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| Plan Name | ROBERT BERTSCH & BRENDA BERTSCH DDS INC 401-K PROFIT SHARING PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROBERT BERTSCH & BRENDA BERTSCH DDS INC. |
| Employer identification number (EIN): | 311166278 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2015-01-01 | ROBERT BERTSCH | 2016-01-14 | ROBERT BERTSCH | 2016-01-14 |
| 003 | 2014-01-01 | ROBERT BERTSCH | 2015-04-16 | ROBERT BERTSCH | 2015-04-16 |
| 003 | 2013-01-01 | ROBERT BERTSCH | 2014-06-04 | ROBERT BERTSCH | 2014-06-04 |
| 003 | 2012-01-01 | ROBERT BERTSCH | 2013-04-25 | ROBERT BERTSCH | 2013-04-25 |
| 003 | 2011-01-01 | ROBERT BERTSCH | 2012-07-20 | ROBERT BERTSCH | 2012-07-20 |
| 003 | 2010-01-01 | ROBERT BERTSCH | ROBERT BERTSCH | 2011-03-18 | |
| 003 | 2009-01-01 | ROBERT BERTSCH | ROBERT BERTSCH | 2010-07-08 | |
| 003 | 2009-01-01 | ROBERT BERTSCH | ROBERT BERTSCH | 2010-07-14 |
| Measure | Date | Value |
|---|---|---|
| 2010: ROBERT BERTSCH & BRENDA BERTSCH DDS INC 401-K PROFIT SHARING PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 15 |
| Total participants | 2010-01-01 | 15 |
| Number of participants with account balances | 2010-01-01 | 15 |
| 2009: ROBERT BERTSCH & BRENDA BERTSCH DDS INC 401-K PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 16 |
| Total participants | 2009-01-01 | 16 |
| Number of participants with account balances | 2009-01-01 | 16 |
| Measure | Date | Value |
|---|---|---|
| 2010 : ROBERT BERTSCH & BRENDA BERTSCH DDS INC 401-K PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $228,206 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $45,699 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $45,699 |
| Total plan assets at end of year | 2010-12-31 | $2,777,968 |
| Total plan assets at beginning of year | 2010-12-31 | $2,595,461 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $78,714 |
| Other income received | 2010-12-31 | $22,392 |
| Net income (gross income less expenses) | 2010-12-31 | $182,507 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,777,968 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,595,461 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $127,100 |
| 2010: ROBERT BERTSCH & BRENDA BERTSCH DDS INC 401-K PROFIT SHARING PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT BERTSCH & BRENDA BERTSCH DDS INC 401-K PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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