401k Plan data: RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN plan

RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN
Plan identification number	001

RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

RICHARD A. URBANEK, JR., D.D.S., MS PA has sponsored the creation of one or more 401k plans.

Company Name: RICHARD A. URBANEK, JR., D.D.S., MS PA

Employer identification number (EIN): 203245611

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 RICHARD A. URBANEK, JR., D.D.S., MS
001 2014-01-01 RICHARD A. URBANEK, JR., D.D.S., MS
001 2013-01-01 RICHARD A. URBANEK, JR., D.D.S., MS
001 2012-01-01 RICHARD A. URBANEK, JR., D.D.S., MS
001 2011-01-01 RICHARD A. URBANEK, JR., D.D.S., MS
001 2010-01-01 RICHARD A. URBANEK, JR., D.D.S., MS
001 2009-01-01 RICHARD A. URBANEK, JR., D.D.S., MS
001 2009-01-01 RICHARD A. URBANEK, JR., D.D.S., MS
001 2009-01-01 RICHARD A. URBANEK, JR., D.D.S., MS
001 2009-01-01 RICHARD A. URBANEK, JR., D.D.S., MS

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	RICHARD A. URBANEK, JR., D.D.S., MS
001	2014-01-01	RICHARD A. URBANEK, JR., D.D.S., MS
001	2013-01-01	RICHARD A. URBANEK, JR., D.D.S., MS
001	2012-01-01	RICHARD A. URBANEK, JR., D.D.S., MS
001	2011-01-01	RICHARD A. URBANEK, JR., D.D.S., MS
001	2010-01-01	RICHARD A. URBANEK, JR., D.D.S., MS
001	2009-01-01	RICHARD A. URBANEK, JR., D.D.S., MS
001	2009-01-01	RICHARD A. URBANEK, JR., D.D.S., MS
001	2009-01-01	RICHARD A. URBANEK, JR., D.D.S., MS
001	2009-01-01	RICHARD A. URBANEK, JR., D.D.S., MS

Financial Data on RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-03-20	$-7,777
Expenses. Total of all expenses incurred	2015-03-20	$0
Total plan assets at end of year	2015-03-20	$0
Total plan assets at beginning of year	2015-03-20	$7,777
Value of fidelity bond covering the plan	2015-03-20	$60,000
Other income received	2015-03-20	$-7,777
Net income (gross income less expenses)	2015-03-20	$-7,777
Net plan assets at end of year (total assets less liabilities)	2015-03-20	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-03-20	$7,777
Assets. Value of assets in partnership/joint-venture interests	2015-03-20	$0
2014 : RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$17
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$7,777
Total plan assets at beginning of year	2014-12-31	$7,760
Value of fidelity bond covering the plan	2014-12-31	$60,000
Other income received	2014-12-31	$17
Net income (gross income less expenses)	2014-12-31	$17
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,777
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,760
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$7,777
2013 : RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-808
Expenses. Total of all expenses incurred	2013-12-31	$186
Benefits paid (including direct rollovers)	2013-12-31	$186
Total plan assets at end of year	2013-12-31	$7,760
Total plan assets at beginning of year	2013-12-31	$8,754
Value of fidelity bond covering the plan	2013-12-31	$60,000
Other income received	2013-12-31	$-808
Net income (gross income less expenses)	2013-12-31	$-994
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,760
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$8,754
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$7,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$82,797
Expenses. Total of all expenses incurred	2012-12-31	$489,477
Benefits paid (including direct rollovers)	2012-12-31	$487,341
Total plan assets at end of year	2012-12-31	$8,754
Total plan assets at beginning of year	2012-12-31	$415,434
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$52,861
Other income received	2012-12-31	$9,879
Net income (gross income less expenses)	2012-12-31	$-406,680
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$8,754
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$415,434
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$8,568
Total contributions received or receivable from employer(s)	2012-12-31	$20,057
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,136
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$51,666
Expenses. Total of all expenses incurred	2011-12-31	$8,328
Benefits paid (including direct rollovers)	2011-12-31	$6,658
Total plan assets at end of year	2011-12-31	$415,434
Total plan assets at beginning of year	2011-12-31	$372,096
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$54,542
Other income received	2011-12-31	$-22,614
Net income (gross income less expenses)	2011-12-31	$43,338
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$415,434
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$372,096
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$8,350
Total contributions received or receivable from employer(s)	2011-12-31	$19,738
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,670
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$132,700
Expenses. Total of all expenses incurred	2010-12-31	$26,950
Benefits paid (including direct rollovers)	2010-12-31	$24,038
Total plan assets at end of year	2010-12-31	$372,096
Total plan assets at beginning of year	2010-12-31	$266,346
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$51,613
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$32,776
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$105,750
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$372,096
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$266,346
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$8,217
Total contributions received or receivable from employer(s)	2010-12-31	$48,311
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,912

Form 5500 Responses for RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN

2015: RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 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	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 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: RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 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: RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 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: RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 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
2010: RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RICHARD A. URBANEK, JR., D.D.S., MS, PA 401(K) PROFIT SHARING PLAN 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	99258
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	99258
Policy instance	1

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Company Name:	RICHARD A. URBANEK, JR., D.D.S., MS PA
Employer identification number (EIN):	203245611
NAIC Classification:	621610
NAIC Description:	Home Health Care Services