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WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN 401k Plan overview

Plan NameWILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN
Plan identification number 002

WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WILLIAM D. ZEEK DDS has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM D. ZEEK DDS
Employer identification number (EIN):311062721
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01WILLIAM ZEEK
0022011-01-01WILLIAM ZEEK
0022009-01-01WILLIAM ZEEK

Plan Statistics for WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN

401k plan membership statisitcs for WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN

Measure Date Value
2012: WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAM D. ZEEK D.D.S. MONEY PURCHASE 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
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN

Measure Date Value
2012 : WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$9,967
Expenses. Total of all expenses incurred2012-12-31$20,000
Benefits paid (including direct rollovers)2012-12-31$20,000
Total plan assets at end of year2012-12-31$296,137
Total plan assets at beginning of year2012-12-31$306,170
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$2,032
Other income received2012-12-31$49
Net income (gross income less expenses)2012-12-31$-10,033
Net plan assets at end of year (total assets less liabilities)2012-12-31$296,137
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$306,170
Total contributions received or receivable from employer(s)2012-12-31$7,886
2011 : WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$11,278
Total plan assets at end of year2011-12-31$306,170
Total plan assets at beginning of year2011-12-31$294,892
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$1,751
Other income received2011-12-31$38
Net income (gross income less expenses)2011-12-31$11,278
Net plan assets at end of year (total assets less liabilities)2011-12-31$306,170
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$294,892
Total contributions received or receivable from employer(s)2011-12-31$9,489
2010 : WILLIAM D. ZEEK D.D.S. MONEY PURCHASE 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$14,755
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$294,892
Total plan assets at beginning of year2010-12-31$280,137
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$2,291
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$158
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$14,755
Net plan assets at end of year (total assets less liabilities)2010-12-31$294,892
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$280,137
Total contributions received or receivable from employer(s)2010-12-31$12,306
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

Form 5500 Responses for WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN

2012: WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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