401k Plan data: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST plan

JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 401k Plan overview

Plan Name	JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST
Plan identification number	001

JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN B. DALE, DMD, MS, PC has sponsored the creation of one or more 401k plans.

Company Name: JOHN B. DALE, DMD, MS, PC

Employer identification number (EIN): 200235035

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 JOHN B. DALE JOHN B. DALE 2019-07-09
001 2017-01-01 JOHN B. DALE JOHN B. DALE 2018-05-07
001 2016-01-01 JOHN B. DALE
001 2015-01-01 JOHN B. DALE
001 2014-01-01 JOHN B. DALE
001 2013-01-01 JOHN B. DALE
001 2012-01-01 JOHN B. DALE
001 2011-01-01 JOHN B. DALE
001 2009-01-01 JOHN B. DALE JOHN B. DALE 2010-09-02
001 2009-01-01 JOHN B. DALE JOHN B. DALE 2010-09-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	JOHN B. DALE	JOHN B. DALE	2019-07-09
001	2017-01-01	JOHN B. DALE	JOHN B. DALE	2018-05-07
001	2016-01-01	JOHN B. DALE
001	2015-01-01	JOHN B. DALE
001	2014-01-01	JOHN B. DALE
001	2013-01-01	JOHN B. DALE
001	2012-01-01	JOHN B. DALE
001	2011-01-01	JOHN B. DALE
001	2009-01-01	JOHN B. DALE	JOHN B. DALE	2010-09-02
001	2009-01-01	JOHN B. DALE	JOHN B. DALE	2010-09-02

Plan Statistics for JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST

401k plan membership statisitcs for JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST

Measure Date Value
2020: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 9
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	9
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST

Measure	Date	Value
2020 : JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-05-31	$-360,306
Expenses. Total of all expenses incurred	2020-05-31	$1,600,739
Benefits paid (including direct rollovers)	2020-05-31	$1,600,682
Total plan assets at end of year	2020-05-31	$0
Total plan assets at beginning of year	2020-05-31	$1,961,045
Value of fidelity bond covering the plan	2020-05-31	$100,000
Total contributions received or receivable from participants	2020-05-31	$0
Other income received	2020-05-31	$-360,306
Net income (gross income less expenses)	2020-05-31	$-1,961,045
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$1,961,045
Total contributions received or receivable from employer(s)	2020-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-05-31	$57
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-05-31	$0
2019 : JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$429,247
Expenses. Total of all expenses incurred	2019-12-31	$35,847
Benefits paid (including direct rollovers)	2019-12-31	$35,847
Total plan assets at end of year	2019-12-31	$1,961,045
Total plan assets at beginning of year	2019-12-31	$1,567,645
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$32,320
Other income received	2019-12-31	$371,176
Net income (gross income less expenses)	2019-12-31	$393,400
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,961,045
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,567,645
Total contributions received or receivable from employer(s)	2019-12-31	$25,751
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-47,321
Expenses. Total of all expenses incurred	2018-12-31	$23,767
Benefits paid (including direct rollovers)	2018-12-31	$23,767
Total plan assets at end of year	2018-12-31	$1,567,645
Total plan assets at beginning of year	2018-12-31	$1,638,733
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$32,092
Other income received	2018-12-31	$-104,413
Net income (gross income less expenses)	2018-12-31	$-71,088
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,567,645
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,638,733
Total contributions received or receivable from employer(s)	2018-12-31	$25,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$289,990
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,638,733
Total plan assets at beginning of year	2017-12-31	$1,348,743
Value of fidelity bond covering the plan	2017-12-31	$115,000
Total contributions received or receivable from participants	2017-12-31	$12,624
Other income received	2017-12-31	$212,366
Net income (gross income less expenses)	2017-12-31	$289,990
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,638,733
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,348,743
Total contributions received or receivable from employer(s)	2017-12-31	$65,000
2016 : JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$175,676
Expenses. Total of all expenses incurred	2016-12-31	$58,686
Benefits paid (including direct rollovers)	2016-12-31	$58,686
Total plan assets at end of year	2016-12-31	$1,348,743
Total plan assets at beginning of year	2016-12-31	$1,231,753
Value of fidelity bond covering the plan	2016-12-31	$115,000
Total contributions received or receivable from participants	2016-12-31	$15,814
Other income received	2016-12-31	$138,695
Net income (gross income less expenses)	2016-12-31	$116,990
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,348,743
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,231,753
Total contributions received or receivable from employer(s)	2016-12-31	$21,167
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$7,296
Expenses. Total of all expenses incurred	2015-12-31	$81,794
Benefits paid (including direct rollovers)	2015-12-31	$81,794
Total plan assets at end of year	2015-12-31	$1,231,753
Total plan assets at beginning of year	2015-12-31	$1,306,251
Value of fidelity bond covering the plan	2015-12-31	$115,000
Total contributions received or receivable from participants	2015-12-31	$23,773
Other income received	2015-12-31	$-76,116
Net income (gross income less expenses)	2015-12-31	$-74,498
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,231,753
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,306,251
Total contributions received or receivable from employer(s)	2015-12-31	$59,639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$158,611
Expenses. Total of all expenses incurred	2014-12-31	$1
Total plan assets at end of year	2014-12-31	$1,306,251
Total plan assets at beginning of year	2014-12-31	$1,147,641
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$25,230
Other income received	2014-12-31	$68,904
Net income (gross income less expenses)	2014-12-31	$158,610
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,306,251
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,147,641
Total contributions received or receivable from employer(s)	2014-12-31	$64,477
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1
2013 : JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$255,854
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,147,641
Total plan assets at beginning of year	2013-12-31	$891,787
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$28,483
Other income received	2013-12-31	$165,970
Net income (gross income less expenses)	2013-12-31	$255,854
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,147,641
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$891,787
Total contributions received or receivable from employer(s)	2013-12-31	$61,401
2012 : JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$172,107
Expenses. Total of all expenses incurred	2012-12-31	$9,586
Benefits paid (including direct rollovers)	2012-12-31	$9,566
Total plan assets at end of year	2012-12-31	$891,787
Total plan assets at beginning of year	2012-12-31	$729,266
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$37,549
Other income received	2012-12-31	$82,294
Net income (gross income less expenses)	2012-12-31	$162,521
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$891,787
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$729,266
Total contributions received or receivable from employer(s)	2012-12-31	$52,264
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$20
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$72,283
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$729,266
Total plan assets at beginning of year	2011-12-31	$656,983
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$36,379
Other income received	2011-12-31	$-14,996
Net income (gross income less expenses)	2011-12-31	$72,283
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$729,266
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$656,983
Total contributions received or receivable from employer(s)	2011-12-31	$50,900
2010 : JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$165,724
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$656,983
Total plan assets at beginning of year	2010-12-31	$491,259
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$35,986
Other income received	2010-12-31	$78,846
Net income (gross income less expenses)	2010-12-31	$165,724
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$656,983
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$491,259
Total contributions received or receivable from employer(s)	2010-12-31	$50,892

Form 5500 Responses for JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST

2020: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN B. DALE, DMD, MS, PC RETIREMENT SAVINGS PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN B. DALE, DMD, MS, PC
Employer identification number (EIN):	200235035
NAIC Classification:	621210
NAIC Description:	Offices of Dentists