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THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN
Plan identification number 001

THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS has sponsored the creation of one or more 401k plans.

Company Name:THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS
Employer identification number (EIN):060912303
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01THOMAS P. PETRICK, DMD2023-07-07
0012021-01-01THOMAS P. PETRICK, DMD2022-07-14
0012020-01-01THOMAS P. PETRICK, DMD2021-07-27
0012019-01-01THOMAS P. PETRICK, DMD2020-04-06
0012018-01-01THOMAS P. PETRICK, DMD2019-04-22
0012017-01-01THOMAS P. PETRICK, DMD2018-05-24
0012016-01-01THOMAS P. PETRICK, DMD2017-09-11
0012015-01-01THOMAS P. PETRICK, DMD2016-10-06
0012014-01-01THOMAS P. PETRICK, DMD
0012013-01-01THOMAS P. PETRICK, DMD
0012012-01-01THOMAS P. PETRICK, DMD
0012011-01-01THOMAS P. PETRICK, DMD
0012009-01-01THOMAS P. PETRICK, DMD

Plan Statistics for THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0113
Total participants2013-01-0113
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115
Number of participants with account balances2009-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$187,424
Expenses. Total of all expenses incurred2014-12-31$65,698
Benefits paid (including direct rollovers)2014-12-31$65,567
Total plan assets at end of year2014-12-31$1,657,483
Total plan assets at beginning of year2014-12-31$1,535,757
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$77,258
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$80,055
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$121,726
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,657,483
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,535,757
Assets. Value of participant loans2014-12-31$56,069
Total contributions received or receivable from employer(s)2014-12-31$30,111
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$332,173
Expenses. Total of all expenses incurred2013-12-31$13,268
Benefits paid (including direct rollovers)2013-12-31$13,268
Total plan assets at end of year2013-12-31$1,535,757
Total plan assets at beginning of year2013-12-31$1,216,852
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$70,140
Other income received2013-12-31$230,078
Net income (gross income less expenses)2013-12-31$318,905
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,535,757
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,216,852
Assets. Value of participant loans2013-12-31$65,958
Total contributions received or receivable from employer(s)2013-12-31$31,955
2012 : THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$184,615
Total plan assets at end of year2012-12-31$1,216,852
Total plan assets at beginning of year2012-12-31$1,032,237
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$51,320
Other income received2012-12-31$101,605
Net income (gross income less expenses)2012-12-31$184,615
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,216,852
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,032,237
Assets. Value of participant loans2012-12-31$93,912
Total contributions received or receivable from employer(s)2012-12-31$31,690
2011 : THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$53,264
Expenses. Total of all expenses incurred2011-12-31$156
Benefits paid (including direct rollovers)2011-12-31$156
Total plan assets at end of year2011-12-31$1,032,237
Total plan assets at beginning of year2011-12-31$979,129
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$52,305
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-38,541
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$53,108
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,032,237
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$979,129
Assets. Value of participant loans2011-12-31$97,681
Total contributions received or receivable from employer(s)2011-12-31$39,500
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$160,609
Expenses. Total of all expenses incurred2010-12-31$68,060
Benefits paid (including direct rollovers)2010-12-31$68,060
Total plan assets at end of year2010-12-31$979,129
Total plan assets at beginning of year2010-12-31$886,580
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$47,585
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$66,424
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$92,549
Net plan assets at end of year (total assets less liabilities)2010-12-31$979,129
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$886,580
Assets. Value of participant loans2010-12-31$61,417
Total contributions received or receivable from employer(s)2010-12-31$46,600
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$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 securities2010-12-31$0

Form 5500 Responses for THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN

2014: THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THOMAS P. PETRICK DMD, THEODORE J. KATZ, DDS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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