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JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

JOHN J. DZAKOVICH, DDS, LTD. has sponsored the creation of one or more 401k plans.

Company Name:JOHN J. DZAKOVICH, DDS, LTD.
Employer identification number (EIN):363193193
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN J. DZAKOVICH, DDS2023-10-09 JOHN J. DZAKOVICH, DDS2023-10-09
0012021-01-01JOHN J. DZAKOVICH, DDS2022-09-27
0012020-01-01JOHN J. DZAKOVICH, DDS2021-10-12 JOHN J. DZAKOVICH, DDS2021-10-12
0012019-01-01JOHN J. DZAKOVICH, DDS2020-10-06 JOHN J. DZAKOVICH, DDS2020-10-06
0012018-07-01JOHN J. DZAKOVICH, DDS2019-07-23 JOHN J. DZAKOVICH, DDS2019-07-23
0012017-07-01JOHN J. DZAKOVICH, DDS2019-01-25 JOHN J. DZAKOVICH, DDS2019-01-25
0012016-07-01JOHN J. DZAKOVICH, DDS
0012015-07-01JOHN J. DZAKOVICH, DDS JOHN J. DZAKOVICH, D.D.S.2016-08-29
0012014-07-01JOHN J. DZAKOVICH, DDS JOHN J. DZAKOVICH, D.D.S.2016-03-07
0012011-07-01JOHN J. DZAKOVICH, DDS
0012009-07-01JOHN J. DZAKOVICH, DDS

Plan Statistics for JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-013
Total number of active participants reported on line 7a of the Form 55002016-07-014
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-014
Number of participants with account balances2016-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-013
Total number of active participants reported on line 7a of the Form 55002015-07-013
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-013
Number of participants with account balances2015-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-012
Total number of active participants reported on line 7a of the Form 55002014-07-012
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-012
Number of participants with account balances2014-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2011: JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-013
Total number of active participants reported on line 7a of the Form 55002011-07-011
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-011
Number of participants with account balances2011-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-013
Total number of active participants reported on line 7a of the Form 55002009-07-013
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-013
Number of participants with account balances2009-07-013

Financial Data on JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017 : JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-06-30$361,722
Expenses. Total of all expenses incurred2017-06-30$9,016
Total plan assets at end of year2017-06-30$2,767,554
Total plan assets at beginning of year2017-06-30$2,414,848
Value of fidelity bond covering the plan2017-06-30$280,000
Total contributions received or receivable from participants2017-06-30$49,650
Other income received2017-06-30$300,891
Net income (gross income less expenses)2017-06-30$352,706
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,767,554
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$2,414,848
Assets. Value of participant loans2017-06-30$9,138
Total contributions received or receivable from employer(s)2017-06-30$11,181
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$9,016
2016 : JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-06-30$136,906
Total plan assets at end of year2016-06-30$2,414,848
Total plan assets at beginning of year2016-06-30$2,277,942
Value of fidelity bond covering the plan2016-06-30$275,000
Total contributions received or receivable from participants2016-06-30$61,250
Other income received2016-06-30$65,384
Net income (gross income less expenses)2016-06-30$136,906
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,414,848
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,277,942
Assets. Value of participant loans2016-06-30$16,539
Total contributions received or receivable from employer(s)2016-06-30$10,272
2015 : JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-06-30$136,848
Total plan assets at end of year2015-06-30$2,277,942
Total plan assets at beginning of year2015-06-30$2,141,094
Value of fidelity bond covering the plan2015-06-30$200,000
Total contributions received or receivable from participants2015-06-30$24,250
Other income received2015-06-30$77,598
Net income (gross income less expenses)2015-06-30$136,848
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,277,942
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,141,094
Assets. Value of participant loans2015-06-30$23,562
Total contributions received or receivable from employer(s)2015-06-30$35,000
2012 : JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-06-30$142,653
Expenses. Total of all expenses incurred2012-06-30$15,765
Benefits paid (including direct rollovers)2012-06-30$15,765
Total plan assets at end of year2012-06-30$1,596,148
Total plan assets at beginning of year2012-06-30$1,469,260
Value of fidelity bond covering the plan2012-06-30$150,000
Total contributions received or receivable from participants2012-06-30$22,500
Other income received2012-06-30$87,153
Net income (gross income less expenses)2012-06-30$126,888
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,596,148
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,469,260
Total contributions received or receivable from employer(s)2012-06-30$33,000
2011 : JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-06-30$447,600
Total income from all sources2011-06-30$170,564
Total plan assets at end of year2011-06-30$1,469,260
Total plan assets at beginning of year2011-06-30$851,096
Value of fidelity bond covering the plan2011-06-30$150,000
Other income received2011-06-30$150,564
Net income (gross income less expenses)2011-06-30$170,564
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,469,260
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$851,096
Total contributions received or receivable from employer(s)2011-06-30$20,000

Form 5500 Responses for JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST

2016: JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2011: JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: JOHN J. DZAKOVICH, DDS, LTD. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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