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THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN 401k Plan overview

Plan NameTHE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN
Plan identification number 002

THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN Benefits

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

401k Sponsoring company profile

WILLIAM R LEVIN, DMD PA has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM R LEVIN, DMD PA
Employer identification number (EIN):222271290
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-10-01WILLIAM R. LEVIN
0022011-10-01WILLIAM R. LEVIN
0022009-10-01WILLIAM R LEVIN

Plan Statistics for THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN

401k plan membership statisitcs for THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN

Measure Date Value
2012: THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-013
Total number of active participants reported on line 7a of the Form 55002012-10-010
Total of all active and inactive participants2012-10-010
Total participants2012-10-010
Number of participants with account balances2012-10-010
2011: THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-013
Total number of active participants reported on line 7a of the Form 55002011-10-013
Total of all active and inactive participants2011-10-013
Total participants2011-10-013
Number of participants with account balances2011-10-013
2009: THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-014
Total number of active participants reported on line 7a of the Form 55002009-10-014
Total of all active and inactive participants2009-10-014
Total participants2009-10-014
Number of participants with account balances2009-10-014

Financial Data on THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN

Measure Date Value
2013 : THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN 2013 401k financial data
Total income from all sources2013-09-30$142,670
Expenses. Total of all expenses incurred2013-09-30$2,999,626
Benefits paid (including direct rollovers)2013-09-30$2,999,626
Total plan assets at end of year2013-09-30$0
Total plan assets at beginning of year2013-09-30$2,856,956
Value of fidelity bond covering the plan2013-09-30$350,000
Other income received2013-09-30$142,670
Net income (gross income less expenses)2013-09-30$-2,856,956
Net plan assets at end of year (total assets less liabilities)2013-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$2,856,956
2012 : THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN 2012 401k financial data
Total income from all sources2012-09-30$353,756
Total plan assets at end of year2012-09-30$2,856,956
Total plan assets at beginning of year2012-09-30$2,503,200
Value of fidelity bond covering the plan2012-09-30$350,000
Other income received2012-09-30$353,756
Net income (gross income less expenses)2012-09-30$353,756
Net plan assets at end of year (total assets less liabilities)2012-09-30$2,856,956
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$2,503,200
2011 : THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN 2011 401k financial data
Total income from all sources2011-09-30$-9,187
Expenses. Total of all expenses incurred2011-09-30$30,415
Benefits paid (including direct rollovers)2011-09-30$30,415
Total plan assets at end of year2011-09-30$2,503,200
Total plan assets at beginning of year2011-09-30$2,542,802
Value of fidelity bond covering the plan2011-09-30$350,000
Other income received2011-09-30$-9,187
Net income (gross income less expenses)2011-09-30$-39,602
Net plan assets at end of year (total assets less liabilities)2011-09-30$2,503,200
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$2,542,802

Form 5500 Responses for THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN

2012: THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01This submission is the final filingYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: THE WILLIAM R LEVIN DMD PA PROFIT SHARING PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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