JAMES D. GOERTZ D.M.D. PROFIT SHARING PLAN 401k Plan overview

JAMES D. GOERTZ D.M.D. PROFIT SHARING PLAN Benefits

401k Sponsoring company profile

Company Name:	JAMES D. GOERTZ D.M.D.
Employer identification number (EIN):	930766347
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JAMES GOERTZ	2024-06-13
002	2022-01-01	JAMES GOERTZ	2023-06-23
002	2021-01-01	JAMES GOERTZ	2022-05-24
002	2020-01-01	JAMES GOERTZ	2021-05-18
002	2019-01-01	JAMES GOERTZ	2020-05-27
002	2018-01-01	JAMES GOERTZ	2019-05-07
002	2017-01-01	JAMES GOERTZ	2018-06-24
002	2016-01-01	JAMES GOERTZ	2017-06-26
002	2015-01-01	JAMES GOERTZ	2016-07-16
002	2014-01-01	DON4GWEN	2015-04-16	DON4GWEN	2015-04-16
002	2013-01-01	JAMES GOERTZ	2014-04-08	JAMES GOERTZ	2014-04-08
002	2012-01-01	JAMES GOERTZ	2013-04-10	JAMES GOERTZ	2013-04-10
002	2011-01-01	JAMES GOERTZ	2012-03-30	JAMES GOERTZ	2012-03-30
002	2010-01-01	JAMES GOERTZ	2011-04-15	JAMES GOERTZ	2011-04-15
002	2008-01-01	JDG80628062		JDG80628062	2010-05-14

Plan Statistics for JAMES D. GOERTZ D.M.D. PROFIT SHARING PLAN

Measure	Date	Value
2008: JAMES D. GOERTZ D.M.D. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	2
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	1
Total of all active and inactive participants	2008-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	3
Number of participants with account balances	2008-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Form 5500 Responses for JAMES D. GOERTZ D.M.D. PROFIT SHARING PLAN

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