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JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN
Plan identification number 002

JAMES T. SCHULTZ, D.D.S., P.L.C. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JAMES T. SCHULTZ, D.D.S., P.L.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMES T. SCHULTZ, D.D.S., P.L.C.
Employer identification number (EIN):300126776
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01JAMES SCHULTZ2016-07-26 JAMES SCHULTZ2016-07-26
0022014-01-01
0022013-01-01
0022012-01-01JAMES T. SCHULTZ
0022011-01-01JAMES T. SCHULTZ
0022009-01-01JAMES T. SCHULTZ

Financial Data on JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-310
Total liabilities as of the beginning of the plan year2025-03-310
Total expenses incurred by plan in this plan year2025-03-3113124
Net assets as of the end of the plan year2025-03-311847154
Total assets as of the beginning of the plan year2025-03-311548125
Value of plan covered by a fidelity bond2025-03-31500000
Participant contributions to plan in this plan year2025-03-310
Other expenses paid from plan in this plan year2025-03-310
Other income to plan in this plan year2025-03-31257672
Plan net income in this plan year2025-03-31299029
Net assets as of the end of the plan year2025-03-311847154
Net assets as of the beginning of the plan year2025-03-311548125
Employer contributions to plan in this plan year2025-03-3154481
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-310
2024 : JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-270
Total liabilities as of the beginning of the plan year2024-06-270
Total expenses incurred by plan in this plan year2024-06-2715365
Net assets as of the end of the plan year2024-06-271548125
Total assets as of the beginning of the plan year2024-06-271201439
Value of plan covered by a fidelity bond2024-06-27500000
Participant contributions to plan in this plan year2024-06-270
Other expenses paid from plan in this plan year2024-06-27365
Other income to plan in this plan year2024-06-27310884
Plan net income in this plan year2024-06-27346686
Net assets as of the end of the plan year2024-06-271548125
Net assets as of the beginning of the plan year2024-06-271201439
Employer contributions to plan in this plan year2024-06-2751167
2022 : JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-160
Total liabilities as of the beginning of the plan year2022-06-160
Total expenses incurred by plan in this plan year2022-06-16214609
Net assets as of the end of the plan year2022-06-161442296
Total assets as of the beginning of the plan year2022-06-161376379
Value of plan covered by a fidelity bond2022-06-16150000
Participant contributions to plan in this plan year2022-06-160
Value of participant loans at end of plan year2022-06-161353
Other expenses paid from plan in this plan year2022-06-160
Other income to plan in this plan year2022-06-16234863
Plan net income in this plan year2022-06-1665917
Net assets as of the end of the plan year2022-06-161442296
Net assets as of the beginning of the plan year2022-06-161376379
Employer contributions to plan in this plan year2022-06-1645663
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-160
2014 : JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$52,758
Expenses. Total of all expenses incurred2014-12-31$11,856
Total plan assets at end of year2014-12-31$951,657
Total plan assets at beginning of year2014-12-31$910,755
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$52,758
Net income (gross income less expenses)2014-12-31$40,902
Net plan assets at end of year (total assets less liabilities)2014-12-31$951,657
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$910,755
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,856
2013 : JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$222,336
Expenses. Total of all expenses incurred2013-12-31$8,694
Total plan assets at end of year2013-12-31$910,755
Total plan assets at beginning of year2013-12-31$697,113
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$201,634
Net income (gross income less expenses)2013-12-31$213,642
Net plan assets at end of year (total assets less liabilities)2013-12-31$910,755
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$697,113
Total contributions received or receivable from employer(s)2013-12-31$20,702
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,694
2012 : JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$103,111
Expenses. Total of all expenses incurred2012-12-31$6,879
Total plan assets at end of year2012-12-31$697,113
Total plan assets at beginning of year2012-12-31$600,881
Value of fidelity bond covering the plan2012-12-31$75,000
Other income received2012-12-31$83,089
Net income (gross income less expenses)2012-12-31$96,232
Net plan assets at end of year (total assets less liabilities)2012-12-31$697,113
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$600,881
Total contributions received or receivable from employer(s)2012-12-31$20,022
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,879
2011 : JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-7,423
Expenses. Total of all expenses incurred2011-12-31$7,529
Total plan assets at end of year2011-12-31$600,881
Total plan assets at beginning of year2011-12-31$615,833
Value of fidelity bond covering the plan2011-12-31$75,000
Other income received2011-12-31$-27,719
Net income (gross income less expenses)2011-12-31$-14,952
Net plan assets at end of year (total assets less liabilities)2011-12-31$600,881
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$615,833
Total contributions received or receivable from employer(s)2011-12-31$20,296
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,529
2010 : JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$82,545
Expenses. Total of all expenses incurred2010-12-31$5,915
Total plan assets at end of year2010-12-31$615,833
Total plan assets at beginning of year2010-12-31$539,203
Value of fidelity bond covering the plan2010-12-31$75,000
Other income received2010-12-31$63,031
Net income (gross income less expenses)2010-12-31$76,630
Net plan assets at end of year (total assets less liabilities)2010-12-31$615,833
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$539,203
Total contributions received or receivable from employer(s)2010-12-31$19,514
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,915

Form 5500 Responses for JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN

2014: JAMES T. SCHULTZ, D.D.S., P.L.C. 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: JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING 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: JAMES T. SCHULTZ, D.D.S., P.L.C. 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: JAMES T. SCHULTZ, D.D.S., P.L.C. 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
2009: JAMES T. SCHULTZ, D.D.S., P.L.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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