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401k Sponsoring company profile

JOSEPH A. HOLTZ, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH A. HOLTZ, D.D.S.
Employer identification number (EIN):953451782
NAIC Classification:621210
NAIC Description:Offices of Dentists

The following addresses have been detected on the 401k submissions:

USA Location Address
726 EAST GRAND AVENUE
ESCONDIDO
CA
92025
Date first seen: 2007-06-01
Date last seen: 2023-12-31

Plan Sponsor Events

JOSEPH A. HOLTZ, D.D.S. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
003JOSEPH A. HOLTZ, D.D.S. 401(K) PROFIT SHARING PLA2013-01-01 2009-01-01
001JOSEPH A. HOLTZ, D.D.S. RETIREMENT PLAN2013-01-01 2002-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2014-03-19Employer Contributions $ 32,354
2014-03-19Employee Contributions $ 32,354
2013-12-20Employer Contributions $ 40,000
2013-12-20Employee Contributions $ 40,000
2013-11-15Employer Contributions $ 25,000
2013-11-15Employee Contributions $ 25,000
2013-07-30Employer Contributions $ 123,363
2013-07-30Employee Contributions $ 123,363
2012-09-26Employer Contributions $ 50,000
2012-09-26Employee Contributions $ 50,000
2012-06-08Employer Contributions $ 55,000
2012-06-08Employee Contributions $ 55,000
2011-12-06Employer Contributions $ 15,000
2011-12-06Employee Contributions $ 15,000
2011-11-21Employer Contributions $ 15,000
2011-11-21Employee Contributions $ 15,000
2011-05-25Employer Contributions $ 20,000
2011-05-25Employee Contributions $ 20,000
2010-08-23Employer Contributions $ 12,000
2010-08-23Employee Contributions $ 12,000
2010-07-02Employer Contributions $ 12,000
2010-07-02Employee Contributions $ 12,000
2010-05-03Employer Contributions $ 30,000
2010-05-03Employee Contributions $ 30,000

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