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DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN 401k Plan overview

Plan NameDANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN
Plan identification number 001

DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

DANIEL SAENZ DDS PA has sponsored the creation of one or more 401k plans.

Company Name:DANIEL SAENZ DDS PA
Employer identification number (EIN):134226696
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DANIEL SAENZ2014-03-14 DANIEL SAENZ2014-03-14
0012011-01-01DANIEL SAENZ2014-03-14 DANIEL SAENZ2014-03-14
0012010-01-01DANIEL SAENZ2014-03-11
0012009-01-01
0012008-01-01
0012007-01-01

Plan Statistics for DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN

401k plan membership statisitcs for DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN

Measure Date Value
2008: DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-011
Total number of active participants reported on line 7a of the Form 55002008-01-015
Total of all active and inactive participants2008-01-015
Total participants2008-01-015
Number of participants with account balances2008-01-011
2007: DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-015
Total number of active participants reported on line 7a of the Form 55002007-01-015
Total of all active and inactive participants2007-01-015
Total participants2007-01-015
Number of participants with account balances2007-01-011

Financial Data on DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN

Measure Date Value
2008 : DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources2008-12-31$-2,847
Total plan assets at end of year2008-12-31$7,268
Total plan assets at beginning of year2008-12-31$10,115
Other income received2008-12-31$-2,847
Net income (gross income less expenses)2008-12-31$-2,847
Net plan assets at end of year (total assets less liabilities)2008-12-31$7,268
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$10,115
2007 : DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources2007-12-31$10,115
Total plan assets at end of year2007-12-31$10,115
Contributions received from other sources (not participants or employers)2007-12-31$9,882
Other income received2007-12-31$233
Net income (gross income less expenses)2007-12-31$10,115
Net plan assets at end of year (total assets less liabilities)2007-12-31$10,115

Form 5500 Responses for DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN

2008: DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: DANIEL SAENZ D.D.S. P.A PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number134226696D1
Policy instance 1
Insurance contract or identification number134226696D1
Number of Individuals Covered1
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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: 61271 )
Policy contract number134226696D1
Policy instance 1
Insurance contract or identification number134226696D1
Number of Individuals Covered1
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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