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RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 401k Plan overview

Plan NameRICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING
Plan identification number 002

RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC
Employer identification number (EIN):112267209
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RICHARD HERMAN2024-06-10 RICHARD HERMAN2024-06-10
0022021-01-01RICHARD HERMAN2022-07-01 RICHARD HERMAN2022-07-01
0022019-01-01JOSEPH SPECTOR2020-07-16 JOSEPH SPECTOR
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JOSEPH SPECTOR
0022011-01-01JOSEPH SPECTOR
0022009-01-01JOSEPH SPECTOR

Financial Data on RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING

Measure Date Value
2023 : RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2023 401k financial data
Total income from all sources2023-12-31$279,151
Expenses. Total of all expenses incurred2023-12-31$319,878
Benefits paid (including direct rollovers)2023-12-31$290,000
Total plan assets at end of year2023-12-31$2,922,574
Total plan assets at beginning of year2023-12-31$2,963,301
Other income received2023-12-31$279,151
Net income (gross income less expenses)2023-12-31$-40,727
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,922,574
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,963,301
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$29,878
2021 : RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2021 401k financial data
Total income from all sources2021-12-31$245,082
Expenses. Total of all expenses incurred2021-12-31$2,167,079
Benefits paid (including direct rollovers)2021-12-31$2,125,446
Total plan assets at end of year2021-12-31$3,609,288
Total plan assets at beginning of year2021-12-31$5,531,285
Other income received2021-12-31$245,082
Net income (gross income less expenses)2021-12-31$-1,921,997
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,609,288
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,531,285
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$41,633
2019 : RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2019 401k financial data
Total income from all sources2019-12-31$760,687
Expenses. Total of all expenses incurred2019-12-31$420,621
Benefits paid (including direct rollovers)2019-12-31$366,922
Total plan assets at end of year2019-12-31$5,159,438
Total plan assets at beginning of year2019-12-31$4,819,372
Other income received2019-12-31$760,687
Net income (gross income less expenses)2019-12-31$340,066
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,159,438
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,819,372
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$53,699
2018 : RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2018 401k financial data
Total income from all sources2018-12-31$5,882
Expenses. Total of all expenses incurred2018-12-31$489,567
Benefits paid (including direct rollovers)2018-12-31$433,528
Total plan assets at end of year2018-12-31$4,819,372
Total plan assets at beginning of year2018-12-31$5,303,057
Other income received2018-12-31$5,882
Net income (gross income less expenses)2018-12-31$-483,685
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,819,372
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,303,057
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$56,039
2017 : RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2017 401k financial data
Total income from all sources2017-12-31$672,969
Expenses. Total of all expenses incurred2017-12-31$475,982
Benefits paid (including direct rollovers)2017-12-31$420,175
Total plan assets at end of year2017-12-31$5,303,057
Total plan assets at beginning of year2017-12-31$5,106,070
Other income received2017-12-31$672,969
Net income (gross income less expenses)2017-12-31$196,987
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,303,057
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,106,070
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$55,807
2016 : RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2016 401k financial data
Total income from all sources2016-12-31$277,901
Expenses. Total of all expenses incurred2016-12-31$453,071
Benefits paid (including direct rollovers)2016-12-31$417,756
Total plan assets at end of year2016-12-31$5,106,070
Total plan assets at beginning of year2016-12-31$5,281,240
Other income received2016-12-31$277,901
Net income (gross income less expenses)2016-12-31$-175,170
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,106,070
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,281,240
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$35,315
2015 : RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2015 401k financial data
Total income from all sources2015-12-31$108,595
Expenses. Total of all expenses incurred2015-12-31$473,377
Benefits paid (including direct rollovers)2015-12-31$433,822
Total plan assets at end of year2015-12-31$5,281,240
Total plan assets at beginning of year2015-12-31$5,646,022
Other income received2015-12-31$108,595
Net income (gross income less expenses)2015-12-31$-364,782
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,281,240
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,646,022
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$39,555
2014 : RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2014 401k financial data
Total income from all sources2014-12-31$241,721
Expenses. Total of all expenses incurred2014-12-31$310,278
Benefits paid (including direct rollovers)2014-12-31$272,228
Total plan assets at end of year2014-12-31$5,646,022
Total plan assets at beginning of year2014-12-31$5,714,579
Other income received2014-12-31$241,721
Net income (gross income less expenses)2014-12-31$-68,557
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,646,022
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,714,579
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$38,050
2013 : RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2013 401k financial data
Total income from all sources2013-12-31$497,960
Expenses. Total of all expenses incurred2013-12-31$300,111
Benefits paid (including direct rollovers)2013-12-31$265,491
Total plan assets at end of year2013-12-31$5,714,579
Total plan assets at beginning of year2013-12-31$5,516,730
Other income received2013-12-31$497,960
Net income (gross income less expenses)2013-12-31$197,849
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,714,579
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,516,730
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$34,620
2012 : RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2012 401k financial data
Total income from all sources2012-12-31$482,468
Expenses. Total of all expenses incurred2012-12-31$265,025
Benefits paid (including direct rollovers)2012-12-31$233,714
Total plan assets at end of year2012-12-31$5,516,730
Total plan assets at beginning of year2012-12-31$5,299,287
Other income received2012-12-31$482,468
Net income (gross income less expenses)2012-12-31$217,443
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,516,730
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,299,287
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$31,311
2011 : RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2011 401k financial data
Total income from all sources2011-12-31$65,695
Expenses. Total of all expenses incurred2011-12-31$231,070
Benefits paid (including direct rollovers)2011-12-31$207,618
Total plan assets at end of year2011-12-31$5,299,287
Total plan assets at beginning of year2011-12-31$5,464,662
Other income received2011-12-31$65,695
Net income (gross income less expenses)2011-12-31$-165,375
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,299,287
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,464,662
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$23,452
2010 : RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2010 401k financial data
Total income from all sources2010-12-31$520,336
Expenses. Total of all expenses incurred2010-12-31$230,664
Benefits paid (including direct rollovers)2010-12-31$198,962
Total plan assets at end of year2010-12-31$5,464,662
Total plan assets at beginning of year2010-12-31$5,174,990
Other income received2010-12-31$520,336
Net income (gross income less expenses)2010-12-31$289,672
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,464,662
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,174,990
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$31,702

Form 5500 Responses for RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING

2023: RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2021: RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2019: RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 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: RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 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: RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 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: RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 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: RICHARD I. HERMAN DDS AND JOSEPH K. SPECTOR DDS PC RETIREMENT TRUST - PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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