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ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan NameARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN
Plan identification number 001

ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ARTHUR J. APPEL, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:ARTHUR J. APPEL, D.D.S.
Employer identification number (EIN):222570078
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01ARTHUR J. APPEL2016-08-05
0012015-01-01ARTHUR J. APPEL2016-06-16
0012014-01-01ARTHUR J. APPEL2015-06-10
0012013-01-01ARTHUR J. APPEL2014-07-16
0012012-01-01ARTHUR J. APPEL
0012011-01-01ARTHUR J. APPEL
0012010-01-01ARTHUR J. APPEL
0012009-01-01ARTHUR J APPEL

Plan Statistics for ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN

401k plan membership statisitcs for ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2012: ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2010: ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: ARTHUR J. APPEL, D.D.S. 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 ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2012 : ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$52,691
Total plan assets at end of year2012-12-31$876,789
Total plan assets at beginning of year2012-12-31$824,098
Other income received2012-12-31$28,147
Net income (gross income less expenses)2012-12-31$52,691
Net plan assets at end of year (total assets less liabilities)2012-12-31$876,789
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$824,098
Total contributions received or receivable from employer(s)2012-12-31$24,544
2011 : ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$38,077
Total plan assets at end of year2011-12-31$824,098
Total plan assets at beginning of year2011-12-31$786,021
Other income received2011-12-31$13,533
Net income (gross income less expenses)2011-12-31$38,077
Net plan assets at end of year (total assets less liabilities)2011-12-31$824,098
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$786,021
Total contributions received or receivable from employer(s)2011-12-31$24,544
2010 : ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$94,773
Total plan assets at end of year2010-12-31$786,021
Total plan assets at beginning of year2010-12-31$691,248
Other income received2010-12-31$70,248
Net income (gross income less expenses)2010-12-31$94,773
Net plan assets at end of year (total assets less liabilities)2010-12-31$786,021
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$691,248
Total contributions received or receivable from employer(s)2010-12-31$24,525

Form 5500 Responses for ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN

2012: ARTHUR J. APPEL, D.D.S. 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: ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ARTHUR J. APPEL, D.D.S. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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