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 |
|---|
| 2013: ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2013 401k membership |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 2013 : ROY W. STEINBOCK, D.D.S., P.C. - PROFIT SHARING TR 2013 401k financial data |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|
| 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 |
|
| 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 |
|
| 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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