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JOSEPH P. RITZ, DMD, PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH P. RITZ, DMD, PC 401K PROFIT SHARING PLAN
Plan identification number 002

JOSEPH P. RITZ, DMD, PC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

JOSEPH P. RITZ, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH P. RITZ, DMD, PC
Employer identification number (EIN):232226727
NAIC Classification:321210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH P. RITZ, DMD, PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOSEPH P. RITZ2024-04-08
0022022-01-01JOSEPH P. RITZ2023-07-05
0022021-01-01
0022020-01-01JOSEPH P. RITZ2021-10-11
0022019-01-01JOSEPH P. RITZ2020-08-17
0022018-07-01JOSEPH P. RITZ2019-09-30
0022017-07-01JOSEPH P. RITZ2018-12-06
0022016-07-01JOSEPH P. RITZ2018-04-05
0022015-07-01JOSEPH P. RITZ2017-04-07
0022014-07-01JOSEPH P. RITZ2016-04-15
0022013-07-01JOSEPH P. RITZ2015-04-14
0022012-07-01JOSEPH P. RITZ2014-04-14
0022011-07-01JOSEPH P. RITZ2013-04-14
0022009-07-01JOSEPH P. RITZ

Financial Data on JOSEPH P. RITZ, DMD, PC 401K PROFIT SHARING PLAN

Measure Date Value
2025 : JOSEPH P. RITZ, DMD, PC 401K PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-310
Total expenses incurred by plan in this plan year2025-05-314409
Net assets as of the end of the plan year2025-05-310
Total assets as of the beginning of the plan year2025-05-314416
Value of plan covered by a fidelity bond2025-05-31200000
Participant contributions to plan in this plan year2025-05-310
Other contributions to plan in this plan year2025-05-310
Other income to plan in this plan year2025-05-31-7
Plan net income in this plan year2025-05-31-4416
Net assets as of the end of the plan year2025-05-310
Net assets as of the beginning of the plan year2025-05-314416
Employer contributions to plan in this plan year2025-05-310
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-31200
Total liabilities as of the end of the plan year2025-05-300
Total liabilities as of the beginning of the plan year2025-05-300
Total expenses incurred by plan in this plan year2025-05-30449810
Net assets as of the end of the plan year2025-05-304416
Total assets as of the beginning of the plan year2025-05-30434988
Value of plan covered by a fidelity bond2025-05-30200000
Participant contributions to plan in this plan year2025-05-300
Other contributions to plan in this plan year2025-05-300
Other income to plan in this plan year2025-05-3019238
Plan net income in this plan year2025-05-30-430572
Net assets as of the end of the plan year2025-05-304416
Net assets as of the beginning of the plan year2025-05-30434988
Employer contributions to plan in this plan year2025-05-300
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-30450
2024 : JOSEPH P. RITZ, DMD, PC 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-04-080
Total expenses incurred by plan in this plan year2024-04-087287
Net assets as of the end of the plan year2024-04-08434988
Total assets as of the beginning of the plan year2024-04-08376565
Value of plan covered by a fidelity bond2024-04-08200000
Participant contributions to plan in this plan year2024-04-0828187
Other contributions to plan in this plan year2024-04-080
Other income to plan in this plan year2024-04-0825919
Plan net income in this plan year2024-04-0858423
Net assets as of the end of the plan year2024-04-08434988
Net assets as of the beginning of the plan year2024-04-08376565
Employer contributions to plan in this plan year2024-04-0811604
2022 : JOSEPH P. RITZ, DMD, PC 401K PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-070
Total liabilities as of the beginning of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-074335
Net assets as of the end of the plan year2022-10-07331362
Total assets as of the beginning of the plan year2022-10-07248756
Value of plan covered by a fidelity bond2022-10-07200000
Participant contributions to plan in this plan year2022-10-0729027
Other expenses paid from plan in this plan year2022-10-070
Other contributions to plan in this plan year2022-10-070
Other income to plan in this plan year2022-10-0712040
Plan net income in this plan year2022-10-0782606
Net assets as of the end of the plan year2022-10-07331362
Net assets as of the beginning of the plan year2022-10-07248756
Employer contributions to plan in this plan year2022-10-0745874
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-070
2011 : JOSEPH P. RITZ, DMD, PC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$59,787
Expenses. Total of all expenses incurred2011-06-30$0
Total plan assets at end of year2011-06-30$270,652
Total plan assets at beginning of year2011-06-30$210,865
Value of fidelity bond covering the plan2011-06-30$200,000
Total contributions received or receivable from participants2011-06-30$36,812
Other income received2011-06-30$11,980
Net income (gross income less expenses)2011-06-30$59,787
Net plan assets at end of year (total assets less liabilities)2011-06-30$270,652
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$210,865
Total contributions received or receivable from employer(s)2011-06-30$10,995
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : JOSEPH P. RITZ, DMD, PC 401K PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for JOSEPH P. RITZ, DMD, PC 401K PROFIT SHARING PLAN

2009: JOSEPH P. RITZ, DMD, PC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-NF52
Policy instance 1

Potentially related plans

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