401k Plan data: ROBERT R. MORTIMER, D.M.D., INC. PROFIT SHARING PLAN plan

ROBERT R. MORTIMER, D.M.D., INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT R. MORTIMER, D.M.D., INC. PROFIT SHARING PLAN
Plan identification number	002

ROBERT R. MORTIMER, D.M.D., INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ROBERT R. MORTIMER, D.M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT R. MORTIMER, D.M.D., INC.

Employer identification number (EIN): 251384717

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT R. MORTIMER, D.M.D., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 ROBERT MORTIMER 2017-04-18 ROBERT MORTIMER 2017-04-18
002 2015-01-01 ROBERT R. MORTIMER 2016-05-14 ROBERT R. MORTIMER 2016-05-14
002 2014-01-01 ROBERT MORTIMER 2015-03-28 ROBERT MORTIMER 2015-03-28
002 2013-01-01 ROBERT MORTIMER 2014-03-09 ROBERT MORTIMER 2014-03-09
002 2012-01-01 ROBERT MORTIMER 2013-03-04 ROBERT MORTIMER 2013-03-04
002 2011-01-01 ROBERT R. MORTIMER 2012-03-18 ROBERT R. MORTIMER 2012-03-18
002 2010-01-01 ROBERT MORTIMER 2011-03-20 ROBERT MORTIMER 2011-03-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	ROBERT MORTIMER	2017-04-18	ROBERT MORTIMER	2017-04-18
002	2015-01-01	ROBERT R. MORTIMER	2016-05-14	ROBERT R. MORTIMER	2016-05-14
002	2014-01-01	ROBERT MORTIMER	2015-03-28	ROBERT MORTIMER	2015-03-28
002	2013-01-01	ROBERT MORTIMER	2014-03-09	ROBERT MORTIMER	2014-03-09
002	2012-01-01	ROBERT MORTIMER	2013-03-04	ROBERT MORTIMER	2013-03-04
002	2011-01-01	ROBERT R. MORTIMER	2012-03-18	ROBERT R. MORTIMER	2012-03-18
002	2010-01-01	ROBERT MORTIMER	2011-03-20	ROBERT MORTIMER	2011-03-20

Financial Data on ROBERT R. MORTIMER, D.M.D., INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : ROBERT R. MORTIMER, D.M.D., INC. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-27	22901
Net assets as of the end of the plan year	2022-05-27	3859866
Total assets as of the beginning of the plan year	2022-05-27	3306409
Value of plan covered by a fidelity bond	2022-05-27	250000
Participant contributions to plan in this plan year	2022-05-27	66467
Other income to plan in this plan year	2022-05-27	490294
Plan net income in this plan year	2022-05-27	553457
Net assets as of the end of the plan year	2022-05-27	3859866
Net assets as of the beginning of the plan year	2022-05-27	3306409
Employer contributions to plan in this plan year	2022-05-27	19597
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-27	22901

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ROBERT R. MORTIMER, D.M.D., INC.
Employer identification number (EIN):	251384717
NAIC Classification:	621210
NAIC Description:	Offices of Dentists