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DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameDAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST
Plan identification number 002

DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • 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

DAVID J. ZANER, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. ZANER, D.M.D., P.A.
Employer identification number (EIN):593626030
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01DAVID J. ZANER2015-07-13
0022013-01-01DAVID J. ZANER2014-04-22
0022012-01-01DAVID J. ZANER2013-07-29
0022011-01-01DAVID J. ZANER2012-03-05
0022009-01-01DAVID J. ZANER
0022009-01-01DAVID J. ZANER
0022009-01-01DAVID J. ZANER DAVID J. ZANER2010-05-18

Plan Statistics for DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST

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-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST

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 sources2010-12-31$92,257
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$339,713
Total plan assets at beginning of year2010-12-31$247,456
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$28,589
Other income received2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST

2009: DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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