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THOMAS J JEPIC SELF EMPLOYED RETIREMENT PLAN 401k Plan overview

Plan NameTHOMAS J JEPIC SELF EMPLOYED RETIREMENT PLAN
Plan identification number 001

THOMAS J JEPIC SELF EMPLOYED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name:THOMAS J KEPIC DDS
Employer identification number (EIN):953281990
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS J JEPIC SELF EMPLOYED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01THOMAS J. KEPIC THOMAS J. KEPIC2010-07-23

Plan Statistics for THOMAS J JEPIC SELF EMPLOYED RETIREMENT PLAN

401k plan membership statisitcs for THOMAS J JEPIC SELF EMPLOYED RETIREMENT PLAN

Measure Date Value
2009: THOMAS J JEPIC SELF EMPLOYED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-016
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 participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on THOMAS J JEPIC SELF EMPLOYED RETIREMENT PLAN

Measure Date Value
2010 : THOMAS J JEPIC SELF EMPLOYED RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$5,724
Expenses. Total of all expenses incurred2010-12-31$1,287,489
Benefits paid (including direct rollovers)2010-12-31$1,287,439
Total plan assets at end of year2010-12-31$27,475
Total plan assets at beginning of year2010-12-31$1,309,240
Expenses. Other expenses not covered elsewhere2010-12-31$50
Other income received2010-12-31$5,724
Net income (gross income less expenses)2010-12-31$-1,281,765
Net plan assets at end of year (total assets less liabilities)2010-12-31$27,475
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,309,240

Form 5500 Responses for THOMAS J JEPIC SELF EMPLOYED RETIREMENT PLAN

2009: THOMAS J JEPIC SELF EMPLOYED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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