Logo

PHILIP J. LATTEIER, DDS, PC 401(K) PLAN 401k Plan overview

Plan NamePHILIP J. LATTEIER, DDS, PC 401(K) PLAN
Plan identification number 001

PHILIP J. LATTEIER, DDS, PC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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.
  • 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

PHILIP J. LATTEIER, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:PHILIP J. LATTEIER, DDS, PC
Employer identification number (EIN):263039400
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP J. LATTEIER, DDS, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01PHILIP LATTEIER
0012014-01-01PHILIP LATTEIER
0012013-01-01PHILIP LATTEIER
0012012-01-01PHILIP LATTEIER
0012011-01-01PHILIP LATTEIER
0012009-01-01PHILIP LATTEIER

Financial Data on PHILIP J. LATTEIER, DDS, PC 401(K) PLAN

Measure Date Value
2015 : PHILIP J. LATTEIER, DDS, PC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$0
Expenses. Total of all expenses incurred2015-12-31$242,159
Benefits paid (including direct rollovers)2015-12-31$242,159
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$242,159
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$0
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-242,159
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$242,159
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PHILIP J. LATTEIER, DDS, PC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$39,514
Expenses. Total of all expenses incurred2014-12-31$2,080
Benefits paid (including direct rollovers)2014-12-31$2,080
Total plan assets at end of year2014-12-31$242,159
Total plan assets at beginning of year2014-12-31$204,725
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$10,770
Other income received2014-12-31$28,744
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$37,434
Net plan assets at end of year (total assets less liabilities)2014-12-31$242,159
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$204,725
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : PHILIP J. LATTEIER, DDS, PC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$8,320
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$204,725
Total plan assets at beginning of year2013-12-31$196,405
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$8,320
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$8,320
Net plan assets at end of year (total assets less liabilities)2013-12-31$204,725
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$196,405
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : PHILIP J. LATTEIER, DDS, PC 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$69,103
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$196,406
Total plan assets at beginning of year2012-12-31$127,303
Total contributions received or receivable from participants2012-12-31$33,000
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$11,668
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$69,103
Net plan assets at end of year (total assets less liabilities)2012-12-31$196,406
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$127,303
Total contributions received or receivable from employer(s)2012-12-31$24,435
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : PHILIP J. LATTEIER, DDS, PC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$39,900
Expenses. Total of all expenses incurred2011-12-31$7,578
Benefits paid (including direct rollovers)2011-12-31$7,578
Total plan assets at end of year2011-12-31$127,303
Total plan assets at beginning of year2011-12-31$94,981
Total contributions received or receivable from participants2011-12-31$33,200
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,804
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$32,322
Net plan assets at end of year (total assets less liabilities)2011-12-31$127,303
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$94,981
Total contributions received or receivable from employer(s)2011-12-31$4,896
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PHILIP J. LATTEIER, DDS, PC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$52,915
Expenses. Total of all expenses incurred2010-12-31$1,491
Benefits paid (including direct rollovers)2010-12-31$1,491
Total plan assets at end of year2010-12-31$94,981
Total plan assets at beginning of year2010-12-31$43,557
Total contributions received or receivable from participants2010-12-31$35,845
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$9,286
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$51,424
Net plan assets at end of year (total assets less liabilities)2010-12-31$94,981
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$43,557
Total contributions received or receivable from employer(s)2010-12-31$7,784
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for PHILIP J. LATTEIER, DDS, PC 401(K) PLAN

2015: PHILIP J. LATTEIER, DDS, PC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHILIP J. LATTEIER, DDS, PC 401(K) 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: PHILIP J. LATTEIER, DDS, PC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHILIP J. LATTEIER, DDS, PC 401(K) 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: PHILIP J. LATTEIER, DDS, PC 401(K) 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
2009: PHILIP J. LATTEIER, DDS, PC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1