401k Plan data: LEONARD PACKTOR PROFIT-SHARING PLAN plan

LEONARD PACKTOR PROFIT-SHARING PLAN 401k Plan overview

Plan Name	LEONARD PACKTOR PROFIT-SHARING PLAN
Plan identification number	002

LEONARD PACKTOR PROFIT-SHARING PLAN Benefits

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

401k Sponsoring company profile

LEONARD PACKTOR has sponsored the creation of one or more 401k plans.

Company Name: LEONARD PACKTOR

Employer identification number (EIN): 581536856

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEONARD PACKTOR PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01
002 2015-01-01
002 2014-01-01 LEONARD PACKTOR
002 2013-01-01 LEONARD PACKTOR
002 2012-01-01 LEONARD PACKTOR
002 2011-01-01 LEONARD PACKTOR LEONARD PACKTOR 2012-10-09
002 2009-01-01 LEONARD PACKTOR LEONARD PACKTOR 2012-06-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01
002	2015-01-01
002	2014-01-01	LEONARD PACKTOR
002	2013-01-01	LEONARD PACKTOR
002	2012-01-01	LEONARD PACKTOR
002	2011-01-01	LEONARD PACKTOR	LEONARD PACKTOR	2012-10-09
002	2009-01-01	LEONARD PACKTOR	LEONARD PACKTOR	2012-06-14

Plan Statistics for LEONARD PACKTOR PROFIT-SHARING PLAN

401k plan membership statisitcs for LEONARD PACKTOR PROFIT-SHARING PLAN

Measure Date Value
2014: LEONARD PACKTOR PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LEONARD PACKTOR PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LEONARD PACKTOR PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LEONARD PACKTOR PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LEONARD PACKTOR PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 0
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2014: LEONARD PACKTOR PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LEONARD PACKTOR PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LEONARD PACKTOR PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LEONARD PACKTOR PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LEONARD PACKTOR PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	0
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on LEONARD PACKTOR PROFIT-SHARING PLAN

Measure	Date	Value
2014 : LEONARD PACKTOR PROFIT-SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-1,966,968
Total income from all sources	2014-12-31	$74,998
Expenses. Total of all expenses incurred	2014-12-31	$889
Benefits paid (including direct rollovers)	2014-12-31	$839
Total plan assets at end of year	2014-12-31	$302,273
Total plan assets at beginning of year	2014-12-31	$2,195,132
Expenses. Other expenses not covered elsewhere	2014-12-31	$50
Other income received	2014-12-31	$74,998
Net income (gross income less expenses)	2014-12-31	$74,109
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$302,273
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,195,132
2013 : LEONARD PACKTOR PROFIT-SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$456,921
Expenses. Total of all expenses incurred	2013-12-31	$875
Benefits paid (including direct rollovers)	2013-12-31	$849
Total plan assets at end of year	2013-12-31	$2,195,132
Total plan assets at beginning of year	2013-12-31	$1,739,086
Expenses. Other expenses not covered elsewhere	2013-12-31	$26
Other income received	2013-12-31	$397,674
Net income (gross income less expenses)	2013-12-31	$456,046
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,195,132
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,739,086
Total contributions received or receivable from employer(s)	2013-12-31	$59,247
2012 : LEONARD PACKTOR PROFIT-SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$170,316
Expenses. Total of all expenses incurred	2012-12-31	$884
Benefits paid (including direct rollovers)	2012-12-31	$859
Total plan assets at end of year	2012-12-31	$1,739,086
Total plan assets at beginning of year	2012-12-31	$1,569,654
Value of fidelity bond covering the plan	2012-12-31	$90,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$25
Other income received	2012-12-31	$110,703
Net income (gross income less expenses)	2012-12-31	$169,432
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,739,086
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,569,654
Total contributions received or receivable from employer(s)	2012-12-31	$59,613
2011 : LEONARD PACKTOR PROFIT-SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$138,275
Expenses. Total of all expenses incurred	2011-12-31	$941
Benefits paid (including direct rollovers)	2011-12-31	$867
Total plan assets at end of year	2011-12-31	$1,569,654
Total plan assets at beginning of year	2011-12-31	$1,432,320
Expenses. Other expenses not covered elsewhere	2011-12-31	$74
Other income received	2011-12-31	$64,220
Net income (gross income less expenses)	2011-12-31	$137,334
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,569,654
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,432,320
Total contributions received or receivable from employer(s)	2011-12-31	$74,055
2010 : LEONARD PACKTOR PROFIT-SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$190,752
Total plan assets at end of year	2010-12-31	$1,432,320
Total plan assets at beginning of year	2010-12-31	$1,241,568
Other income received	2010-12-31	$164,732
Net income (gross income less expenses)	2010-12-31	$190,752
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,432,320
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,241,568
Total contributions received or receivable from employer(s)	2010-12-31	$26,020

Form 5500 Responses for LEONARD PACKTOR PROFIT-SHARING PLAN

2014: LEONARD PACKTOR PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEONARD PACKTOR PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEONARD PACKTOR PROFIT-SHARING PLAN 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEONARD PACKTOR PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LEONARD PACKTOR PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEONARD PACKTOR
Employer identification number (EIN):	581536856
NAIC Classification:	621210
NAIC Description:	Offices of Dentists