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JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN
Plan identification number 002

JEFFREY T. BENZ, DMD, PC 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

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

Company Name:JEFFREY T. BENZ, DMD, PC
Employer identification number (EIN):581374415
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-10-01JEFFREY T. BENZ
0022014-10-01JEFFREY T. BENZ
0022013-10-01JEFFREY T. BENZ
0022012-10-01SUSAN MULLER FOR JEFFREY T. BENZ
0022011-10-01SUSAN MULLER FOR JEFFREY T BENZ
0022010-10-01W COLLIER FOR JEFFREY T BENZ
0022009-10-01JEFFREY T BENZ

Plan Statistics for JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN

Measure Date Value
2015: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-016
Total of all active and inactive participants2015-10-010
Total participants2015-10-010
2014: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-017
Total number of active participants reported on line 7a of the Form 55002014-10-016
Total of all active and inactive participants2014-10-016
Total participants2014-10-016
Number of participants with account balances2014-10-016
2013: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-017
Total number of active participants reported on line 7a of the Form 55002013-10-017
Total of all active and inactive participants2013-10-017
Total participants2013-10-017
Number of participants with account balances2013-10-017
2012: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-016
Total number of active participants reported on line 7a of the Form 55002012-10-016
Total of all active and inactive participants2012-10-016
Total participants2012-10-016
Number of participants with account balances2012-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-011
2011: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-015
Total number of active participants reported on line 7a of the Form 55002011-10-016
Total of all active and inactive participants2011-10-016
Total participants2011-10-016
Number of participants with account balances2011-10-016
2010: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-015
Total number of active participants reported on line 7a of the Form 55002010-10-015
Total of all active and inactive participants2010-10-015
Total participants2010-10-015
Number of participants with account balances2010-10-015
2009: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-014
Total number of active participants reported on line 7a of the Form 55002009-10-015
Total of all active and inactive participants2009-10-015
Total participants2009-10-015
Number of participants with account balances2009-10-015

Financial Data on JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN

Measure Date Value
2016 : JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$106,805
Expenses. Total of all expenses incurred2016-09-30$1,301,251
Benefits paid (including direct rollovers)2016-09-30$1,283,577
Total plan assets at end of year2016-09-30$0
Total plan assets at beginning of year2016-09-30$1,194,446
Value of fidelity bond covering the plan2016-09-30$120,000
Expenses. Other expenses not covered elsewhere2016-09-30$17,674
Other income received2016-09-30$103,133
Net income (gross income less expenses)2016-09-30$-1,194,446
Net plan assets at end of year (total assets less liabilities)2016-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,194,446
Total contributions received or receivable from employer(s)2016-09-30$3,672
2015 : JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$78,474
Expenses. Total of all expenses incurred2015-09-30$20,460
Benefits paid (including direct rollovers)2015-09-30$3,737
Total plan assets at end of year2015-09-30$1,194,446
Total plan assets at beginning of year2015-09-30$1,136,432
Value of fidelity bond covering the plan2015-09-30$265,000
Expenses. Other expenses not covered elsewhere2015-09-30$16,723
Other income received2015-09-30$17,196
Net income (gross income less expenses)2015-09-30$58,014
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,194,446
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,136,432
Total contributions received or receivable from employer(s)2015-09-30$61,278
2014 : JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$116,439
Expenses. Total of all expenses incurred2014-09-30$10,215
Total plan assets at end of year2014-09-30$1,136,432
Total plan assets at beginning of year2014-09-30$1,030,208
Value of fidelity bond covering the plan2014-09-30$105,000
Expenses. Other expenses not covered elsewhere2014-09-30$10,215
Other income received2014-09-30$56,488
Net income (gross income less expenses)2014-09-30$106,224
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,136,432
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,030,208
Total contributions received or receivable from employer(s)2014-09-30$59,951
2013 : JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$-11,287
Expenses. Total of all expenses incurred2013-09-30$9,045
Total plan assets at end of year2013-09-30$1,030,208
Total plan assets at beginning of year2013-09-30$1,050,540
Value of fidelity bond covering the plan2013-09-30$110,000
Expenses. Other expenses not covered elsewhere2013-09-30$9,045
Other income received2013-09-30$-69,944
Net income (gross income less expenses)2013-09-30$-20,332
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,030,208
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,050,540
Total contributions received or receivable from employer(s)2013-09-30$58,657
2012 : JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$316,202
Expenses. Total of all expenses incurred2012-09-30$8,369
Total plan assets at end of year2012-09-30$1,050,540
Total plan assets at beginning of year2012-09-30$742,707
Value of fidelity bond covering the plan2012-09-30$74,000
Expenses. Other expenses not covered elsewhere2012-09-30$8,369
Other income received2012-09-30$257,464
Net income (gross income less expenses)2012-09-30$307,833
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,050,540
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$742,707
Total contributions received or receivable from employer(s)2012-09-30$58,738
2011 : JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$79,721
Expenses. Total of all expenses incurred2011-09-30$9,407
Total plan assets at end of year2011-09-30$742,707
Total plan assets at beginning of year2011-09-30$672,393
Value of fidelity bond covering the plan2011-09-30$68,000
Other income received2011-09-30$22,070
Net income (gross income less expenses)2011-09-30$70,314
Net plan assets at end of year (total assets less liabilities)2011-09-30$742,707
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$672,393
Total contributions received or receivable from employer(s)2011-09-30$57,651
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$9,407

Form 5500 Responses for JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN

2015: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01This submission is the final filingYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: JEFFREY T. BENZ, DMD, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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