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| Plan Name | DR. DAVID FRITZ, DDS, P.C. 401(K) SAFE HARBOR PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DR. DAVID FRITZ, DDS, P.C. |
| Employer identification number (EIN): | 431952887 |
| 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 |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | HEIDI HUNTER | 2020-07-14 | ||
| 001 | 2018-01-01 | HEIDI HUNTER | 2019-06-12 | ||
| 001 | 2017-01-01 | HEIDI HUNTER | 2018-06-14 | ||
| 001 | 2016-01-01 | HEIDI HUNTER | 2017-05-30 | ||
| 001 | 2015-01-01 | DAVID FRITZ | 2016-07-26 | ||
| 001 | 2014-01-01 | DAVID FRITZ | 2015-10-06 | ||
| 001 | 2013-01-01 | DAVID FRITZ | 2014-05-01 | ||
| 001 | 2012-01-01 | DAVID FRITZ | 2013-04-08 | DAVID FRITZ | 2013-04-08 |
| 001 | 2011-01-01 | DAVID FRITZ | 2012-03-30 | ||
| 001 | 2010-01-01 | DAVID FRITZ | 2011-07-19 |
| Measure | Date | Value |
|---|---|---|
| 2022: DR. DAVID FRITZ, DDS, P.C. 401(K) SAFE HARBOR PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-07-05 | 8 |
| Total number of particpants at end of year | 2022-07-05 | 8 |
| Number of Participants With Account Balances | 2022-07-05 | 8 |
| Measure | Date | Value |
|---|---|---|
| 2022 : DR. DAVID FRITZ, DDS, P.C. 401(K) SAFE HARBOR PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-05 | 0 |
| Net assets as of the end of the plan year | 2022-07-05 | 2177389 |
| Total assets as of the beginning of the plan year | 2022-07-05 | 1772391 |
| Value of plan covered by a fidelity bond | 2022-07-05 | 155000 |
| Participant contributions to plan in this plan year | 2022-07-05 | 75886 |
| Other contributions to plan in this plan year | 2022-07-05 | 58050 |
| Other income to plan in this plan year | 2022-07-05 | 243599 |
| Plan net income in this plan year | 2022-07-05 | 404998 |
| Net assets as of the end of the plan year | 2022-07-05 | 2177389 |
| Net assets as of the beginning of the plan year | 2022-07-05 | 1772391 |
| Employer contributions to plan in this plan year | 2022-07-05 | 27463 |
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