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Plan Name | DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DAVID L. ROTHMAN, D.D.S., P.C. |
Employer identification number (EIN): | 943327318 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about DAVID L. ROTHMAN, D.D.S., P.C.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1999-04-01 |
Company Identification Number: | C2074933 |
Legal Registered Office Address: |
2301 Ocean Ave San Francisco United States of America (USA) 94127 |
More information about DAVID L. ROTHMAN, D.D.S., P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-10-01 | ||||
001 | 2020-10-01 | ||||
001 | 2019-10-01 | ||||
001 | 2018-10-01 | MARGARET E. BARBIERI | 2020-07-13 | ||
001 | 2017-10-01 | DAVID L. ROTHMAN | 2019-05-08 | ||
001 | 2016-10-01 | ||||
001 | 2015-10-01 | ||||
001 | 2014-10-01 | ||||
001 | 2013-10-01 | DAVID L. ROTHMAN | |||
001 | 2012-10-01 | RAY SHOJINAGA | |||
001 | 2011-10-01 | DAVID L. ROTHMAN, DDS | DAVID L. ROTHMAN, DDS | 2013-02-18 | |
001 | 2010-10-01 | DAVID L. ROTHMAN, DDS | DAVID L. ROTHMAN, DDS | 2012-05-23 | |
001 | 2009-10-01 | DAVID L. ROTHMAN, DDS | DAVID L. ROTHMAN, DDS | 2011-06-30 | |
001 | 2008-10-01 | DAVID L. ROTHMAN, D.D.S. | DAVID L. ROTHMAN, D.D.S. | 2011-06-30 |
Measure | Date | Value |
---|---|---|
2018: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-10-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 1 |
Total of all active and inactive participants | 2018-10-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 8 |
Number of participants with account balances | 2018-10-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
2017: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-10-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
Total of all active and inactive participants | 2017-10-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 8 |
Number of participants with account balances | 2017-10-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
2016: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-10-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
Total of all active and inactive participants | 2016-10-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 8 |
Number of participants with account balances | 2016-10-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
2015: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
Total of all active and inactive participants | 2015-10-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 8 |
Number of participants with account balances | 2015-10-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
2014: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
Total of all active and inactive participants | 2014-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 7 |
Number of participants with account balances | 2014-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 0 |
Total of all active and inactive participants | 2013-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 7 |
Number of participants with account balances | 2013-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 1 |
Total of all active and inactive participants | 2012-10-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 8 |
Number of participants with account balances | 2012-10-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-10-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
Total of all active and inactive participants | 2011-10-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 8 |
Number of participants with account balances | 2011-10-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2010: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-10-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 1 |
Total of all active and inactive participants | 2010-10-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
Total participants | 2010-10-01 | 9 |
Number of participants with account balances | 2010-10-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
2009: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-10-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 1 |
Total of all active and inactive participants | 2009-10-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 9 |
Number of participants with account balances | 2009-10-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
2008: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-10-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2008-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-10-01 | 3 |
Total of all active and inactive participants | 2008-10-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-10-01 | 0 |
Total participants | 2008-10-01 | 11 |
Number of participants with account balances | 2008-10-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-10-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-09-30 | $0 |
Total plan liabilities at end of year | 2019-09-30 | $0 |
Total plan liabilities at beginning of year | 2019-09-30 | $0 |
Total income from all sources | 2019-09-30 | $112,420 |
Expenses. Total of all expenses incurred | 2019-09-30 | $46,627 |
Benefits paid (including direct rollovers) | 2019-09-30 | $45,932 |
Total plan assets at end of year | 2019-09-30 | $2,510,599 |
Total plan assets at beginning of year | 2019-09-30 | $2,444,806 |
Value of fidelity bond covering the plan | 2019-09-30 | $100,000 |
Total contributions received or receivable from participants | 2019-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-09-30 | $0 |
Other income received | 2019-09-30 | $-10,109 |
Noncash contributions received | 2019-09-30 | $0 |
Net income (gross income less expenses) | 2019-09-30 | $65,793 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $2,510,599 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $2,444,806 |
Total contributions received or receivable from employer(s) | 2019-09-30 | $122,529 |
Value of certain deemed distributions of participant loans | 2019-09-30 | $0 |
Value of corrective distributions | 2019-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $695 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
2017 : DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-09-30 | $0 |
Total plan liabilities at beginning of year | 2017-09-30 | $0 |
Total income from all sources | 2017-09-30 | $356,505 |
Expenses. Total of all expenses incurred | 2017-09-30 | $0 |
Benefits paid (including direct rollovers) | 2017-09-30 | $0 |
Total plan assets at end of year | 2017-09-30 | $2,148,961 |
Total plan assets at beginning of year | 2017-09-30 | $1,792,456 |
Value of fidelity bond covering the plan | 2017-09-30 | $200,000 |
Total contributions received or receivable from participants | 2017-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-09-30 | $0 |
Other income received | 2017-09-30 | $238,505 |
Noncash contributions received | 2017-09-30 | $0 |
Net income (gross income less expenses) | 2017-09-30 | $356,505 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $2,148,961 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $1,792,456 |
Assets. Value of participant loans | 2017-09-30 | $27,701 |
Total contributions received or receivable from employer(s) | 2017-09-30 | $118,000 |
Value of certain deemed distributions of participant loans | 2017-09-30 | $0 |
Value of corrective distributions | 2017-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $0 |
2016 : DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-09-30 | $0 |
Total income from all sources | 2016-09-30 | $271,814 |
Expenses. Total of all expenses incurred | 2016-09-30 | $20 |
Benefits paid (including direct rollovers) | 2016-09-30 | $0 |
Total plan assets at end of year | 2016-09-30 | $1,792,456 |
Total plan assets at beginning of year | 2016-09-30 | $1,520,662 |
Value of fidelity bond covering the plan | 2016-09-30 | $200,000 |
Total contributions received or receivable from participants | 2016-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2016-09-30 | $0 |
Other income received | 2016-09-30 | $150,814 |
Noncash contributions received | 2016-09-30 | $0 |
Net income (gross income less expenses) | 2016-09-30 | $271,794 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $1,792,456 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,520,662 |
Assets. Value of participant loans | 2016-09-30 | $29,172 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $121,000 |
Value of certain deemed distributions of participant loans | 2016-09-30 | $0 |
Value of corrective distributions | 2016-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $20 |
2015 : DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-09-30 | $212,150 |
Expenses. Total of all expenses incurred | 2015-09-30 | $0 |
Benefits paid (including direct rollovers) | 2015-09-30 | $0 |
Total plan assets at end of year | 2015-09-30 | $1,520,662 |
Total plan assets at beginning of year | 2015-09-30 | $1,308,512 |
Value of fidelity bond covering the plan | 2015-09-30 | $200,000 |
Total contributions received or receivable from participants | 2015-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-09-30 | $0 |
Other income received | 2015-09-30 | $59,150 |
Noncash contributions received | 2015-09-30 | $0 |
Net income (gross income less expenses) | 2015-09-30 | $212,150 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,520,662 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,308,512 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $153,000 |
Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
Value of corrective distributions | 2015-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $0 |
2014 : DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-09-30 | $72,719 |
Expenses. Total of all expenses incurred | 2014-09-30 | $62,614 |
Benefits paid (including direct rollovers) | 2014-09-30 | $62,614 |
Total plan assets at end of year | 2014-09-30 | $1,308,512 |
Total plan assets at beginning of year | 2014-09-30 | $1,298,407 |
Value of fidelity bond covering the plan | 2014-09-30 | $200,000 |
Total contributions received or receivable from participants | 2014-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-09-30 | $0 |
Other income received | 2014-09-30 | $-48,281 |
Noncash contributions received | 2014-09-30 | $0 |
Net income (gross income less expenses) | 2014-09-30 | $10,105 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $1,308,512 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $1,298,407 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $121,000 |
Value of certain deemed distributions of participant loans | 2014-09-30 | $0 |
Value of corrective distributions | 2014-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
2013 : DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k financial data | ||
Total plan liabilities at beginning of year | 2013-09-30 | $0 |
Total income from all sources | 2013-09-30 | $176,850 |
Expenses. Total of all expenses incurred | 2013-09-30 | $0 |
Benefits paid (including direct rollovers) | 2013-09-30 | $0 |
Total plan assets at end of year | 2013-09-30 | $1,298,407 |
Total plan assets at beginning of year | 2013-09-30 | $1,121,557 |
Value of fidelity bond covering the plan | 2013-09-30 | $100,000 |
Total contributions received or receivable from participants | 2013-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2013-09-30 | $0 |
Other income received | 2013-09-30 | $61,850 |
Net income (gross income less expenses) | 2013-09-30 | $176,850 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $1,298,407 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,121,557 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $115,000 |
Value of certain deemed distributions of participant loans | 2013-09-30 | $0 |
Value of corrective distributions | 2013-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $0 |
2012 : DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-09-30 | $0 |
Total plan liabilities at end of year | 2012-09-30 | $0 |
Total plan liabilities at beginning of year | 2012-09-30 | $0 |
Total income from all sources | 2012-09-30 | $253,796 |
Expenses. Total of all expenses incurred | 2012-09-30 | $9,480 |
Benefits paid (including direct rollovers) | 2012-09-30 | $9,480 |
Total plan assets at end of year | 2012-09-30 | $1,121,557 |
Total plan assets at beginning of year | 2012-09-30 | $877,241 |
Value of fidelity bond covering the plan | 2012-09-30 | $100,000 |
Total contributions received or receivable from participants | 2012-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2012-09-30 | $0 |
Other income received | 2012-09-30 | $84,338 |
Noncash contributions received | 2012-09-30 | $0 |
Net income (gross income less expenses) | 2012-09-30 | $244,316 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,121,557 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $877,241 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $169,458 |
Value of certain deemed distributions of participant loans | 2012-09-30 | $0 |
Value of corrective distributions | 2012-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $0 |
2011 : DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-09-30 | $0 |
Total plan liabilities at end of year | 2011-09-30 | $0 |
Total plan liabilities at beginning of year | 2011-09-30 | $1,565 |
Total income from all sources | 2011-09-30 | $88,205 |
Expenses. Total of all expenses incurred | 2011-09-30 | $29 |
Benefits paid (including direct rollovers) | 2011-09-30 | $0 |
Total plan assets at end of year | 2011-09-30 | $877,241 |
Total plan assets at beginning of year | 2011-09-30 | $790,630 |
Value of fidelity bond covering the plan | 2011-09-30 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2011-09-30 | $0 |
Other income received | 2011-09-30 | $13,205 |
Net income (gross income less expenses) | 2011-09-30 | $88,176 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $877,241 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $789,065 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $75,000 |
Value of certain deemed distributions of participant loans | 2011-09-30 | $0 |
Value of corrective distributions | 2011-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $29 |
2008 : DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2008 401k financial data | ||
Transfers to/from the plan | 2008-09-30 | $0 |
Total plan liabilities at end of year | 2008-09-30 | $0 |
Total plan liabilities at beginning of year | 2008-09-30 | $0 |
Total income from all sources | 2008-09-30 | $121,968 |
Expenses. Total of all expenses incurred | 2008-09-30 | $0 |
Benefits paid (including direct rollovers) | 2008-09-30 | $0 |
Total plan assets at end of year | 2008-09-30 | $696,185 |
Total plan assets at beginning of year | 2008-09-30 | $574,217 |
Value of fidelity bond covering the plan | 2008-09-30 | $75,000 |
Total contributions received or receivable from participants | 2008-09-30 | $0 |
Contributions received from other sources (not participants or employers) | 2008-09-30 | $0 |
Other income received | 2008-09-30 | $19,968 |
Noncash contributions received | 2008-09-30 | $0 |
Net income (gross income less expenses) | 2008-09-30 | $121,968 |
Net plan assets at end of year (total assets less liabilities) | 2008-09-30 | $696,185 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-09-30 | $574,217 |
Total contributions received or receivable from employer(s) | 2008-09-30 | $102,000 |
Value of certain deemed distributions of participant loans | 2008-09-30 | $0 |
Value of corrective distributions | 2008-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-09-30 | $0 |
2018: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2018 form 5500 responses | ||
---|---|---|
2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | No |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2010: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-10-01 | Type of plan entity | Single employer plan |
2010-10-01 | Submission has been amended | No |
2010-10-01 | This submission is the final filing | No |
2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-10-01 | Plan is a collectively bargained plan | No |
2010-10-01 | Plan funding arrangement – Trust | Yes |
2010-10-01 | Plan benefit arrangement - Trust | Yes |
2009: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
2008: DAVID L. ROTHMAN, D.D.S., P.C. PROFIT SHARING PLAN 2008 form 5500 responses | ||
2008-10-01 | Type of plan entity | Single employer plan |
2008-10-01 | Submission has been amended | Yes |
2008-10-01 | This submission is the final filing | No |
2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-10-01 | Plan is a collectively bargained plan | No |
2008-10-01 | Plan funding arrangement – Trust | Yes |
2008-10-01 | Plan benefit arrangement - Trust | Yes |