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JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES R. GATZ, D.D.S., PROFIT SHARING PLAN
Plan identification number 001

JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JAMES R. GATZ, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. GATZ, D.D.S.
Employer identification number (EIN):840920374
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01JAMES R. GATZ
0012016-01-01JAMES R. GATZ
0012015-01-01JAMES R. GATZ
0012014-01-01JAMES R. GATZ
0012013-01-01JAMES R. GATZ
0012012-01-01JAMES R. GATZ
0012011-01-01JAMES R GATZ
0012010-01-01JAMES R GATZ
0012009-01-01JAMES R GATZ

Financial Data on JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN

Measure Date Value
2017 : JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$30,068
Expenses. Total of all expenses incurred2017-12-31$469,170
Benefits paid (including direct rollovers)2017-12-31$469,070
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$439,102
Other income received2017-12-31$30,068
Net income (gross income less expenses)2017-12-31$-439,102
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$439,102
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$100
2016 : JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$38,587
Expenses. Total of all expenses incurred2016-12-31$100
Total plan assets at end of year2016-12-31$439,102
Total plan assets at beginning of year2016-12-31$400,615
Value of fidelity bond covering the plan2016-12-31$35,000
Other income received2016-12-31$38,587
Net income (gross income less expenses)2016-12-31$38,487
Net plan assets at end of year (total assets less liabilities)2016-12-31$439,102
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$400,615
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$100
2015 : JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-33,686
Total plan assets at end of year2015-12-31$400,615
Total plan assets at beginning of year2015-12-31$434,301
Value of fidelity bond covering the plan2015-12-31$35,000
Other income received2015-12-31$-33,686
Net income (gross income less expenses)2015-12-31$-33,686
Net plan assets at end of year (total assets less liabilities)2015-12-31$400,615
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$434,301
2014 : JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$19,033
Expenses. Total of all expenses incurred2014-12-31$63,219
Benefits paid (including direct rollovers)2014-12-31$63,219
Total plan assets at end of year2014-12-31$434,301
Total plan assets at beginning of year2014-12-31$478,487
Value of fidelity bond covering the plan2014-12-31$35,000
Other income received2014-12-31$19,033
Net income (gross income less expenses)2014-12-31$-44,186
Net plan assets at end of year (total assets less liabilities)2014-12-31$434,301
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$478,487
2013 : JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$38,918
Expenses. Total of all expenses incurred2013-12-31$100
Total plan assets at end of year2013-12-31$478,487
Total plan assets at beginning of year2013-12-31$439,669
Value of fidelity bond covering the plan2013-12-31$35,000
Other income received2013-12-31$38,918
Net income (gross income less expenses)2013-12-31$38,818
Net plan assets at end of year (total assets less liabilities)2013-12-31$478,487
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$439,669
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$100
2012 : JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$36,155
Expenses. Total of all expenses incurred2012-12-31$100
Total plan assets at end of year2012-12-31$439,669
Total plan assets at beginning of year2012-12-31$403,614
Value of fidelity bond covering the plan2012-12-31$35,000
Expenses. Other expenses not covered elsewhere2012-12-31$100
Other income received2012-12-31$36,155
Net income (gross income less expenses)2012-12-31$36,055
Net plan assets at end of year (total assets less liabilities)2012-12-31$439,669
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$403,614
2011 : JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$5,864
Expenses. Total of all expenses incurred2011-12-31$100
Total plan assets at end of year2011-12-31$403,614
Total plan assets at beginning of year2011-12-31$397,850
Value of fidelity bond covering the plan2011-12-31$35,000
Expenses. Other expenses not covered elsewhere2011-12-31$100
Other income received2011-12-31$5,864
Net income (gross income less expenses)2011-12-31$5,764
Net plan assets at end of year (total assets less liabilities)2011-12-31$403,614
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$397,850
2010 : JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$43,706
Expenses. Total of all expenses incurred2010-12-31$100
Total plan assets at end of year2010-12-31$397,850
Total plan assets at beginning of year2010-12-31$354,244
Value of fidelity bond covering the plan2010-12-31$35,000
Expenses. Other expenses not covered elsewhere2010-12-31$100
Other income received2010-12-31$43,706
Net income (gross income less expenses)2010-12-31$43,606
Net plan assets at end of year (total assets less liabilities)2010-12-31$397,850
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$354,244

Form 5500 Responses for JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN

2017: JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 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: JAMES R. GATZ, D.D.S., PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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