Plan Name | DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | DAVID J. ZANER, D.M.D., P.A. |
Employer identification number (EIN): | 593626030 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2014-01-01 | DAVID J. ZANER | 2015-07-13 | ||
002 | 2013-01-01 | DAVID J. ZANER | 2014-04-22 | ||
002 | 2012-01-01 | DAVID J. ZANER | 2013-07-29 | ||
002 | 2011-01-01 | DAVID J. ZANER | 2012-03-05 | ||
002 | 2009-01-01 | DAVID J. ZANER | |||
002 | 2009-01-01 | DAVID J. ZANER | |||
002 | 2009-01-01 | DAVID J. ZANER | DAVID J. ZANER | 2010-05-18 |
Measure | Date | Value |
---|---|---|
2009: DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $92,257 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $339,713 |
Total plan assets at beginning of year | 2010-12-31 | $247,456 |
Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
Total contributions received or receivable from participants | 2010-12-31 | $28,589 |
Other income received | 2010-12-31 | $21,184 |
Net income (gross income less expenses) | 2010-12-31 | $92,257 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $339,713 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $247,456 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $42,484 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2009: DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 |