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| Plan Name | JAMES M. ESSELMAN, DDS PROFIT SHARING PLAN & TRUST |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES M. ESSELMAN, DDS |
| Employer identification number (EIN): | 391277486 |
| 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 |
|---|---|---|---|---|---|
| 002 | 2021-01-01 | JAMES M. ESSELMAN DDS | 2022-05-31 | ||
| 002 | 2020-01-01 | JAMES M. ESSELMAN DDS | 2021-10-06 | ||
| 002 | 2019-01-01 | JAMES M. ESSELMAN DDS | 2020-10-07 | ||
| 002 | 2018-01-01 | JAMES M. ESSELMAN DDS | 2019-07-30 | ||
| 002 | 2017-01-01 | JAMES M. ESSELMAN DDS | 2018-08-08 | ||
| 002 | 2017-01-01 | JAMES M. ESSELMAN DDS | 2018-10-25 | ||
| 002 | 2016-01-01 | JAMES M. ESSELMAN DDS | 2017-08-29 | ||
| 002 | 2013-01-01 | JAMES M. ESSELMAN DDS | 2014-09-10 | ||
| 002 | 2012-01-01 | JAMES M. ESSELMAN DDS | 2013-10-01 | ||
| 002 | 2011-01-01 | JAMES M. ESSELMAN DDS | 2012-09-14 |
| Measure | Date | Value |
|---|---|---|
| 2022: JAMES M. ESSELMAN, DDS PROFIT SHARING PLAN & TRUST 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-05-31 | 1 |
| Total number of particpants at end of year | 2022-05-31 | 0 |
| Number of Participants With Account Balances | 2022-05-31 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JAMES M. ESSELMAN, DDS PROFIT SHARING PLAN & TRUST 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-05-31 | 38621 |
| Net assets as of the end of the plan year | 2022-05-31 | 0 |
| Total assets as of the beginning of the plan year | 2022-05-31 | 38313 |
| Value of plan covered by a fidelity bond | 2022-05-31 | 150000 |
| Other income to plan in this plan year | 2022-05-31 | 308 |
| Plan net income in this plan year | 2022-05-31 | -38313 |
| Net assets as of the end of the plan year | 2022-05-31 | 0 |
| Net assets as of the beginning of the plan year | 2022-05-31 | 38313 |
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