STUART G MERLE & ALAN ZICHERMA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST
Measure | Date | Value |
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2014: STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 36 |
Number of participants with account balances | 2014-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 37 |
Number of participants with account balances | 2013-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 32 |
Number of participants with account balances | 2012-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 32 |
Number of participants with account balances | 2011-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 7 |
Total of all active and inactive participants | 2010-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 28 |
Number of participants with account balances | 2010-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 28 |
Number of participants with account balances | 2009-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2014 : STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $414,633 |
Expenses. Total of all expenses incurred | 2014-12-31 | $42,749 |
Benefits paid (including direct rollovers) | 2014-12-31 | $41,739 |
Total plan assets at end of year | 2014-12-31 | $4,781,643 |
Total plan assets at beginning of year | 2014-12-31 | $4,409,759 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $150,591 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $130 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $159,747 |
Net income (gross income less expenses) | 2014-12-31 | $371,884 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,781,643 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,409,759 |
Assets. Value of participant loans | 2014-12-31 | $50,580 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $104,295 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $880 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $1,048,751 |
Expenses. Total of all expenses incurred | 2013-12-31 | $93,951 |
Benefits paid (including direct rollovers) | 2013-12-31 | $58,915 |
Total plan assets at end of year | 2013-12-31 | $4,409,759 |
Total plan assets at beginning of year | 2013-12-31 | $3,454,959 |
Value of fidelity bond covering the plan | 2013-12-31 | $450,000 |
Total contributions received or receivable from participants | 2013-12-31 | $147,208 |
Other income received | 2013-12-31 | $797,838 |
Net income (gross income less expenses) | 2013-12-31 | $954,800 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,409,759 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,454,959 |
Assets. Value of participant loans | 2013-12-31 | $50,907 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $103,705 |
Value of corrective distributions | 2013-12-31 | $16,402 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $18,634 |
2012 : STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $690,318 |
Expenses. Total of all expenses incurred | 2012-12-31 | $31,168 |
Benefits paid (including direct rollovers) | 2012-12-31 | $13,289 |
Total plan assets at end of year | 2012-12-31 | $3,454,959 |
Total plan assets at beginning of year | 2012-12-31 | $2,795,809 |
Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
Total contributions received or receivable from participants | 2012-12-31 | $130,559 |
Other income received | 2012-12-31 | $387,510 |
Net income (gross income less expenses) | 2012-12-31 | $659,150 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,454,959 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,795,809 |
Assets. Value of participant loans | 2012-12-31 | $5,754 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $172,249 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $17,879 |
2011 : STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $289,000 |
Expenses. Total of all expenses incurred | 2011-12-31 | $38,103 |
Benefits paid (including direct rollovers) | 2011-12-31 | $20,568 |
Total plan assets at end of year | 2011-12-31 | $2,795,809 |
Total plan assets at beginning of year | 2011-12-31 | $2,544,912 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Total contributions received or receivable from participants | 2011-12-31 | $148,560 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $1,195 |
Other income received | 2011-12-31 | $-38,540 |
Net income (gross income less expenses) | 2011-12-31 | $250,897 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,795,809 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,544,912 |
Assets. Value of participant loans | 2011-12-31 | $11,961 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $177,785 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $17,535 |
2010 : STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $588,237 |
Expenses. Total of all expenses incurred | 2010-12-31 | $48,491 |
Benefits paid (including direct rollovers) | 2010-12-31 | $48,491 |
Total plan assets at end of year | 2010-12-31 | $2,544,912 |
Total plan assets at beginning of year | 2010-12-31 | $2,005,166 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $131,994 |
Other income received | 2010-12-31 | $265,253 |
Net income (gross income less expenses) | 2010-12-31 | $539,746 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,544,912 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,005,166 |
Assets. Value of participant loans | 2010-12-31 | $13,529 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $190,990 |
2014: STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: STUART G MERLE, DMD ALAN R. 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |