31	$40,736
Net income (gross income less expenses)	2005-12-31	$61,736
Net plan assets at end of year (total assets less liabilities)	2005-12-31	$573,552
Net plan assets at beginning of year (total assets less liabilities)	2005-12-31	$511,816
Total contributions received or receivable from employer(s)	2005-12-31	$21,000
2004 : JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2004 401k financial data
Total income from all sources	2004-12-31	$88,054
Expenses. Total of all expenses incurred	2004-12-31	$6,548
Benefits paid (including direct rollovers)	2004-12-31	$6,548
Total plan assets at end of year	2004-12-31	$511,816
Total plan assets at beginning of year	2004-12-31	$423,762
Value of fidelity bond covering the plan	2004-12-31	$50,000
Other income received	2004-12-31	$66,700
Net income (gross income less expenses)	2004-12-31	$88,054
Net plan assets at end of year (total assets less liabilities)	2004-12-31	$511,816
Net plan assets at beginning of year (total assets less liabilities)	2004-12-31	$423,762
Total contributions received or receivable from employer(s)	2004-12-31	$21,354
2003 : JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2003 401k financial data
Total income from all sources	2003-12-31	$118,816
Expenses. Total of all expenses incurred	2003-12-31	$6,548
Benefits paid (including direct rollovers)	2003-12-31	$6,548
Total plan assets at end of year	2003-12-31	$423,762
Total plan assets at beginning of year	2003-12-31	$304,946
Value of fidelity bond covering the plan	2003-12-31	$50,000
Other income received	2003-12-31	$92,816
Net income (gross income less expenses)	2003-12-31	$118,816
Net plan assets at end of year (total assets less liabilities)	2003-12-31	$423,762
Net plan assets at beginning of year (total assets less liabilities)	2003-12-31	$304,946
Total contributions received or receivable from employer(s)	2003-12-31	$26,000
2002 : JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2002 401k financial data
Total income from all sources	2002-12-31	$-11,671
Expenses. Total of all expenses incurred	2002-12-31	$6,548
Benefits paid (including direct rollovers)	2002-12-31	$6,548
Total plan assets at end of year	2002-12-31	$304,946
Total plan assets at beginning of year	2002-12-31	$323,165
Value of fidelity bond covering the plan	2002-12-31	$50,000
Other income received	2002-12-31	$-49,266
Net income (gross income less expenses)	2002-12-31	$-18,219
Net plan assets at end of year (total assets less liabilities)	2002-12-31	$304,946
Net plan assets at beginning of year (total assets less liabilities)	2002-12-31	$323,165
Total contributions received or receivable from employer(s)	2002-12-31	$37,595
2001 : JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2001 401k financial data
Total income from all sources	2001-12-31	$-14,473
Expenses. Total of all expenses incurred	2001-12-31	$0
Total plan assets at end of year	2001-12-31	$323,165
Total plan assets at beginning of year	2001-12-31	$337,638
Value of fidelity bond covering the plan	2001-12-31	$50,000
Other income received	2001-12-31	$-36,050
Net income (gross income less expenses)	2001-12-31	$-14,473
Net plan assets at end of year (total assets less liabilities)	2001-12-31	$323,165
Net plan assets at beginning of year (total assets less liabilities)	2001-12-31	$337,638
Total contributions received or receivable from employer(s)	2001-12-31	$21,577

Form 5500 Responses for JOHN D. LENTZ, DDS PROFIT SHARING PLAN

2008: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes
2005: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes
2004: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2004-01-01	Plan funding arrangement – Trust	Yes
2004-01-01	Plan benefit arrangement - Trust	Yes
2003: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No
2003-01-01	Plan funding arrangement – Trust	Yes
2003-01-01	Plan benefit arrangement - Trust	Yes
2002: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2002 form 5500 responses
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	Submission has been amended	No
2002-01-01	This submission is the final filing	No
2002-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-01-01	Plan is a collectively bargained plan	No
2002-01-01	Plan funding arrangement – Trust	Yes
2002-01-01	Plan benefit arrangement - Trust	Yes
2001: JOHN D. LENTZ, DDS PROFIT SHARING PLAN 2001 form 5500 responses
2001-01-01	Type of plan entity	Single employer plan
2001-01-01	Submission has been amended	No
2001-01-01	This submission is the final filing	No
2001-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-01-01	Plan is a collectively bargained plan	No
2001-01-01	Plan funding arrangement – Trust	Yes
2001-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN D LENTZ, DDS
Employer identification number (EIN):	541139719
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)