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CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN
Plan identification number 002

CHARLES E. SCHOLLER, D.D.S 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
  • 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.
  • 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

CHARLES E. SCHOLLER, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES E. SCHOLLER, D.D.S.
Employer identification number (EIN):770186894
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CHARLES SCHOLLER2024-07-24
0022022-01-01CHARLES SCHOLLER2023-07-26
0022021-01-01CHARLES SCHOLLER2022-09-23
0022020-01-01CHARLES SCHOLLER2021-09-16
0022019-01-01CHARLES SCHOLLER2020-06-18
0022018-01-01CHARLES SCHOLLER2019-05-15
0022017-01-01CHARLES SCHOLLER2018-06-09
0022016-01-01CHARLES SCHOLLER2017-04-07
0022015-01-01CHARLES SCHOLLER2016-07-01
0022014-01-01CHARLES SCHOLLER2015-07-26
0022013-01-01CHARLES SCHOLLER2014-09-23
0022012-01-01CHARLES SCHOLLER2013-10-10
0022011-01-01CHARLES SCHOLLER2013-08-27
0022010-01-01CHARLES SCHOLLER2011-10-14
0022009-01-01CHARLES SCHOLLER

Plan Statistics for CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN

Measure Date Value
2009: CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN

Measure Date Value
2009 : CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN 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 CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN

2009: CHARLES E. SCHOLLER, D.D.S PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

Potentially related plans

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