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| Plan Name | DENNIS G. ADLER DDS, SC PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DENNIS G. ADLER DDS, SC |
| Employer identification number (EIN): | 391368585 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2013-01-01 | DENNIS ADLER | 2014-02-19 | ||
| 001 | 2012-01-01 | DENNIS ADLER | 2013-06-27 | ||
| 001 | 2011-01-01 | DENNIS ADLER | 2012-10-09 | ||
| 001 | 2010-01-01 | DENNIS ADLER | |||
| 001 | 2009-01-01 | DENNIS ADLER |
| Measure | Date | Value |
|---|---|---|
| 2010 : DENNIS G. ADLER DDS, SC PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $371,229 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $19,960 |
| Total plan assets at end of year | 2010-12-31 | $1,906,493 |
| Total plan assets at beginning of year | 2010-12-31 | $1,555,224 |
| Total contributions received or receivable from participants | 2010-12-31 | $103,208 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $19,960 |
| Other income received | 2010-12-31 | $232,325 |
| Net income (gross income less expenses) | 2010-12-31 | $351,269 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,906,493 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,555,224 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $35,696 |
| 2009 : DENNIS G. ADLER DDS, SC PROFIT SHARING PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: DENNIS G. ADLER DDS, SC PROFIT SHARING PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DENNIS G. ADLER DDS, SC PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | FH3M |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |
| Policy contract number | 613118 |
| Policy instance | 2 |
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