401k Plan data: ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN plan

ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 401k Plan overview

Plan Name	ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN
Plan identification number	002

ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN Benefits

401k Plan Type

Defined 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
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

ERIC BERNZWEIG, DDS, MS, INC has sponsored the creation of one or more 401k plans.

Company Name: ERIC BERNZWEIG, DDS, MS, INC

Employer identification number (EIN): 880455521

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 ERIC BERNZWEIG 2020-10-07 ERIC BERNZWEIG 2020-10-07
002 2018-01-01 ERIC BERNZWEIG 2019-10-06 ERIC BERNZWEIG 2019-10-06
002 2013-01-01
002 2012-01-01 ERIC BERNZWEIG ERIC BERNZWEIG 2013-10-12
002 2011-01-01 ERIC BERNZWEIG ERIC BERNZWEIG 2012-09-27
002 2009-01-01 ERIC BERNZWEIG ERIC BERNZWEIG 2010-09-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	ERIC BERNZWEIG	2020-10-07	ERIC BERNZWEIG	2020-10-07
002	2018-01-01	ERIC BERNZWEIG	2019-10-06	ERIC BERNZWEIG	2019-10-06
002	2013-01-01
002	2012-01-01	ERIC BERNZWEIG		ERIC BERNZWEIG	2013-10-12
002	2011-01-01	ERIC BERNZWEIG		ERIC BERNZWEIG	2012-09-27
002	2009-01-01	ERIC BERNZWEIG		ERIC BERNZWEIG	2010-09-22

Plan Statistics for ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN

401k plan membership statisitcs for ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN

Measure Date Value
2013: ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ERIC BERNZWEIG, DDS, MS, INC 401(K) 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 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ERIC BERNZWEIG, DDS, MS, INC 401(K) 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	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN

Measure	Date	Value
2013 : ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$0
Expenses. Total of all expenses incurred	2013-12-31	$110,325
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$91,021
Total plan assets at beginning of year	2013-12-31	$201,346
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$110,325
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$0
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-110,325
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$91,021
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$201,346
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$0
Expenses. Total of all expenses incurred	2012-12-31	$337,342
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$201,346
Total plan assets at beginning of year	2012-12-31	$538,688
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$337,342
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$0
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-337,342
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$201,346
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$538,688
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$102,975
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$538,688
Total plan assets at beginning of year	2011-12-31	$435,713
Total contributions received or receivable from participants	2011-12-31	$30,400
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Other income received	2011-12-31	$72,575
Net income (gross income less expenses)	2011-12-31	$102,975
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$538,688
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$435,713
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$33,000
Expenses. Total of all expenses incurred	2010-12-31	$184,315
Benefits paid (including direct rollovers)	2010-12-31	$4,392
Total plan assets at end of year	2010-12-31	$435,713
Total plan assets at beginning of year	2010-12-31	$587,028
Total contributions received or receivable from participants	2010-12-31	$33,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$179,923
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$0
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-151,315
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$435,713
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$587,028
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ERIC BERNZWEIG, DDS, MS, INC 401(K) 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

Form 5500 Responses for ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN

2013: ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ERIC BERNZWEIG, DDS, MS, INC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ERIC BERNZWEIG, DDS, MS, INC 401(K) 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ERIC BERNZWEIG, DDS, MS, INC
Employer identification number (EIN):	880455521
NAIC Classification:	621210
NAIC Description:	Offices of Dentists