| Plan Name | PHILIP J BRETZ DMD PA 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PHILIP J BRETZ DMD PA |
| Employer identification number (EIN): | 010377528 |
| 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 | 2023-01-01 | PHILIP J BRETZ | 2024-06-10 | ||
| 001 | 2022-01-01 | PHILIP J BRETZ | 2023-07-03 | ||
| 001 | 2021-01-01 | PHILIP J BRETZ | 2022-05-26 | ||
| 001 | 2020-01-01 | PHILIP J BRETZ | 2021-10-04 | ||
| 001 | 2019-01-01 | PHILIP J BRETZ | 2020-07-20 | ||
| 001 | 2018-01-01 | PHILIP J BRETZ | 2019-06-10 | ||
| 001 | 2017-01-01 | PHILIP J BRETZ | 2018-07-30 | ||
| 001 | 2016-01-01 | PHILIP J BRETZ | 2017-07-24 | ||
| 001 | 2015-01-01 | PHILIP J BRETZ | 2016-07-18 | PHILIP J BRETZ | 2016-07-18 |
| 001 | 2014-01-01 | PHILIP J BRETZ | 2015-07-09 | PHILIP J BRETZ | 2015-07-09 |
| 001 | 2013-01-01 | PHILIP J BRETZ | 2014-07-16 | PHILIP J BRETZ | 2014-07-16 |
| 001 | 2012-01-01 | PHILIP J BRETZ | 2013-07-15 | PHILIP J BRETZ | 2013-07-15 |
| 001 | 2011-01-01 | PHILIP J BRETZ | 2012-07-23 | PHILIP J BRETZ | 2012-07-23 |
| 001 | 2010-01-01 | PHILIP J BRETZ | 2011-07-25 | PHILIP J BRETZ | 2011-07-25 |
| Measure | Date | Value |
|---|---|---|
| 2024 : PHILIP J BRETZ DMD PA 401(K) PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-06-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-10 | 479326 |
| Net assets as of the end of the plan year | 2024-06-10 | 0 |
| Total assets as of the beginning of the plan year | 2024-06-10 | 394102 |
| Value of plan covered by a fidelity bond | 2024-06-10 | 75000 |
| Participant contributions to plan in this plan year | 2024-06-10 | 20935 |
| Other expenses paid from plan in this plan year | 2024-06-10 | 0 |
| Other contributions to plan in this plan year | 2024-06-10 | 0 |
| Other income to plan in this plan year | 2024-06-10 | 55347 |
| Plan net income in this plan year | 2024-06-10 | -394102 |
| Net assets as of the end of the plan year | 2024-06-10 | 0 |
| Net assets as of the beginning of the plan year | 2024-06-10 | 394102 |
| Employer contributions to plan in this plan year | 2024-06-10 | 8942 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-10 | 4710 |