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DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 401k Plan overview

Plan NameDR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN
Plan identification number 001

DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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

DR. ROBERT W. SCHULTZ has sponsored the creation of one or more 401k plans.

Company Name:DR. ROBERT W. SCHULTZ
Employer identification number (EIN):222464087
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01SANDRA SCHULTZ
0012016-01-01ROBERT SCHULTZ
0012015-01-01ROBERT SCHULTZ
0012014-01-01ROBERT SCHULTZ
0012013-01-01ROBERT SCHULTZ
0012012-01-01ROBERT SCHULTZ
0012011-01-01ROBERT SCHULTZ
0012009-01-01
0012009-01-01ROBERT SCHULTZ ROBERT SCHULTZ2010-10-08
0012009-01-01

Plan Statistics for DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN

401k plan membership statisitcs for DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN

Measure Date Value
2018: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
2017: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN

Measure Date Value
2018 : DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2018 401k financial data
Expenses. Total of all expenses incurred2018-12-31$20,848
Benefits paid (including direct rollovers)2018-12-31$20,848
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$20,848
Net income (gross income less expenses)2018-12-31$-20,848
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$20,848
Assets. Value of participant loans2018-12-31$0
2017 : DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$2
Expenses. Total of all expenses incurred2017-12-31$15,233
Benefits paid (including direct rollovers)2017-12-31$15,040
Total plan assets at end of year2017-12-31$20,848
Total plan assets at beginning of year2017-12-31$36,079
Other income received2017-12-31$2
Net income (gross income less expenses)2017-12-31$-15,231
Net plan assets at end of year (total assets less liabilities)2017-12-31$20,848
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$36,079
Assets. Value of participant loans2017-12-31$20,848
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$193
2016 : DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-3,698
Expenses. Total of all expenses incurred2016-12-31$9,220
Benefits paid (including direct rollovers)2016-12-31$9,200
Total plan assets at end of year2016-12-31$36,079
Total plan assets at beginning of year2016-12-31$48,997
Other income received2016-12-31$-3,698
Net income (gross income less expenses)2016-12-31$-12,918
Net plan assets at end of year (total assets less liabilities)2016-12-31$36,079
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$48,997
Assets. Value of participant loans2016-12-31$32,848
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$20
2015 : DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-5,387
Expenses. Total of all expenses incurred2015-12-31$4,877
Benefits paid (including direct rollovers)2015-12-31$4,773
Total plan assets at end of year2015-12-31$48,997
Total plan assets at beginning of year2015-12-31$59,261
Other income received2015-12-31$-5,387
Net income (gross income less expenses)2015-12-31$-10,264
Net plan assets at end of year (total assets less liabilities)2015-12-31$48,997
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$59,261
Assets. Value of participant loans2015-12-31$32,848
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$104
2014 : DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$8,815
Expenses. Total of all expenses incurred2014-12-31$114
Total plan assets at end of year2014-12-31$59,261
Total plan assets at beginning of year2014-12-31$50,560
Other income received2014-12-31$8,815
Net income (gross income less expenses)2014-12-31$8,701
Net plan assets at end of year (total assets less liabilities)2014-12-31$59,261
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$50,560
Assets. Value of participant loans2014-12-31$32,848
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$114
2013 : DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$8,505
Expenses. Total of all expenses incurred2013-12-31$1,356
Benefits paid (including direct rollovers)2013-12-31$1,300
Total plan assets at end of year2013-12-31$42,712
Total plan assets at beginning of year2013-12-31$35,563
Other income received2013-12-31$8,505
Net income (gross income less expenses)2013-12-31$7,149
Net plan assets at end of year (total assets less liabilities)2013-12-31$42,712
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$35,563
Assets. Value of participant loans2013-12-31$7,848
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$56
2012 : DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$-8,483
Expenses. Total of all expenses incurred2012-12-31$75
Total plan assets at end of year2012-12-31$35,563
Total plan assets at beginning of year2012-12-31$44,121
Other income received2012-12-31$-8,558
Net income (gross income less expenses)2012-12-31$-8,558
Net plan assets at end of year (total assets less liabilities)2012-12-31$35,563
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$44,121
Assets. Value of participant loans2012-12-31$10,559
Total contributions received or receivable from employer(s)2012-12-31$75
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$75
2011 : DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,274
Expenses. Total of all expenses incurred2011-12-31$83
Total plan assets at end of year2011-12-31$44,121
Total plan assets at beginning of year2011-12-31$42,930
Other income received2011-12-31$1,199
Net income (gross income less expenses)2011-12-31$1,191
Net plan assets at end of year (total assets less liabilities)2011-12-31$44,121
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$42,930
Assets. Value of participant loans2011-12-31$12,300
Total contributions received or receivable from employer(s)2011-12-31$75
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$83
2010 : DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$8,610
Total plan assets at end of year2010-12-31$42,930
Total plan assets at beginning of year2010-12-31$49,175
Other income received2010-12-31$8,610
Net income (gross income less expenses)2010-12-31$8,610
Net plan assets at end of year (total assets less liabilities)2010-12-31$42,930
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$49,175
Assets. Value of participant loans2010-12-31$15,630

Form 5500 Responses for DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN

2018: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 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: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 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: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 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: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 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: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 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: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DR. ROBERT W. SCHULTZ EMPLOYEES' PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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