401k Plan data: ROBERT ACKERMAN DDS PA 401(K) PLAN plan

ROBERT ACKERMAN DDS PA 401(K) PLAN 401k Plan overview

Plan Name	ROBERT ACKERMAN DDS PA 401(K) PLAN
Plan identification number	002

ROBERT ACKERMAN DDS PA 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ROBERT ACKERMAN, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT ACKERMAN, D.D.S., P.A.

Employer identification number (EIN): 820499772

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT ACKERMAN DDS PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 ROBERT ACKERMAN 2019-10-08
002 2018-01-01

Plan Statistics for ROBERT ACKERMAN DDS PA 401(K) PLAN

401k plan membership statisitcs for ROBERT ACKERMAN DDS PA 401(K) PLAN

Measure Date Value
2022: ROBERT ACKERMAN DDS PA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROBERT ACKERMAN DDS PA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBERT ACKERMAN DDS PA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBERT ACKERMAN DDS PA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERT ACKERMAN DDS PA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: ROBERT ACKERMAN DDS PA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROBERT ACKERMAN DDS PA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBERT ACKERMAN DDS PA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBERT ACKERMAN DDS PA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERT ACKERMAN DDS PA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on ROBERT ACKERMAN DDS PA 401(K) PLAN

Measure	Date	Value
2022 : ROBERT ACKERMAN DDS PA 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$65,186
Expenses. Total of all expenses incurred	2022-12-31	$125
Total plan assets at end of year	2022-12-31	$544,730
Total plan assets at beginning of year	2022-12-31	$479,669
Value of fidelity bond covering the plan	2022-12-31	$50,000
Total contributions received or receivable from participants	2022-12-31	$83,058
Contributions received from other sources (not participants or employers)	2022-12-31	$64,769
Other income received	2022-12-31	$-102,803
Net income (gross income less expenses)	2022-12-31	$65,061
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$544,730
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$479,669
Total contributions received or receivable from employer(s)	2022-12-31	$20,162
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$125
2021 : ROBERT ACKERMAN DDS PA 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$150,639
Expenses. Total of all expenses incurred	2021-12-31	$120
Total plan assets at end of year	2021-12-31	$479,669
Total plan assets at beginning of year	2021-12-31	$329,150
Value of fidelity bond covering the plan	2021-12-31	$50,000
Total contributions received or receivable from participants	2021-12-31	$62,754
Contributions received from other sources (not participants or employers)	2021-12-31	$30,741
Other income received	2021-12-31	$38,664
Net income (gross income less expenses)	2021-12-31	$150,519
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$479,669
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$329,150
Total contributions received or receivable from employer(s)	2021-12-31	$18,480
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$120
2020 : ROBERT ACKERMAN DDS PA 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$129,326
Expenses. Total of all expenses incurred	2020-12-31	$120
Total plan assets at end of year	2020-12-31	$329,150
Total plan assets at beginning of year	2020-12-31	$199,944
Value of fidelity bond covering the plan	2020-12-31	$50,000
Total contributions received or receivable from participants	2020-12-31	$61,663
Contributions received from other sources (not participants or employers)	2020-12-31	$16,249
Other income received	2020-12-31	$36,919
Net income (gross income less expenses)	2020-12-31	$129,206
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$329,150
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$199,944
Total contributions received or receivable from employer(s)	2020-12-31	$14,495
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$120
2019 : ROBERT ACKERMAN DDS PA 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$125,520
Expenses. Total of all expenses incurred	2019-12-31	$120
Total plan assets at end of year	2019-12-31	$199,944
Total plan assets at beginning of year	2019-12-31	$74,544
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$57,275
Contributions received from other sources (not participants or employers)	2019-12-31	$34,256
Other income received	2019-12-31	$19,306
Net income (gross income less expenses)	2019-12-31	$125,400
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$199,944
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$74,544
Total contributions received or receivable from employer(s)	2019-12-31	$14,683
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$120
2018 : ROBERT ACKERMAN DDS PA 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$74,569
Expenses. Total of all expenses incurred	2018-12-31	$25
Total plan assets at end of year	2018-12-31	$74,544
Total plan assets at beginning of year	2018-12-31	$0
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$50,883
Contributions received from other sources (not participants or employers)	2018-12-31	$15,370
Other income received	2018-12-31	$-5,131
Net income (gross income less expenses)	2018-12-31	$74,544
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$74,544
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$13,447
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25

Form 5500 Responses for ROBERT ACKERMAN DDS PA 401(K) PLAN

2022: ROBERT ACKERMAN DDS PA 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT ACKERMAN DDS PA 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT ACKERMAN DDS PA 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT ACKERMAN DDS PA 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT ACKERMAN DDS PA 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT ACKERMAN, D.D.S., P.A.
Employer identification number (EIN):	820499772
NAIC Classification:	621210
NAIC Description:	Offices of Dentists