401k Plan data: MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST plan

MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST
Plan identification number	002

MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST 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
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.
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

MICHAEL S. ALKON, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL S. ALKON, DMD, PA

Employer identification number (EIN): 222215885

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 MICHAEL ALKON 2019-09-20
002 2018-01-01 MICHAEL S ALKON 2019-06-11
002 2017-01-01 MICHAEL ALKON 2018-05-16
002 2016-01-01 MICHAEL ALKON 2017-05-11 MICHAEL ALKON 2017-05-11
002 2015-01-01 MICHAEL ALKON 2016-05-11
002 2014-01-01 MICHAEL ALKON 2015-05-14 MICHAEL ALKON 2015-05-14
002 2013-01-01 MICHAEL ALKON 2014-07-14
002 2012-01-01 MICHAEL ALKON 2013-05-09
002 2011-01-01 MICHAEL S. ALKON 2012-08-02
002 2010-01-01 MICHAEL S ALKON
002 2009-01-01 MICHAEL S ALKON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	MICHAEL ALKON	2019-09-20
002	2018-01-01	MICHAEL S ALKON	2019-06-11
002	2017-01-01	MICHAEL ALKON	2018-05-16
002	2016-01-01	MICHAEL ALKON	2017-05-11	MICHAEL ALKON	2017-05-11
002	2015-01-01	MICHAEL ALKON	2016-05-11
002	2014-01-01	MICHAEL ALKON	2015-05-14	MICHAEL ALKON	2015-05-14
002	2013-01-01	MICHAEL ALKON	2014-07-14
002	2012-01-01	MICHAEL ALKON	2013-05-09
002	2011-01-01	MICHAEL S. ALKON	2012-08-02
002	2010-01-01	MICHAEL S ALKON
002	2009-01-01	MICHAEL S ALKON

Plan Statistics for MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST

Measure Date Value
2010: MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 4
2009: MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2010: MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	4
2009: MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2010 : MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$340,928
Total plan assets at end of year	2010-12-31	$1,998,661
Total plan assets at beginning of year	2010-12-31	$1,657,733
Other income received	2010-12-31	$289,866
Net income (gross income less expenses)	2010-12-31	$340,928
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,998,661
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,657,733
Total contributions received or receivable from employer(s)	2010-12-31	$51,062

Form 5500 Responses for MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST

2010: MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MICHAEL S. ALKON DMD PA PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICHAEL S. ALKON, DMD, PA
Employer identification number (EIN):	222215885
NAIC Classification:	621210
NAIC Description:	Offices of Dentists