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

Plan NameGREG 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 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
  • 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 SignedName of Company SponsorDate Sponsor Signed
0032016-09-01
0032015-09-01
0032014-09-01
0032013-09-01GREG A. LOITZ
0032012-09-01GREG A. LOITZ
0032011-09-01GREG A. LOITZ
0032010-09-01GREG A. LOITZ
0032009-09-01GREG 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-year2016-09-014
Total number of active participants reported on line 7a of the Form 55002016-09-010
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-010
Number of participants with account balances2016-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-014
Total number of active participants reported on line 7a of the Form 55002015-09-014
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-014
Number of participants with account balances2015-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-015
Total number of active participants reported on line 7a of the Form 55002014-09-014
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-014
Number of participants with account balances2014-09-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-015
Total number of active participants reported on line 7a of the Form 55002013-09-014
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-011
Total of all active and inactive participants2013-09-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-015
Number of participants with account balances2013-09-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-015
Total number of active participants reported on line 7a of the Form 55002012-09-015
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-015
Number of participants with account balances2012-09-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-015
Total number of active participants reported on line 7a of the Form 55002011-09-015
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-015
Number of participants with account balances2011-09-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-015
Total number of active participants reported on line 7a of the Form 55002010-09-015
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-010
Total of all active and inactive participants2010-09-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-015
Number of participants with account balances2010-09-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-015
Total number of active participants reported on line 7a of the Form 55002009-09-015
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-015
Number of participants with account balances2009-09-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

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 sources2017-06-30$29,413
Expenses. Total of all expenses incurred2017-06-30$1,279,258
Benefits paid (including direct rollovers)2017-06-30$1,269,258
Total plan assets at end of year2017-06-30$0
Total plan assets at beginning of year2017-06-30$1,249,845
Value of fidelity bond covering the plan2017-06-30$640,000
Assets. Value of loans (other than to participants)2017-06-30$0
Other income received2017-06-30$29,413
Net income (gross income less expenses)2017-06-30$-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 loans2017-06-30$0
Value of corrective distributions2017-06-30$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$540,568
2016 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-08-31$42,604
Expenses. Total of all expenses incurred2016-08-31$0
Total plan assets at end of year2016-08-31$1,249,845
Total plan assets at beginning of year2016-08-31$1,207,241
Value of fidelity bond covering the plan2016-08-31$640,000
Total contributions received or receivable from participants2016-08-31$16,100
Assets. Value of loans (other than to participants)2016-08-31$552,150
Other income received2016-08-31$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 securities2016-08-31$0
2015 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-08-31$-15,733
Expenses. Total of all expenses incurred2015-08-31$25,829
Benefits paid (including direct rollovers)2015-08-31$25,829
Total plan assets at end of year2015-08-31$1,207,241
Total plan assets at beginning of year2015-08-31$1,248,803
Value of fidelity bond covering the plan2015-08-31$710,000
Total contributions received or receivable from participants2015-08-31$16,400
Assets. Value of loans (other than to participants)2015-08-31$562,150
Other income received2015-08-31$-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 interests2015-08-31$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 securities2015-08-31$0
2014 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-08-31$-6,119
Expenses. Total of all expenses incurred2014-08-31$0
Total plan assets at end of year2014-08-31$1,248,803
Total plan assets at beginning of year2014-08-31$1,254,922
Value of fidelity bond covering the plan2014-08-31$1,080,000
Total contributions received or receivable from participants2014-08-31$11,800
Assets. Value of loans (other than to participants)2014-08-31$628,832
Other income received2014-08-31$-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 interests2014-08-31$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 securities2014-08-31$0
2013 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-08-31$59,243
Expenses. Total of all expenses incurred2013-08-31$6,478
Total plan assets at end of year2013-08-31$1,254,922
Total plan assets at beginning of year2013-08-31$1,202,157
Value of fidelity bond covering the plan2013-08-31$1,110,000
Total contributions received or receivable from participants2013-08-31$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 received2013-08-31$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 loans2013-08-31$378
Assets. Value of assets in partnership/joint-venture interests2013-08-31$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 securities2013-08-31$0
2012 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-08-31$29,271
Expenses. Total of all expenses incurred2012-08-31$23,724
Total plan assets at end of year2012-08-31$1,202,157
Total plan assets at beginning of year2012-08-31$1,196,610
Value of fidelity bond covering the plan2012-08-31$1,250,000
Total contributions received or receivable from participants2012-08-31$9,200
Assets. Value of loans (other than to participants)2012-08-31$812,399
Other income received2012-08-31$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 loans2012-08-31$918
Assets. Value of assets in partnership/joint-venture interests2012-08-31$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 securities2012-08-31$0
2011 : GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-08-31$2,300
Expenses. Total of all expenses incurred2011-08-31$27,539
Total plan assets at end of year2011-08-31$1,196,610
Total plan assets at beginning of year2011-08-31$1,221,849
Value of fidelity bond covering the plan2011-08-31$1,290,000
Total contributions received or receivable from participants2011-08-31$9,650
Assets. Value of loans (other than to participants)2011-08-31$889,650
Expenses. Other expenses not covered elsewhere2011-08-31$27,539
Other income received2011-08-31$-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 loans2011-08-31$1,426
Assets. Value of assets in partnership/joint-venture interests2011-08-31$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 securities2011-08-31$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 securities2010-08-31$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
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingYes
2016-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: GREG A. LOITZ, DDS, MD, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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