401k Plan data: GEORGE ARZT PROFIT SHARING PLAN plan

GEORGE ARZT PROFIT SHARING PLAN 401k Plan overview

Plan Name	GEORGE ARZT PROFIT SHARING PLAN
Plan identification number	002

GEORGE ARZT PROFIT SHARING 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
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.
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

GEORGE ARZT has sponsored the creation of one or more 401k plans.

Company Name: GEORGE ARZT

Employer identification number (EIN): 114385253

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE ARZT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 GEORGE ARZT 2015-03-30
002 2013-01-01 GEORGE ARZT 2014-09-29
002 2012-01-01 GEORGE ARZT
002 2011-01-01 GEORGE ARZT
002 2009-01-01 GEORGE ARZT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2014-01-01	GEORGE ARZT	2015-03-30
002	2013-01-01	GEORGE ARZT	2014-09-29
002	2012-01-01	GEORGE ARZT
002	2011-01-01	GEORGE ARZT
002	2009-01-01	GEORGE ARZT

Plan Statistics for GEORGE ARZT PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE ARZT PROFIT SHARING PLAN

Measure Date Value
2012: GEORGE ARZT PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 2
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GEORGE ARZT PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 2
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GEORGE ARZT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 3
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: GEORGE ARZT PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	2
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GEORGE ARZT PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	2
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GEORGE ARZT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	3
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GEORGE ARZT PROFIT SHARING PLAN

Measure	Date	Value
2012 : GEORGE ARZT PROFIT SHARING PLAN 2012 401k financial data
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	$236,374
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,168,058
Total plan assets at beginning of year	2012-12-31	$931,684
Total contributions received or receivable from participants	2012-12-31	$45,730
Other income received	2012-12-31	$134,073
Net income (gross income less expenses)	2012-12-31	$236,374
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,168,058
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$931,684
Total contributions received or receivable from employer(s)	2012-12-31	$56,571
2011 : GEORGE ARZT PROFIT SHARING PLAN 2011 401k financial data
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	$65,598
Expenses. Total of all expenses incurred	2011-12-31	$497
Benefits paid (including direct rollovers)	2011-12-31	$497
Total plan assets at end of year	2011-12-31	$931,684
Total plan assets at beginning of year	2011-12-31	$866,583
Total contributions received or receivable from participants	2011-12-31	$44,330
Other income received	2011-12-31	$-39,414
Net income (gross income less expenses)	2011-12-31	$65,101
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$931,684
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$866,583
Total contributions received or receivable from employer(s)	2011-12-31	$60,682
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : GEORGE ARZT PROFIT SHARING PLAN 2010 401k financial data
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	$182,306
Expenses. Total of all expenses incurred	2010-12-31	$912
Benefits paid (including direct rollovers)	2010-12-31	$912
Total plan assets at end of year	2010-12-31	$866,583
Total plan assets at beginning of year	2010-12-31	$685,189
Total contributions received or receivable from participants	2010-12-31	$45,550
Other income received	2010-12-31	$76,433
Net income (gross income less expenses)	2010-12-31	$181,394
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$866,583
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$685,189
Total contributions received or receivable from employer(s)	2010-12-31	$60,323
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : GEORGE ARZT PROFIT SHARING 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 GEORGE ARZT PROFIT SHARING PLAN

2012: GEORGE ARZT PROFIT SHARING 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: GEORGE ARZT PROFIT SHARING 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: GEORGE ARZT PROFIT SHARING 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:	GEORGE ARZT
Employer identification number (EIN):	114385253
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services