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JEFFREY A. MELTZER, DMD, PC EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY A. MELTZER, DMD, PC EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN
Plan identification number 002

JEFFREY A. MELTZER, DMD, PC EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JEFFREY A. MELTZER, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY A. MELTZER, DMD, PC
Employer identification number (EIN):161131194
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY A. MELTZER, DMD, PC EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JEFFREY MELTZER DMD JEFFREY MELTZER DMD2013-10-03
0022011-01-01JEFFREY MELTZER DMD2012-10-02 JEFFREY MELTZER DMD2012-10-02
0022010-01-01ACTUARIAL PENSION ANALYSTS, INC.2011-10-11 ACTUARIAL PENSION ANALYSTS, INC.2011-10-11

Plan Statistics for JEFFREY A. MELTZER, DMD, PC EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY A. MELTZER, DMD, PC EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2012: JEFFREY A. MELTZER, DMD, PC EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on JEFFREY A. MELTZER, DMD, PC EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2012 : JEFFREY A. MELTZER, DMD, PC EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$379,321
Expenses. Total of all expenses incurred2012-12-31$26,648
Benefits paid (including direct rollovers)2012-12-31$13,318
Total plan assets at end of year2012-12-31$2,642,437
Total plan assets at beginning of year2012-12-31$2,289,764
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$52,653
Expenses. Other expenses not covered elsewhere2012-12-31$13,330
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$286,392
Net income (gross income less expenses)2012-12-31$352,673
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,642,437
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,289,764
Assets. Value of assets in partnership/joint-venture interests2012-12-31$155,000
Total contributions received or receivable from employer(s)2012-12-31$40,276
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0

Form 5500 Responses for JEFFREY A. MELTZER, DMD, PC EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN

2012: JEFFREY A. MELTZER, DMD, PC EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDA011267
Policy instance 1
Insurance contract or identification numberDA011267
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker nameINFORMATION NOT AVAILABLE

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