401k Plan data: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN plan

DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN
Plan identification number	001

DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

DAVID L. JOLKOVSKY, DMD, MS has sponsored the creation of one or more 401k plans.

Company Name: DAVID L. JOLKOVSKY, DMD, MS

Employer identification number (EIN): 680280922

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DAVID JOLKOVSKY
001 2012-01-01 DAVID JOLKOVSKY
001 2011-01-01 DAVID JOLKOVSKY
001 2009-01-01 JUNGWHA ANN JOLKOVSKY 2010-10-15
001 2009-01-01 DAVID JOLKOVSKY
001 2009-01-01 JUNGWHA ANN JOLKOVSKY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	DAVID JOLKOVSKY
001	2012-01-01	DAVID JOLKOVSKY
001	2011-01-01	DAVID JOLKOVSKY
001	2009-01-01		JUNGWHA ANN JOLKOVSKY	2010-10-15
001	2009-01-01	DAVID JOLKOVSKY
001	2009-01-01	JUNGWHA ANN JOLKOVSKY

Plan Statistics for DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 1
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	1
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$0
Expenses. Total of all expenses incurred	2013-12-31	$272,874
Benefits paid (including direct rollovers)	2013-12-31	$272,874
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$272,874
Value of fidelity bond covering the plan	2013-12-31	$50,000
Net income (gross income less expenses)	2013-12-31	$-272,874
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$272,874
2012 : DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-11,753
Total plan assets at end of year	2012-12-31	$272,874
Total plan assets at beginning of year	2012-12-31	$284,627
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$-14,489
Net income (gross income less expenses)	2012-12-31	$-11,753
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$272,874
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$284,627
Assets. Value of participant loans	2012-12-31	$3,393
Total contributions received or receivable from employer(s)	2012-12-31	$2,736
2011 : DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$67,610
Expenses. Total of all expenses incurred	2011-12-31	$548
Total plan assets at end of year	2011-12-31	$284,627
Total plan assets at beginning of year	2011-12-31	$217,565
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$27,603
Other income received	2011-12-31	$30,428
Net income (gross income less expenses)	2011-12-31	$67,062
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$284,627
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$217,565
Assets. Value of participant loans	2011-12-31	$3,393
Total contributions received or receivable from employer(s)	2011-12-31	$9,579
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$548
2010 : DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$35,134
Expenses. Total of all expenses incurred	2010-12-31	$298
Total plan assets at end of year	2010-12-31	$217,565
Total plan assets at beginning of year	2010-12-31	$182,729
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$19,106
Other income received	2010-12-31	$5,268
Net income (gross income less expenses)	2010-12-31	$34,836
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$217,565
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$182,729
Assets. Value of participant loans	2010-12-31	$6,245
Total contributions received or receivable from employer(s)	2010-12-31	$10,760
Value of certain deemed distributions of participant loans	2010-12-31	$5,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$298

Form 5500 Responses for DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN

2013: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING 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: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING 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
2009: DAVID L. JOLKOVSKY, DMD, MS SAFE HARBOR 401(K) PROFIT SHARING 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	DAVID L. JOLKOVSKY, DMD, MS
Employer identification number (EIN):	680280922
NAIC Classification:	621210
NAIC Description:	Offices of Dentists