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ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN
Plan identification number 002

ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

ROBERT J. WIRTZ DDS MS has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. WIRTZ DDS MS
Employer identification number (EIN):362412564
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBERT J. WIRTZ
0022016-01-01ROBERT J. WIRTZ
0022015-01-01ROBERT J. WIRTZ
0022014-01-01ROBERT J. WIRTZ
0022013-01-01ROBERT J. WIRTZ
0022012-01-01ROBERT J. WIRTZ
0022011-01-01ROBERT J. WIRTZ
0022009-01-01ROBERT J. WIRTZ

Plan Statistics for ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN

Measure Date Value
2021: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
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 participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
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 participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
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 participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN

Measure Date Value
2021 : ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$6,879
Expenses. Total of all expenses incurred2021-12-31$50,766
Benefits paid (including direct rollovers)2021-12-31$50,541
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$43,887
Other income received2021-12-31$6,879
Net income (gross income less expenses)2021-12-31$-43,887
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$43,887
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$225
2020 : ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$-19,364
Expenses. Total of all expenses incurred2020-12-31$562,467
Benefits paid (including direct rollovers)2020-12-31$558,482
Total plan assets at end of year2020-12-31$43,887
Total plan assets at beginning of year2020-12-31$625,718
Value of fidelity bond covering the plan2020-12-31$5,000
Other income received2020-12-31$-19,364
Net income (gross income less expenses)2020-12-31$-581,831
Net plan assets at end of year (total assets less liabilities)2020-12-31$43,887
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$625,718
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,985
2019 : ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$131,047
Expenses. Total of all expenses incurred2019-12-31$6,765
Benefits paid (including direct rollovers)2019-12-31$6,765
Total plan assets at end of year2019-12-31$625,718
Total plan assets at beginning of year2019-12-31$501,436
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$131,047
Net income (gross income less expenses)2019-12-31$124,282
Net plan assets at end of year (total assets less liabilities)2019-12-31$625,718
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$501,436
2018 : ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-48,561
Expenses. Total of all expenses incurred2018-12-31$5,000
Benefits paid (including direct rollovers)2018-12-31$5,000
Total plan assets at end of year2018-12-31$501,436
Total plan assets at beginning of year2018-12-31$554,997
Value of fidelity bond covering the plan2018-12-31$50,000
Other income received2018-12-31$-48,561
Net income (gross income less expenses)2018-12-31$-53,561
Net plan assets at end of year (total assets less liabilities)2018-12-31$501,436
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$554,997
2017 : ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$82,328
Total plan assets at end of year2017-12-31$554,997
Total plan assets at beginning of year2017-12-31$472,669
Value of fidelity bond covering the plan2017-12-31$45,000
Other income received2017-12-31$82,328
Net income (gross income less expenses)2017-12-31$82,328
Net plan assets at end of year (total assets less liabilities)2017-12-31$554,997
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$472,669
Assets. Value of participant loans2017-12-31$5,000
2016 : ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$46,536
Total plan assets at end of year2016-12-31$472,669
Total plan assets at beginning of year2016-12-31$426,133
Value of fidelity bond covering the plan2016-12-31$45,000
Other income received2016-12-31$46,536
Net income (gross income less expenses)2016-12-31$46,536
Net plan assets at end of year (total assets less liabilities)2016-12-31$472,669
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$426,133
2015 : ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-8,829
Total plan assets at end of year2015-12-31$426,133
Total plan assets at beginning of year2015-12-31$434,962
Value of fidelity bond covering the plan2015-12-31$45,000
Other income received2015-12-31$-8,829
Net income (gross income less expenses)2015-12-31$-8,829
Net plan assets at end of year (total assets less liabilities)2015-12-31$426,133
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$434,962
2014 : ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$44,464
Total plan assets at end of year2014-12-31$434,962
Total plan assets at beginning of year2014-12-31$390,498
Value of fidelity bond covering the plan2014-12-31$45,000
Other income received2014-12-31$44,464
Net income (gross income less expenses)2014-12-31$44,464
Net plan assets at end of year (total assets less liabilities)2014-12-31$434,962
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$390,498
2013 : ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$80,265
Total plan assets at end of year2013-12-31$390,498
Total plan assets at beginning of year2013-12-31$310,233
Value of fidelity bond covering the plan2013-12-31$40,000
Other income received2013-12-31$80,265
Net income (gross income less expenses)2013-12-31$80,265
Net plan assets at end of year (total assets less liabilities)2013-12-31$390,498
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$310,233
2012 : ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$23,130
Total plan assets at end of year2012-12-31$310,233
Total plan assets at beginning of year2012-12-31$287,103
Value of fidelity bond covering the plan2012-12-31$32,000
Other income received2012-12-31$23,130
Net income (gross income less expenses)2012-12-31$23,130
Net plan assets at end of year (total assets less liabilities)2012-12-31$310,233
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$287,103
2011 : ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$8,408
Total plan assets at end of year2011-12-31$287,103
Total plan assets at beginning of year2011-12-31$278,695
Value of fidelity bond covering the plan2011-12-31$29,000
Other income received2011-12-31$8,408
Net income (gross income less expenses)2011-12-31$8,408
Net plan assets at end of year (total assets less liabilities)2011-12-31$287,103
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$278,695
2010 : ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$27,503
Total plan assets at end of year2010-12-31$278,695
Total plan assets at beginning of year2010-12-31$251,192
Value of fidelity bond covering the plan2010-12-31$28,000
Other income received2010-12-31$27,503
Net income (gross income less expenses)2010-12-31$27,503
Net plan assets at end of year (total assets less liabilities)2010-12-31$278,695
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$251,192
Assets. Value of participant loans2010-12-31$1,900

Form 5500 Responses for ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN

2021: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT J. WIRTZ, DDS MS 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: ROBERT J. WIRTZ, DDS MS 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: ROBERT J. WIRTZ, DDS MS 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: ROBERT J. WIRTZ, DDS MS 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: ROBERT J. WIRTZ, DDS MS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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