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EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C.
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

HERMAN SALZBERG, D.M.D.,S.C. has sponsored the creation of one or more 401k plans.

Company Name:HERMAN SALZBERG, D.M.D.,S.C.
Employer identification number (EIN):364455744
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01HERMAN SALZBERG2024-07-12
0022022-01-01HERMAN SALZBERG2023-07-28
0022021-01-01HERMAN SALZBERG2022-06-08
0022020-01-01HERMAN SALZBERG2021-05-11
0022019-01-01HERMAN SALZBERG2020-06-18
0022018-01-01HERMAN SALZBERG2019-04-12
0022017-01-01HERMAN SALZBERG2018-06-15 HERMAN SALZBERG2018-06-15
0022016-01-01HERMAN J. SALZBERG2017-04-03 HERMAN J. SALZBERG2017-04-03
0022015-01-01HERMAN J. SALZBERG2016-05-10 HERMAN J. SALZBERG2016-05-10
0022014-01-01HERMAN J. SALZBERG2015-05-26 HERMAN J. SALZBERG2015-05-26
0022013-01-01HERMAN SALZBERG2014-05-09 HERMAN SALZBERG2014-05-09
0022012-01-01HERMAN SALZBERG2013-05-28 HERMAN SALZBERG2013-05-28
0022011-01-01HERMAN SALZBERG
0022010-01-01HERMAN SALZBERG, D.M.D. HERMAN SALZBERG, D.M.D.2011-07-13
0022009-01-01HERMAN SALZBERG, D.M.D. HERMAN SALZBERG, D.M.D.2010-08-06
0022009-01-01HERMAN SALZBERG, D.M.D. HERMAN SALZBERG, D.M.D.2010-08-27

Financial Data on EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-290
Total liabilities as of the end of the plan year2025-05-290
Total liabilities as of the beginning of the plan year2025-05-290
Total expenses incurred by plan in this plan year2025-05-29177391
Net assets as of the end of the plan year2025-05-291405931
Total assets as of the beginning of the plan year2025-05-291268136
Participant contributions to plan in this plan year2025-05-2936213
Other expenses paid from plan in this plan year2025-05-290
Other contributions to plan in this plan year2025-05-290
Other income to plan in this plan year2025-05-29272604
Plan net income in this plan year2025-05-29137795
Net assets as of the end of the plan year2025-05-291405931
Net assets as of the beginning of the plan year2025-05-291268136
Employer contributions to plan in this plan year2025-05-296369
Fees paid to broker by Benefit Provider2025-05-2989
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2912
2024 : EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-120
Total liabilities as of the end of the plan year2024-07-120
Total liabilities as of the beginning of the plan year2024-07-120
Total expenses incurred by plan in this plan year2024-07-120
Net assets as of the end of the plan year2024-07-121268136
Total assets as of the beginning of the plan year2024-07-121114592
Participant contributions to plan in this plan year2024-07-1244234
Other expenses paid from plan in this plan year2024-07-120
Other contributions to plan in this plan year2024-07-120
Other income to plan in this plan year2024-07-12102595
Plan net income in this plan year2024-07-12153544
Net assets as of the end of the plan year2024-07-121268136
Net assets as of the beginning of the plan year2024-07-121114592
Employer contributions to plan in this plan year2024-07-126715
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-120
2022 : EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C. 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-080
Total liabilities as of the end of the plan year2022-06-080
Total liabilities as of the beginning of the plan year2022-06-080
Total expenses incurred by plan in this plan year2022-06-081394
Net assets as of the end of the plan year2022-06-081419457
Total assets as of the beginning of the plan year2022-06-081196388
Participant contributions to plan in this plan year2022-06-0842276
Other expenses paid from plan in this plan year2022-06-080
Other contributions to plan in this plan year2022-06-080
Other income to plan in this plan year2022-06-08176262
Plan net income in this plan year2022-06-08223069
Net assets as of the end of the plan year2022-06-081419457
Net assets as of the beginning of the plan year2022-06-081196388
Employer contributions to plan in this plan year2022-06-085925
Fees paid to broker by Benefit Provider2022-06-08262
2011 : EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C. 2011 401k financial data
Total income from all sources2011-12-31$16,705
Total plan assets at end of year2011-12-31$531,071
Total plan assets at beginning of year2011-12-31$514,366
Value of fidelity bond covering the plan2011-12-31$70,000
Total contributions received or receivable from participants2011-12-31$28,899
Other income received2011-12-31$-18,658
Net income (gross income less expenses)2011-12-31$16,705
Net plan assets at end of year (total assets less liabilities)2011-12-31$531,071
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$514,366
Total contributions received or receivable from employer(s)2011-12-31$6,464
2010 : EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C. 2010 401k financial data
Total income from all sources2010-12-31$63,481
Total plan assets at end of year2010-12-31$514,366
Total plan assets at beginning of year2010-12-31$450,885
Value of fidelity bond covering the plan2010-12-31$70,000
Total contributions received or receivable from participants2010-12-31$29,015
Other income received2010-12-31$28,068
Net income (gross income less expenses)2010-12-31$63,481
Net plan assets at end of year (total assets less liabilities)2010-12-31$514,366
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$450,885
Total contributions received or receivable from employer(s)2010-12-31$6,398

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C.

2011: EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C. 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
2010: EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFIT PLAN OF HERMAN SALZBERG, D.M.D.,S.C. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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