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THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTHOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THOMAS J. HOEFFEL DDS PA has sponsored the creation of one or more 401k plans.

Company Name:THOMAS J. HOEFFEL DDS PA
Employer identification number (EIN):810549076
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS HOEFFEL2024-07-15
0012022-01-01THOMAS HOEFFEL2023-09-17
0012021-01-01THOMAS HOEFFEL2022-07-21
0012020-01-01THOMAS HOEFFEL2021-09-23
0012019-01-01THOEFFEL82592020-06-24
0012019-01-01THOMAS HOEFFEL2020-06-30
0012018-01-01THOMAS HOEFFEL2019-05-29
0012017-01-01THOMAS HOEFFEL2018-06-11
0012016-01-01THOMAS HOEFFEL2017-07-05
0012015-01-01THOMAS HOEFFEL2016-06-15
0012014-01-01THOMAS HOEFFEL2015-07-07
0012013-01-01THOMAS HOEFFEL2014-06-24
0012012-01-01THOMAS HOEFFEL2013-07-08
0012011-01-01THOMAS J HOEFFEL DDS PA
0012010-01-01THOMAS J HOEFFEL DDS PA
0012009-01-01THOMAS J HOEFFEL DDS PA

Plan Statistics for THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2011: THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010
2010: THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
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 THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2011 : THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-16,249
Expenses. Total of all expenses incurred2011-12-31$8,069
Benefits paid (including direct rollovers)2011-12-31$7,549
Total plan assets at end of year2011-12-31$244,264
Total plan assets at beginning of year2011-12-31$268,582
Value of fidelity bond covering the plan2011-12-31$26,858
Total contributions received or receivable from participants2011-12-31$10,858
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-32,283
Net income (gross income less expenses)2011-12-31$-24,318
Net plan assets at end of year (total assets less liabilities)2011-12-31$244,264
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$268,582
Total contributions received or receivable from employer(s)2011-12-31$5,176
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$520
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$-78,587
Expenses. Total of all expenses incurred2010-12-31$44,637
Benefits paid (including direct rollovers)2010-12-31$44,557
Total plan assets at end of year2010-12-31$268,582
Total plan assets at beginning of year2010-12-31$391,806
Value of fidelity bond covering the plan2010-12-31$39,181
Total contributions received or receivable from participants2010-12-31$16,955
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-102,744
Net income (gross income less expenses)2010-12-31$-123,224
Net plan assets at end of year (total assets less liabilities)2010-12-31$268,582
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$391,806
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$7,202
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2007 : THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$61,653
Expenses. Total of all expenses incurred2007-12-31$0
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$258,344
Total plan assets at beginning of year2007-12-31$196,690
Value of fidelity bond covering the plan2007-12-31$20,000
Total contributions received or receivable from participants2007-12-31$46,003
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$-34,049
Net income (gross income less expenses)2007-12-31$61,653
Net plan assets at end of year (total assets less liabilities)2007-12-31$258,344
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$196,690
Total contributions received or receivable from employer(s)2007-12-31$49,699
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0

Form 5500 Responses for THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST

2011: THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THOMAS J. HOEFFEL DDS PA 401K PROFIT SHARING PLAN & TRUST 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

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