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JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 401k Plan overview

Plan NameJAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST
Plan identification number 001

JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

JAMES P HERZOG DDS 401(K) PROFIT SHARING TRUST has sponsored the creation of one or more 401k plans.

Company Name:JAMES P HERZOG DDS 401(K) PROFIT SHARING TRUST
Employer identification number (EIN):810468275
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01JAMES P HERZOG2020-04-20 JAMES P HERZOG2020-04-20
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01JAMES P HERZOG JAMES P HERZOG2014-04-16
0012012-01-01JAMES P HERZOG JAMES P HERZOG2013-04-17
0012011-01-01JAMES P HERZOG JAMES P HERZOG2012-04-18
0012009-01-01JAMES P HERZOG JAMES P HERZOG2010-07-15

Plan Statistics for JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST

401k plan membership statisitcs for JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST

Measure Date Value
2019: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-010
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
2018: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Total of all active and inactive participants2018-01-015
Total participants2018-01-015
Number of participants with account balances2018-01-015
2017: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Total of all active and inactive participants2017-01-015
Total participants2017-01-015
Number of participants with account balances2017-01-015
2016: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
Number of participants with account balances2016-01-015
2015: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-016
2014: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
Number of participants with account balances2014-01-016
2013: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Total of all active and inactive participants2013-01-016
Total participants2013-01-016
Number of participants with account balances2013-01-016
2012: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2009: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-015

Financial Data on JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST

Measure Date Value
2019 : JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2019 401k financial data
Total income from all sources2019-12-31$633,650
Expenses. Total of all expenses incurred2019-12-31$3,688,141
Benefits paid (including direct rollovers)2019-12-31$3,662,455
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$3,054,491
Total contributions received or receivable from participants2019-12-31$48,250
Other income received2019-12-31$560,670
Net income (gross income less expenses)2019-12-31$-3,054,491
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,054,491
Total contributions received or receivable from employer(s)2019-12-31$24,730
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$25,686
2018 : JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$674
Total income from all sources2018-12-31$7,479
Expenses. Total of all expenses incurred2018-12-31$26,564
Total plan assets at end of year2018-12-31$3,054,491
Total plan assets at beginning of year2018-12-31$3,074,250
Total contributions received or receivable from participants2018-12-31$38,250
Other income received2018-12-31$-81,965
Net income (gross income less expenses)2018-12-31$-19,085
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,054,491
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,073,576
Total contributions received or receivable from employer(s)2018-12-31$51,194
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$26,564
2017 : JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$674
Total plan liabilities at beginning of year2017-12-31$9,291
Total income from all sources2017-12-31$450,459
Expenses. Total of all expenses incurred2017-12-31$23,710
Total plan assets at end of year2017-12-31$3,074,250
Total plan assets at beginning of year2017-12-31$2,656,118
Total contributions received or receivable from participants2017-12-31$39,000
Other income received2017-12-31$372,342
Net income (gross income less expenses)2017-12-31$426,749
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,073,576
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,646,827
Total contributions received or receivable from employer(s)2017-12-31$39,117
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$23,710
2016 : JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$9,291
Total income from all sources2016-12-31$242,142
Expenses. Total of all expenses incurred2016-12-31$44,433
Benefits paid (including direct rollovers)2016-12-31$22,921
Total plan assets at end of year2016-12-31$2,656,118
Total plan assets at beginning of year2016-12-31$2,449,118
Total contributions received or receivable from participants2016-12-31$33,000
Other income received2016-12-31$162,884
Net income (gross income less expenses)2016-12-31$197,709
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,646,827
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,449,118
Total contributions received or receivable from employer(s)2016-12-31$46,258
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$21,512
2015 : JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2015 401k financial data
Total income from all sources2015-12-31$56,600
Expenses. Total of all expenses incurred2015-12-31$20,632
Total plan assets at end of year2015-12-31$2,449,118
Total plan assets at beginning of year2015-12-31$2,413,150
Total contributions received or receivable from participants2015-12-31$33,000
Other income received2015-12-31$-29,107
Net income (gross income less expenses)2015-12-31$35,968
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,449,118
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,413,150
Total contributions received or receivable from employer(s)2015-12-31$52,707
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$20,632
2014 : JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2014 401k financial data
Total income from all sources2014-12-31$312,061
Expenses. Total of all expenses incurred2014-12-31$20,406
Total plan assets at end of year2014-12-31$2,413,150
Total plan assets at beginning of year2014-12-31$2,121,495
Total contributions received or receivable from participants2014-12-31$31,250
Other income received2014-12-31$232,198
Net income (gross income less expenses)2014-12-31$291,655
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,413,150
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,121,495
Total contributions received or receivable from employer(s)2014-12-31$48,613
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$20,406
2013 : JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2013 401k financial data
Total income from all sources2013-12-31$510,675
Expenses. Total of all expenses incurred2013-12-31$17,991
Total plan assets at end of year2013-12-31$2,121,495
Total plan assets at beginning of year2013-12-31$1,628,811
Total contributions received or receivable from participants2013-12-31$32,500
Other income received2013-12-31$424,794
Net income (gross income less expenses)2013-12-31$492,684
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,121,495
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,628,811
Total contributions received or receivable from employer(s)2013-12-31$53,381
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$17,991
2012 : JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2012 401k financial data
Total income from all sources2012-12-31$245,158
Expenses. Total of all expenses incurred2012-12-31$14,954
Total plan assets at end of year2012-12-31$1,628,811
Total plan assets at beginning of year2012-12-31$1,398,607
Total contributions received or receivable from participants2012-12-31$28,930
Other income received2012-12-31$153,100
Net income (gross income less expenses)2012-12-31$230,204
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,628,811
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,398,607
Total contributions received or receivable from employer(s)2012-12-31$63,128
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$14,954
2011 : JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2011 401k financial data
Total income from all sources2011-12-31$92,798
Expenses. Total of all expenses incurred2011-12-31$13,302
Total plan assets at end of year2011-12-31$1,398,607
Total plan assets at beginning of year2011-12-31$1,319,111
Total contributions received or receivable from participants2011-12-31$31,500
Other income received2011-12-31$2,335
Net income (gross income less expenses)2011-12-31$79,496
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,398,607
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,319,111
Total contributions received or receivable from employer(s)2011-12-31$58,963
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$13,302
2010 : JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2010 401k financial data
Total income from all sources2010-12-31$258,170
Expenses. Total of all expenses incurred2010-12-31$68,529
Benefits paid (including direct rollovers)2010-12-31$57,504
Total plan assets at end of year2010-12-31$1,319,111
Total plan assets at beginning of year2010-12-31$1,129,470
Total contributions received or receivable from participants2010-12-31$31,500
Other income received2010-12-31$177,290
Net income (gross income less expenses)2010-12-31$189,641
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,319,111
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,129,470
Total contributions received or receivable from employer(s)2010-12-31$49,380
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$11,025

Form 5500 Responses for JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST

2019: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES P HERZOG, DDS 401(K) PROFIT SHARING TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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