MICHAEL W. KLEINMAN DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL W. KLEINMAN, DDS PROFIT SHARING PLAN
401k plan membership statisitcs for MICHAEL W. KLEINMAN, DDS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2011: MICHAEL W. KLEINMAN, DDS PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| 2010: MICHAEL W. KLEINMAN, DDS PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Total participants | 2010-01-01 | 5 |
| Number of participants with account balances | 2010-01-01 | 5 |
| 2009: MICHAEL W. KLEINMAN, DDS PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2011 : MICHAEL W. KLEINMAN, DDS PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-8,308 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,600 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $3,600 |
| Total plan assets at end of year | 2011-12-31 | $718,704 |
| Total plan assets at beginning of year | 2011-12-31 | $730,612 |
| Other income received | 2011-12-31 | $-35,853 |
| Net income (gross income less expenses) | 2011-12-31 | $-11,908 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $718,704 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $730,612 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $27,545 |
| 2010 : MICHAEL W. KLEINMAN, DDS PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $119,701 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $12,000 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $12,000 |
| Total plan assets at end of year | 2010-12-31 | $730,612 |
| Total plan assets at beginning of year | 2010-12-31 | $622,911 |
| Other income received | 2010-12-31 | $87,925 |
| Net income (gross income less expenses) | 2010-12-31 | $107,701 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $730,612 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $622,911 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $31,776 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 133521194D1 |
| Policy instance | 1 |
| Insurance contract or identification number | 133521194D1 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 133521194D1 |
| Policy instance | 2 |
| Insurance contract or identification number | 133521194D1 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 133521194D1 |
| Policy instance | 1 |
| Insurance contract or identification number | 133521194D1 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 133521194D1 |
| Policy instance | 2 |
| Insurance contract or identification number | 133521194D1 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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