401k Plan data: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN plan

GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	003

GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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

GREG A. LOITZ, DDS, MD, INC. has sponsored the creation of one or more 401k plans.

Company Name: GREG A. LOITZ, DDS, MD, INC.

Employer identification number (EIN): 770069424

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-09-01
003 2015-09-01
003 2014-09-01
003 2013-09-01 GREG A. LOITZ
003 2012-09-01 GREG A. LOITZ
003 2011-09-01 GREG A. LOITZ
003 2010-09-01 GREG A. LOITZ
003 2009-09-01 GREG A. LOITZ

Plan Statistics for GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 0
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 0
Total of all active and inactive participants 2016-09-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 0
Number of participants with account balances 2016-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 4
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 0
Total of all active and inactive participants 2015-09-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 4
Number of participants with account balances 2015-09-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 4
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 0
Total of all active and inactive participants 2014-09-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 4
Number of participants with account balances 2014-09-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 4
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 1
Total of all active and inactive participants 2013-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 5
Number of participants with account balances 2013-09-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 5
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 0
Total of all active and inactive participants 2012-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 5
Number of participants with account balances 2012-09-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 5
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 0
Total of all active and inactive participants 2011-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 5
Number of participants with account balances 2011-09-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 5
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 0
Total of all active and inactive participants 2010-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 5
Number of participants with account balances 2010-09-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0
2009: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 5
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 0
Total of all active and inactive participants 2009-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 5
Number of participants with account balances 2009-09-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2016: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	0
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	0
Total of all active and inactive participants	2016-09-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	0
Number of participants with account balances	2016-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	4
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	0
Total of all active and inactive participants	2015-09-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	4
Number of participants with account balances	2015-09-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	4
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	0
Total of all active and inactive participants	2014-09-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	4
Number of participants with account balances	2014-09-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	4
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	1
Total of all active and inactive participants	2013-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	5
Number of participants with account balances	2013-09-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	5
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	0
Total of all active and inactive participants	2012-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	5
Number of participants with account balances	2012-09-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	5
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	0
Total of all active and inactive participants	2011-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	5
Number of participants with account balances	2011-09-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	5
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	0
Total of all active and inactive participants	2010-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	5
Number of participants with account balances	2010-09-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0
2009: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	5
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	0
Total of all active and inactive participants	2009-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	5
Number of participants with account balances	2009-09-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$29,413
Expenses. Total of all expenses incurred	2017-06-30	$1,279,258
Benefits paid (including direct rollovers)	2017-06-30	$1,269,258
Total plan assets at end of year	2017-06-30	$0
Total plan assets at beginning of year	2017-06-30	$1,249,845
Value of fidelity bond covering the plan	2017-06-30	$640,000
Assets. Value of loans (other than to participants)	2017-06-30	$0
Other income received	2017-06-30	$29,413
Net income (gross income less expenses)	2017-06-30	$-1,249,845
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$1,249,845
Assets. Value of participant loans	2017-06-30	$0
Value of corrective distributions	2017-06-30	$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-06-30	$540,568
2016 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-08-31	$42,604
Expenses. Total of all expenses incurred	2016-08-31	$0
Total plan assets at end of year	2016-08-31	$1,249,845
Total plan assets at beginning of year	2016-08-31	$1,207,241
Value of fidelity bond covering the plan	2016-08-31	$640,000
Total contributions received or receivable from participants	2016-08-31	$16,100
Assets. Value of loans (other than to participants)	2016-08-31	$552,150
Other income received	2016-08-31	$17,175
Net income (gross income less expenses)	2016-08-31	$42,604
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$1,249,845
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$1,207,241
Total contributions received or receivable from employer(s)	2016-08-31	$9,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
2015 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-08-31	$-15,733
Expenses. Total of all expenses incurred	2015-08-31	$25,829
Benefits paid (including direct rollovers)	2015-08-31	$25,829
Total plan assets at end of year	2015-08-31	$1,207,241
Total plan assets at beginning of year	2015-08-31	$1,248,803
Value of fidelity bond covering the plan	2015-08-31	$710,000
Total contributions received or receivable from participants	2015-08-31	$16,400
Assets. Value of loans (other than to participants)	2015-08-31	$562,150
Other income received	2015-08-31	$-39,358
Net income (gross income less expenses)	2015-08-31	$-41,562
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$1,207,241
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$1,248,803
Assets. Value of assets in partnership/joint-venture interests	2015-08-31	$0
Total contributions received or receivable from employer(s)	2015-08-31	$7,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
2014 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-08-31	$-6,119
Expenses. Total of all expenses incurred	2014-08-31	$0
Total plan assets at end of year	2014-08-31	$1,248,803
Total plan assets at beginning of year	2014-08-31	$1,254,922
Value of fidelity bond covering the plan	2014-08-31	$1,080,000
Total contributions received or receivable from participants	2014-08-31	$11,800
Assets. Value of loans (other than to participants)	2014-08-31	$628,832
Other income received	2014-08-31	$-31,425
Net income (gross income less expenses)	2014-08-31	$-6,119
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$1,248,803
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$1,254,922
Assets. Value of assets in partnership/joint-venture interests	2014-08-31	$81,000
Total contributions received or receivable from employer(s)	2014-08-31	$13,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
2013 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-08-31	$59,243
Expenses. Total of all expenses incurred	2013-08-31	$6,478
Total plan assets at end of year	2013-08-31	$1,254,922
Total plan assets at beginning of year	2013-08-31	$1,202,157
Value of fidelity bond covering the plan	2013-08-31	$1,110,000
Total contributions received or receivable from participants	2013-08-31	$10,100
Assets. Value of loans (other than to participants)	2013-08-31	$751,875
Contributions received from other sources (not participants or employers)	2013-08-31	$0
Other income received	2013-08-31	$38,871
Net income (gross income less expenses)	2013-08-31	$52,765
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$1,254,922
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$1,202,157
Assets. Value of participant loans	2013-08-31	$378
Assets. Value of assets in partnership/joint-venture interests	2013-08-31	$156,589
Total contributions received or receivable from employer(s)	2013-08-31	$10,272
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$6,478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
2012 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-08-31	$29,271
Expenses. Total of all expenses incurred	2012-08-31	$23,724
Total plan assets at end of year	2012-08-31	$1,202,157
Total plan assets at beginning of year	2012-08-31	$1,196,610
Value of fidelity bond covering the plan	2012-08-31	$1,250,000
Total contributions received or receivable from participants	2012-08-31	$9,200
Assets. Value of loans (other than to participants)	2012-08-31	$812,399
Other income received	2012-08-31	$11,538
Net income (gross income less expenses)	2012-08-31	$5,547
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$1,202,157
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$1,196,610
Assets. Value of participant loans	2012-08-31	$918
Assets. Value of assets in partnership/joint-venture interests	2012-08-31	$166,683
Total contributions received or receivable from employer(s)	2012-08-31	$8,533
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$23,724
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
2011 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-08-31	$2,300
Expenses. Total of all expenses incurred	2011-08-31	$27,539
Total plan assets at end of year	2011-08-31	$1,196,610
Total plan assets at beginning of year	2011-08-31	$1,221,849
Value of fidelity bond covering the plan	2011-08-31	$1,290,000
Total contributions received or receivable from participants	2011-08-31	$9,650
Assets. Value of loans (other than to participants)	2011-08-31	$889,650
Expenses. Other expenses not covered elsewhere	2011-08-31	$27,539
Other income received	2011-08-31	$-15,700
Net income (gross income less expenses)	2011-08-31	$-25,239
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$1,196,610
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$1,221,849
Assets. Value of participant loans	2011-08-31	$1,426
Assets. Value of assets in partnership/joint-venture interests	2011-08-31	$169,787
Total contributions received or receivable from employer(s)	2011-08-31	$8,350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
2010 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0

Form 5500 Responses for GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN

2016: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	Yes
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GREG A. LOITZ, DDS, MD, INC.
Employer identification number (EIN):	770069424
NAIC Classification:	621210
NAIC Description:	Offices of Dentists