ROY W. STEINBOCK, D.D.S., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR
401k plan membership statisitcs for ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR
Measure | Date | Value |
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2013: ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 1 |
Number of participants with account balances | 2013-01-01 | 1 |
2012: ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 1 |
2011: ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 1 |
Number of participants with account balances | 2011-01-01 | 1 |
2009: ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
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 | 3 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Measure | Date | Value |
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2013 : ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $66,326 |
Expenses. Total of all expenses incurred | 2013-12-31 | $65,952 |
Benefits paid (including direct rollovers) | 2013-12-31 | $64,000 |
Total plan assets at end of year | 2013-12-31 | $1,156,713 |
Total plan assets at beginning of year | 2013-12-31 | $1,156,339 |
Value of fidelity bond covering the plan | 2013-12-31 | $140,000 |
Other income received | 2013-12-31 | $66,326 |
Net income (gross income less expenses) | 2013-12-31 | $374 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,156,713 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,156,339 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,952 |
2012 : ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $81,914 |
Expenses. Total of all expenses incurred | 2012-12-31 | $66,334 |
Benefits paid (including direct rollovers) | 2012-12-31 | $65,508 |
Total plan assets at end of year | 2012-12-31 | $1,156,339 |
Total plan assets at beginning of year | 2012-12-31 | $1,140,759 |
Value of fidelity bond covering the plan | 2012-12-31 | $140,000 |
Other income received | 2012-12-31 | $81,914 |
Net income (gross income less expenses) | 2012-12-31 | $15,580 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,156,339 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,140,759 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $826 |
2011 : ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $35,197 |
Expenses. Total of all expenses incurred | 2011-12-31 | $62,452 |
Benefits paid (including direct rollovers) | 2011-12-31 | $62,377 |
Total plan assets at end of year | 2011-12-31 | $1,140,759 |
Total plan assets at beginning of year | 2011-12-31 | $1,168,014 |
Value of fidelity bond covering the plan | 2011-12-31 | $140,000 |
Other income received | 2011-12-31 | $35,197 |
Net income (gross income less expenses) | 2011-12-31 | $-27,255 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,140,759 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,168,014 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $75 |
2010 : ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $79,701 |
Expenses. Total of all expenses incurred | 2010-12-31 | $8,175 |
Total plan assets at end of year | 2010-12-31 | $1,168,014 |
Total plan assets at beginning of year | 2010-12-31 | $1,096,488 |
Value of fidelity bond covering the plan | 2010-12-31 | $140,000 |
Other income received | 2010-12-31 | $79,701 |
Net income (gross income less expenses) | 2010-12-31 | $71,526 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,168,014 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,096,488 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $8,075 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $100 |
2013: ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
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: ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 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 | Yes |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
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: ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 12776 |
Policy instance | 1 |
Insurance contract or identification number | 12776 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | VICTOR R. STERN |
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 12776 |
Policy instance | 1 |
Insurance contract or identification number | 12776 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | VICTOR R. STERN |
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 12776 |
Policy instance | 1 |
Insurance contract or identification number | 12776 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 12776 |
Policy instance | 1 |
Insurance contract or identification number | 12776 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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