401k Plan data: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST plan

ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST
Plan identification number	001

ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

ROBERT J. TREFIL, LTD. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT J. TREFIL, LTD.

Employer identification number (EIN): 362933089

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 TED DERMA
001 2011-01-01
001 2010-01-01 KAPOOR VIVEK 2011-08-01 KAPOOR VIVEK 2011-08-01
001 2009-01-01 ROBERT TREFIL 2010-04-19
001 2009-01-01 2010-04-19

Plan Statistics for ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST

Measure Date Value
2017: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2

Measure	Date	Value
2017: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2

Financial Data on ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2017 : ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$0
Expenses. Total of all expenses incurred	2017-12-31	$165,462
Benefits paid (including direct rollovers)	2017-12-31	$165,462
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$165,462
Net income (gross income less expenses)	2017-12-31	$-165,462
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$165,462
2016 : ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total plan assets at end of year	2016-12-31	$165,462
Total plan assets at beginning of year	2016-12-31	$165,462
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$165,462
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$165,462
2015 : ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$1,890
Expenses. Total of all expenses incurred	2015-12-31	$2,495
Total plan assets at end of year	2015-12-31	$165,462
Total plan assets at beginning of year	2015-12-31	$166,067
Total contributions received or receivable from participants	2015-12-31	$5,000
Other income received	2015-12-31	$-3,110
Net income (gross income less expenses)	2015-12-31	$-605
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$165,462
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$166,067
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,495
2014 : ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$-465
Expenses. Total of all expenses incurred	2014-12-31	$2,249
Total plan assets at end of year	2014-12-31	$166,067
Total plan assets at beginning of year	2014-12-31	$168,781
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,249
Other income received	2014-12-31	$-465
Net income (gross income less expenses)	2014-12-31	$-2,714
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$166,067
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$168,781
2013 : ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$10,853
Expenses. Total of all expenses incurred	2013-12-31	$2,036
Total plan assets at end of year	2013-12-31	$168,781
Total plan assets at beginning of year	2013-12-31	$159,964
Other income received	2013-12-31	$10,853
Net income (gross income less expenses)	2013-12-31	$8,817
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$168,781
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$159,964
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,036
2012 : ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$3,349
Expenses. Total of all expenses incurred	2012-12-31	$1,567
Total plan assets at end of year	2012-12-31	$159,964
Total plan assets at beginning of year	2012-12-31	$158,182
Other income received	2012-12-31	$3,349
Net income (gross income less expenses)	2012-12-31	$1,782
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$159,964
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$158,182
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,567
2011 : ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$4,655
Expenses. Total of all expenses incurred	2011-12-31	$5,001
Total plan assets at end of year	2011-12-31	$158,182
Total plan assets at beginning of year	2011-12-31	$158,528
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,001
Other income received	2011-12-31	$4,655
Net income (gross income less expenses)	2011-12-31	$-346
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$158,182
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$158,528
2010 : ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$9,337
Expenses. Total of all expenses incurred	2010-12-31	$1,144
Total plan assets at end of year	2010-12-31	$158,528
Total plan assets at beginning of year	2010-12-31	$137,689
Other income received	2010-12-31	$9,337
Net income (gross income less expenses)	2010-12-31	$8,193
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$158,528
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$137,689
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,144

Form 5500 Responses for ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST

2017: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROBERT J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 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 J. TREFIL, LTD PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT J. TREFIL, LTD.
Employer identification number (EIN):	362933089
NAIC Classification:	621210
NAIC Description:	Offices of Dentists