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| Plan Name | RICHARD J. REISMAN, DMD CASH BALANCE PLAN |
| Plan identification number | 006 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | RICHARD J. REISMAN, DMD |
| Employer identification number (EIN): | 141576967 |
| NAIC Classification: | 621399 |
| NAIC Description: | Offices of All Other Miscellaneous Health Practitioners |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 006 | 2015-01-01 | ||||
| 006 | 2014-01-01 | ||||
| 006 | 2013-01-01 | ||||
| 006 | 2012-01-01 | RICHARD J. REISMAN | 2013-07-26 | RICHARD J. REISMAN | 2013-07-26 |
| 006 | 2011-01-01 | RICHARD J. REISMAN | 2012-07-10 | RICHARD J. REISMAN | 2012-07-10 |
| 006 | 2010-01-01 | RICHARD J. REISMAN | RICHARD J. REISMAN | 2012-07-10 | |
| 006 | 2009-01-01 | RICHARD J. REISMAN | RICHARD J. REISMAN | 2010-07-30 | |
| 006 | 2009-01-01 | RICHARD J. REISMAN | RICHARD J. REISMAN | 2010-07-29 |
| Measure | Date | Value |
|---|---|---|
| 2010: RICHARD J. REISMAN, DMD CASH BALANCE PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Total participants | 2010-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: RICHARD J. REISMAN, DMD CASH BALANCE 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 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2010 : RICHARD J. REISMAN, DMD CASH BALANCE PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $174,923 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $484,472 |
| Total plan assets at beginning of year | 2010-12-31 | $309,549 |
| Value of fidelity bond covering the plan | 2010-12-31 | $75,000 |
| Other income received | 2010-12-31 | $39,923 |
| Net income (gross income less expenses) | 2010-12-31 | $174,923 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $484,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $309,549 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $135,000 |
| 2010: RICHARD J. REISMAN, DMD CASH BALANCE PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RICHARD J. REISMAN, DMD CASH BALANCE PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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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