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MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN
Plan identification number 002

MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

MICHAEL P. BLUM, D.D.S, A PROF. CORP. CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL P. BLUM, D.D.S, A PROF. CORP. CORPORATION
Employer identification number (EIN):953406096
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-08-01
0022022-08-01
0022021-08-01
0022020-08-01
0022019-08-01MICHAEL P. BLUM, D.D.S.2021-01-25 MICHAEL P. BLUM, D.D.S.2021-01-25
0022018-08-01MICHAEL P. BLUM, D.D.S.2019-12-02 MICHAEL P. BLUM, D.D.S.2019-12-02
0022017-08-01MICHAEL P. BLUM D.D.S.2019-05-07 MICHAEL P. BLUM D.D.S.2019-05-07
0022016-08-01
0022015-08-01
0022014-08-01
0022013-08-01
0022012-08-01MICHAEL P. BLUM, D.D.S. MICHAEL P. BLUM, D.D.S.2014-05-05
0022011-08-01MICHAEL P. BLUM, D.D.S. MICHAEL P. BLUM, D.D.S.2013-05-08
0022010-08-01MICHAEL P. BLUM, D.D.S. MICHAEL P. BLUM, D.D.S.2012-05-14
0022009-08-01MICHAEL P. BLUM, D.D.S. MICHAEL P. BLUM, D.D.S.2011-04-20

Plan Statistics for MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN

Measure Date Value
2019: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-016
Total number of active participants reported on line 7a of the Form 55002019-08-016
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-010
Total participants2019-08-016
Number of participants with account balances2019-08-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-010
2018: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-016
Total number of active participants reported on line 7a of the Form 55002018-08-016
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-010
Total of all active and inactive participants2018-08-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-010
Total participants2018-08-016
Number of participants with account balances2018-08-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-010
2017: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-015
Total number of active participants reported on line 7a of the Form 55002017-08-016
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-016
Number of participants with account balances2017-08-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-010
2016: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-017
Total number of active participants reported on line 7a of the Form 55002016-08-016
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-016
Total participants2016-08-016
Number of participants with account balances2016-08-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-011
2015: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-016
Total number of active participants reported on line 7a of the Form 55002015-08-017
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-017
Number of participants with account balances2015-08-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-010
2014: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-016
Total number of active participants reported on line 7a of the Form 55002014-08-015
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-011
Total of all active and inactive participants2014-08-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-016
Number of participants with account balances2014-08-016
2013: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-016
Total number of active participants reported on line 7a of the Form 55002013-08-014
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-013
Total of all active and inactive participants2013-08-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-017
Number of participants with account balances2013-08-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010
2012: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-018
Total number of active participants reported on line 7a of the Form 55002012-08-013
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-012
Total of all active and inactive participants2012-08-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-015
Number of participants with account balances2012-08-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-012
2011: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-018
Total number of active participants reported on line 7a of the Form 55002011-08-016
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-012
Total of all active and inactive participants2011-08-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-018
Number of participants with account balances2011-08-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-010
2010: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-08-017
Total number of active participants reported on line 7a of the Form 55002010-08-016
Number of retired or separated participants receiving benefits2010-08-010
Number of other retired or separated participants entitled to future benefits2010-08-012
Total of all active and inactive participants2010-08-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-08-010
Total participants2010-08-018
Number of participants with account balances2010-08-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-08-010
2009: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-017
Total number of active participants reported on line 7a of the Form 55002009-08-017
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-010
Total of all active and inactive participants2009-08-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-017
Number of participants with account balances2009-08-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN

Measure Date Value
2020 : MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-07-31$97,279
Total plan assets at end of year2020-07-31$2,200,000
Total plan assets at beginning of year2020-07-31$2,102,721
Value of fidelity bond covering the plan2020-07-31$100,000
Assets. Value of loans (other than to participants)2020-07-31$697,397
Other income received2020-07-31$97,279
Net income (gross income less expenses)2020-07-31$97,279
Net plan assets at end of year (total assets less liabilities)2020-07-31$2,200,000
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$2,102,721
2019 : MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-07-31$27,813
Expenses. Total of all expenses incurred2019-07-31$92,213
Benefits paid (including direct rollovers)2019-07-31$71,597
Total plan assets at end of year2019-07-31$2,102,721
Total plan assets at beginning of year2019-07-31$2,167,121
Value of fidelity bond covering the plan2019-07-31$100,000
Assets. Value of loans (other than to participants)2019-07-31$697,397
Expenses. Other expenses not covered elsewhere2019-07-31$20,616
Other income received2019-07-31$27,813
Net income (gross income less expenses)2019-07-31$-64,400
Net plan assets at end of year (total assets less liabilities)2019-07-31$2,102,721
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$2,167,121
2017 : MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-07-31$164,052
Expenses. Total of all expenses incurred2017-07-31$0
Total plan assets at end of year2017-07-31$1,943,556
Total plan assets at beginning of year2017-07-31$1,779,504
Value of fidelity bond covering the plan2017-07-31$100,000
Assets. Value of tangible personal property2017-07-31$606,534
Other income received2017-07-31$164,052
Net income (gross income less expenses)2017-07-31$164,052
Net plan assets at end of year (total assets less liabilities)2017-07-31$1,943,556
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$1,779,504
Assets. Value of participant loans2017-07-31$8,516
Total contributions received or receivable from employer(s)2017-07-31$0
2016 : MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-07-31$93,805
Expenses. Total of all expenses incurred2016-07-31$0
Total plan assets at end of year2016-07-31$1,779,504
Total plan assets at beginning of year2016-07-31$1,685,699
Value of fidelity bond covering the plan2016-07-31$100,000
Assets. Value of loans (other than to participants)2016-07-31$565,633
Other income received2016-07-31$63,805
Net income (gross income less expenses)2016-07-31$93,805
Net plan assets at end of year (total assets less liabilities)2016-07-31$1,779,504
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$1,685,699
Assets. Value of participant loans2016-07-31$11,585
Total contributions received or receivable from employer(s)2016-07-31$30,000
2015 : MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-07-31$0
Total income from all sources2015-07-31$111,207
Expenses. Total of all expenses incurred2015-07-31$0
Total plan assets at end of year2015-07-31$1,685,699
Total plan assets at beginning of year2015-07-31$1,574,492
Value of fidelity bond covering the plan2015-07-31$100,000
Assets. Value of tangible personal property2015-07-31$3,181
Assets. Value of loans (other than to participants)2015-07-31$528,814
Other income received2015-07-31$111,207
Net income (gross income less expenses)2015-07-31$111,207
Net plan assets at end of year (total assets less liabilities)2015-07-31$1,685,699
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$1,574,492
Assets. Value of participant loans2015-07-31$13,230
Assets. Value of assets in partnership/joint-venture interests2015-07-31$1,304
Total contributions received or receivable from employer(s)2015-07-31$0
2014 : MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-07-31$0
Total plan liabilities at end of year2014-07-31$0
Total plan liabilities at beginning of year2014-07-31$0
Total income from all sources2014-07-31$125,473
Expenses. Total of all expenses incurred2014-07-31$0
Benefits paid (including direct rollovers)2014-07-31$0
Total plan assets at end of year2014-07-31$1,574,492
Total plan assets at beginning of year2014-07-31$1,449,019
Value of fidelity bond covering the plan2014-07-31$100,000
Assets. Value of tangible personal property2014-07-31$3,743
Total contributions received or receivable from participants2014-07-31$0
Assets. Value of loans (other than to participants)2014-07-31$491,947
Expenses. Other expenses not covered elsewhere2014-07-31$0
Contributions received from other sources (not participants or employers)2014-07-31$0
Other income received2014-07-31$125,473
Noncash contributions received2014-07-31$0
Net income (gross income less expenses)2014-07-31$125,473
Net plan assets at end of year (total assets less liabilities)2014-07-31$1,574,492
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$1,449,019
Assets. Value of participant loans2014-07-31$14,603
Assets. Value of assets in partnership/joint-venture interests2014-07-31$1,304
Total contributions received or receivable from employer(s)2014-07-31$0
Value of certain deemed distributions of participant loans2014-07-31$0
Value of corrective distributions2014-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-07-31$0
2013 : MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-07-31$0
Total plan liabilities at end of year2013-07-31$0
Total plan liabilities at beginning of year2013-07-31$0
Total income from all sources2013-07-31$138,559
Expenses. Total of all expenses incurred2013-07-31$11,291
Benefits paid (including direct rollovers)2013-07-31$0
Total plan assets at end of year2013-07-31$1,449,019
Total plan assets at beginning of year2013-07-31$1,321,751
Value of fidelity bond covering the plan2013-07-31$100,000
Assets. Value of tangible personal property2013-07-31$3,705
Total contributions received or receivable from participants2013-07-31$0
Assets. Value of loans (other than to participants)2013-07-31$458,781
Expenses. Other expenses not covered elsewhere2013-07-31$0
Contributions received from other sources (not participants or employers)2013-07-31$0
Other income received2013-07-31$138,559
Noncash contributions received2013-07-31$0
Net income (gross income less expenses)2013-07-31$127,268
Net plan assets at end of year (total assets less liabilities)2013-07-31$1,449,019
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$1,321,751
Assets. Value of assets in partnership/joint-venture interests2013-07-31$1,304
Total contributions received or receivable from employer(s)2013-07-31$0
Value of certain deemed distributions of participant loans2013-07-31$0
Value of corrective distributions2013-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$11,291
2012 : MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-07-31$0
Total plan liabilities at end of year2012-07-31$0
Total plan liabilities at beginning of year2012-07-31$0
Total income from all sources2012-07-31$72,443
Expenses. Total of all expenses incurred2012-07-31$9,996
Benefits paid (including direct rollovers)2012-07-31$0
Total plan assets at end of year2012-07-31$1,321,751
Total plan assets at beginning of year2012-07-31$1,259,304
Value of fidelity bond covering the plan2012-07-31$100,000
Assets. Value of tangible personal property2012-07-31$3,474
Total contributions received or receivable from participants2012-07-31$0
Assets. Value of loans (other than to participants)2012-07-31$337,591
Expenses. Other expenses not covered elsewhere2012-07-31$0
Contributions received from other sources (not participants or employers)2012-07-31$0
Other income received2012-07-31$72,443
Noncash contributions received2012-07-31$0
Net income (gross income less expenses)2012-07-31$62,447
Net plan assets at end of year (total assets less liabilities)2012-07-31$1,321,751
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$1,259,304
Assets. Value of assets in partnership/joint-venture interests2012-07-31$1,304
Total contributions received or receivable from employer(s)2012-07-31$0
Value of certain deemed distributions of participant loans2012-07-31$0
Value of corrective distributions2012-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$9,996
2011 : MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-07-31$0
Total plan liabilities at end of year2011-07-31$0
Total plan liabilities at beginning of year2011-07-31$0
Total income from all sources2011-07-31$95,596
Expenses. Total of all expenses incurred2011-07-31$0
Benefits paid (including direct rollovers)2011-07-31$0
Total plan assets at end of year2011-07-31$1,259,304
Total plan assets at beginning of year2011-07-31$1,163,708
Value of fidelity bond covering the plan2011-07-31$95,000
Assets. Value of tangible personal property2011-07-31$3,318
Total contributions received or receivable from participants2011-07-31$0
Assets. Value of loans (other than to participants)2011-07-31$399,008
Expenses. Other expenses not covered elsewhere2011-07-31$0
Contributions received from other sources (not participants or employers)2011-07-31$0
Other income received2011-07-31$95,596
Noncash contributions received2011-07-31$0
Net income (gross income less expenses)2011-07-31$95,596
Net plan assets at end of year (total assets less liabilities)2011-07-31$1,259,304
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$1,163,708
Assets. Value of assets in partnership/joint-venture interests2011-07-31$1,304
Total contributions received or receivable from employer(s)2011-07-31$0
Value of certain deemed distributions of participant loans2011-07-31$0
Value of corrective distributions2011-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$0

Form 5500 Responses for MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN

2019: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement - TrustYes
2018: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement – InsuranceYes
2018-08-01Plan benefit arrangement - TrustYes
2017: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement - TrustYes
2016: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement - TrustYes
2015: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement - TrustYes
2014: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement - TrustYes
2013: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement - TrustYes
2012: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement – InsuranceYes
2012-08-01Plan benefit arrangement - TrustYes
2011: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement - TrustYes
2010: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Submission has been amendedNo
2010-08-01This submission is the final filingNo
2010-08-01This return/report is a short plan year return/report (less than 12 months)No
2010-08-01Plan is a collectively bargained planNo
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan funding arrangement – TrustYes
2010-08-01Plan benefit arrangement – InsuranceYes
2010-08-01Plan benefit arrangement - TrustYes
2009: MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33326
Policy instance 1
Insurance contract or identification number33326
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Are there contracts with allocated funds for individual policies?1
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberJ00007221
Policy instance 2
Insurance contract or identification numberJ00007221
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Are there contracts with allocated funds for individual policies?1
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33326
Policy instance 1
Insurance contract or identification number33326
Number of Individuals Covered1
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberJ00007221
Policy instance 2
Insurance contract or identification numberJ00007221
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33326
Policy instance 1
Insurance contract or identification number33326
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
JOHN HANCOCK LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberJ00007221
Policy instance 2
Insurance contract or identification numberJ00007221
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1

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