Plan Name | WILLIAM L. GERACE, D.D.S. PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WILLIAM L. GERACE, D.D.S. |
Employer identification number (EIN): | 920086403 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | WILLIAM GERACE | 2016-07-05 | ||
001 | 2014-01-01 | WILLIAM GERACE | 2015-09-02 | ||
001 | 2013-01-01 | WILLIAM GERACE | 2014-08-12 | ||
001 | 2012-01-01 | WILLIAM GERACE | 2013-08-19 | ||
001 | 2011-01-01 | WILLIAM GERACE | 2012-09-19 | ||
001 | 2010-01-01 | WILLIAM GERACE | |||
001 | 2009-01-01 | WILLIAM GERACE |
Measure | Date | Value |
---|---|---|
2010: WILLIAM L. GERACE, D.D.S. PROFIT SHARING PLAN AND TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 4 |
Total participants | 2010-01-01 | 4 |
Number of participants with account balances | 2010-01-01 | 4 |
2009: WILLIAM L. GERACE, D.D.S. PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : WILLIAM L. GERACE, D.D.S. PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $74,698 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,693 |
Total plan assets at end of year | 2010-12-31 | $577,569 |
Total plan assets at beginning of year | 2010-12-31 | $509,564 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Other income received | 2010-12-31 | $33,285 |
Net income (gross income less expenses) | 2010-12-31 | $68,005 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $577,569 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $509,564 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $41,413 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,693 |
2010: WILLIAM L. GERACE, D.D.S. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses | ||
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WILLIAM L. GERACE, D.D.S. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) | |||||||||
Policy contract number | 70617168 | ||||||||
Policy instance | 1 | ||||||||
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AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 ) | |||||||||
Policy contract number | 70755920 | ||||||||
Policy instance | 2 | ||||||||
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